Solaris Energy Infrastructure Signs 900 MW Contract and Raises Guidance

The core new fact is Solaris Energy Infrastructure's signed 15-year agreement to provide approximately 900 MW of power generation and related services, increasing its long-term contracted capacity to 3.2 GW; the same update also states that near- and longer-term guidance was raised and that 2027 adjusted EBITDA is expected to more than double 2026. Commercial agreement is the most specific type because the contract is the central action, while the guidance update is retained as associated context without inventing unprovided figures, customer identity, or contract value. The development is highly material but not scored at the maximum because the economics and customer are undisclosed; surprise is meaningful but not extreme. Core facts are directly supported, but the occurrence time is estimated from the dated 2026-11-04 report rather than an explicitly stated event time. Only SEI is approved because it is the directly affected issuer; the other listed companies are indirect thematic beneficiaries or potential suppliers, with no project-specific awards identified.