---
title: "SEI Solaris Energy Infrastructure"
canonical: "https://supercyclehq.com/stock/solaris-energy-infrastructure"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "SEI"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Solaris Energy Infrastructure (SEI)

Solaris Energy Infrastructure provides mobile power generation and oilfield logistics services.

## AI Exposure Score

**85/100, Core.** Solaris pivoted from oilfield services to mobile gas turbine power, and the large majority of its contracted backlog now serves AI data center customers, anchored by a joint venture with an xAI affiliate powering the Colossus campus. The thesis depends on hyperscalers continuing to buy fast behind-the-meter power while grid interconnection stays slow.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $65.40 |
| Change 1d | -7.50% |
| Change 7d | +5.11% |
| Change 30d | -12.72% |
| Change 1y | +22.19% |
| 52-week high | $82.72 |
| 52-week low | $40.39 |
| Market cap | $6.6B |
| P/E | 81.75 |
| EPS | $0.80 |
| Next earnings | 2026-11-04 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Energy |
| Headquarters | Houston, TX |
| CEO | William A. Zartler |
| Employees | 468 |
| Website | https://www.solaris-energy.com |
| Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy), [Data Centers & Hardware](https://supercyclehq.com/category/data-centers) |

## What the company does

Solaris Energy Infrastructure provides mobile power generation and oilfield logistics services. Its core business today is deploying fleets of mobile gas turbines that generate electricity on site for customers who cannot wait for grid connections, earning revenue through multi-year power service contracts.

The company's growth is driven by AI data centers. Its Stateline Power joint venture with an affiliate of xAI delivers power to the Colossus data center campus near Memphis, xAI represents the majority of its contracted backlog, and it has signed additional capacity with another global technology company. A legacy segment still provides sand logistics equipment to oilfield customers.

Founded in 2014 and headquartered in Houston, Texas, Solaris employs about 470 people and trades on the NYSE. The company rebranded from Solaris Oilfield Infrastructure as power generation became its focus.

## Role in the AI buildout

Solaris sits in the Power & Energy and Data Centers layers as one of the most direct behind-the-meter power plays in the buildout. AI campuses need hundreds of megawatts on timelines the grid cannot meet, and Solaris's mobile gas turbines fill that gap under long-term contracts. Its joint venture powering xAI's Colossus campus makes AI customers the anchor of its backlog. The remaining oilfield logistics business is the main reason it is not a full pure play.

## FAQ

### What does Solaris Energy Infrastructure do?

Solaris provides mobile gas turbine power generation as a service, deploying turbine fleets that produce electricity on site for large customers under multi-year contracts. It also retains a legacy business supplying sand logistics equipment to oilfield operators.

### How is Solaris Energy Infrastructure exposed to AI?

Supercycle rates Solaris Core with an AI Exposure Score of 85 out of 100. The large majority of its contracted power backlog serves AI data center customers, anchored by its Stateline Power joint venture delivering electricity to xAI's Colossus campus.

### What is the Stateline Power joint venture?

Stateline Power is a majority-owned joint venture between Solaris and an affiliate of xAI. It owns and operates turbine capacity delivering behind-the-meter power to the Colossus data center campus in the Memphis area under a long-term arrangement.

### Is SEI a pure play AI stock?

Not quite. Solaris is rated Core on Supercycle, just short of Pure Play. AI data center customers dominate its contracted backlog, but the company still earns revenue from its legacy oilfield logistics segment, which keeps it below the pure play threshold.

### Who leads Solaris Energy Infrastructure?

Founder Bill Zartler and Amanda Brock serve as co-chief executive officers, with Zartler also chairman. The company was founded in 2014, is headquartered in Houston, Texas, and employs about 470 people.

---

Source: https://supercyclehq.com/stock/solaris-energy-infrastructure. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.