In short: Generation, behind-the-meter: the "more traditional" route — natural-gas turbines generating dedicated on-site power.
Solaris does the same behind-the-meter job the "more traditional" way — renting out natural-gas turbines that generate power right at the customer's site. It's his second example of dedicated, off-grid power for data centers.
11:17You've also seen more traditional companies like a Solaris that's using turbines, natural gas turbines, to generate that power. So those are good examples for that category. And then finally, if you look at the energy tech and kind of the evolution that we're seeing, particularly in the nuclear and the battery space, you've got companies like Fluence that's building out grid-level batteries.
In short: Where the PE-backed Aris/Solaris management team has focused — a "zeitgeisty AI" beneficiary making generators (ex-frac-site) now used for direct power generation. Mentioned, not rated.
50:38Uh I think they chose rather than trying to fight that fight, they would merge in with Western Midstream, which is a large largely um gas gathering system. Um and the management team, which is private equity backed at Solaris, uh has focused a lot of their efforts now on Solaris Energy Infrastructure, which is one of the uh zeitgeisty AI comp beneficiaries, where they kind of produce they produce these turbines or not turbines, basically generators that were were used for frac sites and now can be used for direct power generation. And so, we
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