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

In this conception from The AI Investor Podcast, hosts Eric Bleeker and Austin Smith locomotion done a caller portfolio summation tied straight to the SpaceX (Nasdaq: SPCX) and hyperscaler information halfway powerfulness buildout. The prime is Solaris Energy Infrastructure (NYSE:SEI), a behind-the-meter powerfulness supplier that Bleeker sized arsenic a $10,000 position, oregon astir 1% of the cardinal dollars he's investing publically successful the AI Investor Portfolio. The treatment besides revisits Power Solutions International (NASDAQ:PSIX) arsenic grounds that supply-constrained powerfulness infrastructure names are already being repriced by the market.

Watch the Full Segment

You tin ticker the afloat podcast conception below, wherever Bleeker and Smith interruption down the Solaris thesis and however it fits into the broader SpaceX information halfway spending story.

If the supra YouTube nexus doesn't work, you tin transcript and paste the conception URL int your browser: ttps://www.youtube.com/embed/98dk_2os6sg?si=QNBm6qBDTs2gyES4&start=1663

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About This Segment

• This is simply a conception from The AI Investor Podcast occurrence titled A New Portfolio Add In Our Most Important Episode Of The Year, hosted by Eric Bleeker and Austin Smith.

• Bleeker added Solaris Energy Infrastructure to the portfolio arsenic a $10,000 position, citing its existing SpaceX narration and its state turbine fleet utilized for accelerated behind-the-meter powerfulness astatine information centers.

• Bleeker noted SEI is inactive trading astir 30% beneath caller highs, with decade-power contracts signed with 2 information centers and 2 much coming successful September, positive semipermanent contracts with 3 starring exertion companies, each developed successful the past 6 months.

Why Solaris Energy Infrastructure Made the Cut

Solaris already has a moving narration with SpaceX and deploys mobile state turbines that tin beryllium dropped successful spot to powerfulness information centers down the meter, sidestepping the multi-year grid interconnection queues that are choking caller AI capacity. That practical, real-world plumbing is wherefore Bleeker framed Solaris arsenic the cleanest mode to get vulnerability to SpaceX's volition to walk $300 cardinal to $500 cardinal gathering retired six to 10 gigawatts of capableness by the extremity of 2027.