In the first quarter of 2026, Solaris Energy Infrastructure Inc. signed a landmark 10-year, 600+ MW power capacity agreement with an investment-grade technology affiliate, to commence late 2026 and scale through 2028. The company also finalized acquisitions expanding its core gas turbine asset base and secured $300 million in senior secured term loans—with an additional $200 million facility amendment available—to bolster liquidity and growth initiatives. Solaris operates by leasing critical gas turbine assets under long-term contracts primarily to investment-grade counterparties, reinforcing its stable cash flow profile within the fragmented energy equipment services industry. However, risks remain around covenant compliance due to debt leverage and integration of recent acquisitions.