Stanley Druckenmiller buys shares in under-radar AI power company | Official Website of Louis Velazquez, entrepreneur, finance guy and tech innovator

As the world delves deeper into the realm of artificial intelligence, a growing need for energy to train and operate AI at scale is emerging both as a bottleneck and a frontrunner in powering the AI needs.

There is an urgent need to consider alternative energy sources, such as nuclear reactors, in which the US government also has vested interests, to power data centers, strengthen existing power grids, and alleviate pressure on increasing energy consumption.

According to a recent report by BloombergNEF (New Energy Finance), data center power demand is expected to reach 106 gigawatts by 2035, a 36% increase from the outlook seven months ago.

This acceleration reflects how AI computing is quickly reshaping the country’s energy footprint.

But even as demand surges, the U.S. grid is struggling to connect new projects. A Boston Consulting Report warns that the “grid cannot keep up.”

The existing grid connection processes are not designed to handle the current scale or complexity of power demand.

As a result, data centers and utility-scale battery project developers risk “stranded capital or are being pushed to reconsider project locations or defer timelines.”

Solaris Energy’s stock is up 75% year-to-date.

Solaris/TheStreet

Against this backdrop, companies offering faster, flexible, and alternative power sources are becoming essential players in the AI game. And one of them just landed a high-profile backer.

Solaris Energy Infrastructure pivots to AI power

Solaris Energy Infrastructure (SEI) may not be a commonly known entity. Still, it is emerging with its “Power as a Service” model, which places it at the intersection of energy and AI.

Fund manager buys and sells

The oil and gas company has expanded to providing mobile, natural-gas-powered generators and turbines capable of delivering electricity directly to data centers and large industrial loads.

The company website reads.

Veteran analyst James DePorre, who has been trading the stock market since the 1990s, wrote in a TheStreet Pro post:

This shift is evident in the company’s futuristic vision, as Piper Sandler analyst Derek Podhaizer noted that SEI added another 500 MW, increasing the company’s total capacity to 2.2 GW by early 2028. This would result in 900 MW of available capacity as it works to secure another data center contract.

Piper Sandler also recently raised its price target for SEI to $65 from $50, keeping an Overweight rating.

SEI’s stock was up 3.9% on Tuesday, marking a 75% year-to-date stock gain, closing at $50.46.

Stanley Druckenmiller buys stake

A significant validation for this also came quietly in November, when everyone was busy reviewing 13F filings for big tech names.

Legendary hedge fund manager and investor Stanley Druckenmiller, of the famed Duquesne Capital, disclosed a new position of 145,600 shares in Solaris Energy Infrastructure through Duquesne Family Office LLC, as of September 30th, 2025, that became available in the 13F filed on November 14, 2025.

Institutional investors must generally file Form 13F with the Securities and Exchange Commission on a quarterly basis if they have discretionary control over assets totaling more than $100 million.

Druckenmiller, known for “Breaking the Bank of England” in 1992 alongside George Soros, when they shorted the British pound sterling. He’s known for his ability to identify new themes at an early stage,

Despite his interest, Solaris Energy shares have recently suffered due to weakness in the AI sector. Its shares were down 5% last month.

Nevertheless, Solaris Energy was initiated at Morgan Stanley with an Overweight rating and a $68 price target, citing the company’s ability to provide on-site power for data centers, which enables faster time to power by avoiding electric grid bottlenecks, as reported by TheFly, further validating Druckenmiller’s bullish bet.

“This area is growing rapidly and is driving expected EPS growth in 2026 of 37%. The stock currently trades with a trailing PE of 48, which makes this a “growth-at-a-reasonable-price” play,” says DePorre. “We are looking for an opportunity to buy it as it moves back to around the $45 area.”