Keaton B. Schiki

Keaton B. Schiki inquired about Solaris Energy Infrastructure's perspective on other companies' public capacity targets (e.g., 1 GW by 2030) and how Solaris envisions its own capacity evolving through the end of the decade. He also asked for more details on how the recent 500 MW contract with an investment-grade technology leader came to fruition and its associated timeline.

Answer

Bill Zartler, Founder, Chairman, and Co-Chief Executive Officer, emphasized Solaris' philosophy of announcing deals when completed, but expressed confidence in significant future growth given the large pipeline of opportunities. Kyle Ramachandran, President, highlighted the massive investment cycle by hyperscalers and Solaris' attractive returns on long-term contracts. Regarding the 500 MW deal, Mr. Zartler noted that each transaction has its own lifecycle, requiring high-level approvals, while Ms. Brock added that deal timelines are accelerating due to direct engagement with hyperscalers and comfort with islanded mode operations.