AI Power Stocks Surge 160% This Year, $280 Million Market Cap Vanishes in a Day

Solaris Energy Infrastructure Inc. (SEI), a U.S. power infrastructure company, closed on the New York Stock Exchange at $71.49, down 5.15%. After surging more than 160% over the past year, the one-day decline erased approximately $200 million in market capitalization—about ₩280 billion—bringing its valuation down to roughly $4.2 billion (₩5.6 trillion).

In today’s U.S. trading session, institutional positioning drew attention after Royce & Associates filed a report showing it reduced its SEI stake by 32.9% in the fourth quarter of last year, trimming about 330,000 shares—approximately $15.26 million. The company is in the final stages of a major financing round this month, which includes issuing $2 billion in bonds and securing credit facilities, and is accelerating its AI data center power infrastructure expansion by adding several hundred megawatts to its existing power contracts.

Headquartered in Houston, Texas, Solaris Energy Infrastructure offers modular power generation and distribution solutions as well as materials‐management equipment for oil and gas drilling sites. Founded in 2014 as Solaris Oilfield Infrastructure, the company rebranded in 2024 and is being revalued as a growth stock by increasing long-term contracts aimed at meeting the power needs of data centers and AI infrastructure.