Why We're Betting $10,000 on This Supplier Behind the SpaceX Data Center Boom

The article highlights a bullish AI-infrastructure trade centered on SpaceX’s data-center and power buildout. 24/7 Wall St.’s AI Investor Podcast is adding a $10,000 position in Solaris Energy Infrastructure (SEI), citing its existing SpaceX relationship and mobile gas turbines that can deliver behind-the-meter power without waiting in grid interconnection queues. The piece argues that AI and hyperscaler demand for rapid power deployment is causing supply-constrained infrastructure names to reprice quickly. It also points to Power Solutions International (PSIX) as proof of concept, noting a recent rally and strong Q2 results. Solaris reported better-than-expected Q2 2026 earnings, raised EBITDA guidance, and said it has multiple long-term contracts and expansions tied to AI workloads. Despite strong gains, SEI remains below its recent highs, which is presented as an attractive entry point for investors seeking exposure to the AI power boom.