Solaris Energy signs deal to supply 500+ MW power equipment for AI data centers

Solaris Energy Infrastructure, Inc.

Agreement with Hatchbo (affiliate of investment-grade global tech firm) for over 500 MW of generation equipment.
Initial rental term begins Jan 1, 2027, runs for 10 years or until a PPA is executed; Customer may extend 5 years.
Customer can terminate for convenience with 30 days' notice, paying 50% of remaining rental fees through the Rental Term.
Parent entity provides a guaranty capped at 50% of total initial rental fees, ratably decreasing annually.
Parties agree to negotiate a PPA for ownership, installation and operation of the equipment by Solaris.

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.95

Solaris Energy Infrastructure, Inc. entered into Master Equipment Rental Agreement with Hatchbo, LLC valued at over 500 megawatts of power generation equipment (effective 2026-02-12).

Action: entry
Counterparty: Hatchbo, LLC
Value: over 500 megawatts of power generation equipment
Effective: 2026-02-12

Exact text from the filing

On February 12, 2026 (the “Effective Date”), Solaris Power Solutions, LLC, a Texas limited liability company (“Lessor”) and an indirect subsidiary of Solaris Energy Infrastructure, Inc., a Delaware corporation (the “Company”), entered into a Master Equipment Rental Agreement (the “Agreement”) with Hatchbo, LLC, a Delaware limited liability company and an affiliate of an investment grade, global technology company and industry leader in the evolving artificial intelligence computing space (the “Customer”), pursuant to which Lessor has agreed to provide over 500 megawatts of power generation equipment (the “Equipment”) to support Customer’s power demand for artificial intelligence computing needs at its data centers.

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Source: SEC EDGAR

accession 0001193125-26-048667

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