AI Data Center Power Leader Targeted... Unknown Energy Stock Soars 9%

Solaris Energy Infrastructure Inc. (NYSE: SEI) closed at $68.90 on the New York Stock Exchange on the 18th, up 9.04%. Its market capitalization reached approximately $3.66 billion (about KRW 4.8 trillion), rising by roughly $364 million (around KRW 470 billion) in a single day. Trading volume was about 3.69 million shares.

In a recent investor presentation, the company emphasized its high-growth power solutions story, targeting up to 2.2 GW of distributed generation capacity for data center and industrial customers by 2028 and beyond. In February, Solaris signed a 10-year lease and operation agreement with AI data center operator Haechibo for power assets exceeding 500 MW, securing a long-term order pipeline.

Since acquiring mobile power solutions provider MER in 2024, Solaris Energy Infrastructure has been transforming from an oilfield materials logistics equipment company into a full-service energy infrastructure firm offering data center and industrial distributed power solutions. Formerly known as Solaris Oilfield Infrastructure, the company rebranded and reorganized its business in September 2024, changing its NYSE ticker from SOI to SEI.