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Solaris Energy (SEI) Climbs 10.88% on Capacity Expansion Success

Solaris Energy Infrastructure Inc. (NYSE:SEI) is one of the 10 Stocks That Made Millionaires Today.

Solaris Energy rallied for a second day on Tuesday, jumping 10.88 percent to close at $63.19 apiece, as investors cheered its successful expansion of generation capacity by 900 MW following its acquisition of two facilities.

On Monday, Solaris Energy Infrastructure Inc. (NYSE:SEI) successfully acquired Genco Power Solutions, a distributed power generation firm capable of adding 400 MW of incremental power generation capacity between 2026 and 2028, inclusive of approximately 100 MW of currently operated and contracted capacity.

Photo by Matthew Henry on Unsplash

Last Friday, it also purchased 30 turbine delivery slots from a private party, which will provide approximately 500 MW of incremental power generation capacity between early 2027 and 2029.

The twin acquisitions will effectively bring Solaris Energy Infrastructure Inc.’s (NYSE:SEI) total power generation capacity to 3,100 MW by the end of 2029.

“The additional scale and phased delivery of this new capacity provides immediate value to customers by delivering near-term generation that is currently unavailable from traditional supply chain channels, which accelerates time-to-power and enables our customers to quickly ramp their operations,” Solaris Energy Infrastructure Inc. (NYSE:SEI) Chairman and co-CEO Bill Zartler said.

“We are excited to deploy this additional capacity to serve both existing partners and new customers, further establishing Solaris as a trusted leader in this dynamic, high-growth market. As we recently said on our earnings call, demand for our power generation solutions continues to outpace our committed and on-order capacity, which remains the case,” he noted.

While we acknowledge the risk and potential of SEI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than SEI and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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