AI Data Center Power Infrastructure Stocks Surge 5%, Adding $350 Million in Market Cap

U.S. power infrastructure firm Solaris Energy Infrastructure Inc. (SEI) closed at $80 per share on the New York Stock Exchange on the 25th, up 5.29%, with trading volume topping one million shares. Its market capitalization jumped to about $4.67 billion (roughly KRW 6.3 trillion), adding nearly $261 million (approximately KRW 350 billion) in a single day.

Solaris recently secured around $2 billion in financing—including $1.3 billion of 6.375% senior notes—expanded its existing long-term power supply agreements, and inked its third long-term contract for more than 600 MW of power for AI and cloud data centers. The company has also raised its earnings guidance for both the second and third quarters. Major brokerages have responded by boosting their price targets into the $90–$100 range while maintaining “Buy” or “Outperform” ratings, a factor cited in the recent share‐price strength.

Founded in 2014 and headquartered in Houston, Solaris Energy Infrastructure provides distributed power generation and distribution solutions, along with materials management and logistics equipment for oil and gas drilling sites. It is now focusing on AI data‐center power infrastructure demand as a core growth driver.