Solaris Energy Infrastructure, Inc. (NYSE: SEI) provides modular and scalable equipment-based solutions for power generation, control, distribution, and the management of raw materials in oil and natural gas well completions. The company operates through two primary segments. The Solaris Power Solutions segment, which has become the company's primary growth driver following the 2024 acquisition of Mobile Energy Rentals, leases configurable all-electric, natural gas-powered mobile turbines and ancillary equipment. This segment provides rapidly deployable, off-grid power to data centers, energy operations, and other commercial and industrial customers, capitalizing on the surging power demands of AI and hyperscale computing. The legacy Solaris Logistics Solutions segment designs and manufactures specialized equipment for the efficient management of raw materials, such as proppant (frac sand), used in hydraulic fracturing. This segment also provides field technician support, software solutions, and last-mile logistics services to the oil and gas industry. While historically focused entirely on oilfield services, Solaris has successfully pivoted to become a critical provider of distributed power generation, securing multi-year, multi-gigawatt contracts with major technology companies. The company operates primarily in the United States.
