What public companies just told the SEC about AI, read straight from the filings. Every quote links the original document.
Solaris Locks 900 MW of Off-Grid AI Power
Solaris Energy Infrastructure (SEI) disclosed in a Monday 8-K that it holds three contracts to supply AI data center customers with power generation capacity. The primary vehicle is Stateline Power, a variable-interest entity in which Solaris holds a 50.1% equity stake, which will deliver approximately 900 MW of off-grid capacity to a single data center customer with deliveries expected through the first quarter of next year.
...we have entered into three significant agreements to provide power generation capacity for data center customers in the artificial intelligence computing sector. Each contract is structured predominantly as a fixed-fee arrangement.
Fixed-fee structures push commodity and dispatch risk onto Solaris while giving AI customers cost predictability. The filing also cites a pipeline of 900 to 1,000 additional MW in potential contracts not yet covered by long-term agreements.
Two days earlier, Algorhythm Holdings (RIME) filed an 8-K announcing an acquisition of Azure Energy, a renewable biomass power developer founded in 2025, framing the deal explicitly as a response to AI-driven demand.
The acquisition represents a transformational strategic transaction for the Company, establishing the Company in the rapidly expanding U.S. power infrastructure market as artificial intelligence, hyperscale computing and advanced manufacturing drive substantial new demand for reliable power generation.
Azure is described as an operational developer with contract revenue and project-level equity stakes. The filing does not give specific MW or revenue figures for existing Azure projects.
Agentic AI Reaches FDA-Adjacent Regulatory Authoring
The most operationally specific use of "agentic AI" this week came from IB Acquisition Corp. (IBAC) in a Form 425 describing its target GNQ's BioVerdict platform, which is designed to produce submission-ready regulatory packages for the FDA. IB Acquisition is flagged in this filing cycle as a first-time filer for the phrase.
agentic AI can accelerate regulatory authoring. Meanwhile, human review gates ensure that no output reaches a submission without qualified sign-off. The result is AI that does not just generate insights. It is AI that generates evidence packages that regulatory reviewers can follow and act on.
The filing describes outputs traceable to biological pathway mechanisms, with GxP-compliant logging and 21 CFR Part 11 audit trails built in. This is architecture designed for regulatory defensibility, presented ahead of the full purchase agreement, which the company says will be filed with its next 10-Q.
Zapata Quantum (ZPTA) filed an 8-K the same day describing Quantum Pilot, a platform that applies agentic AI to quantum resource estimation, developed partly through a collaboration with NVIDIA. The tool is positioned to help enterprises scope whether a given problem is worth building a quantum application for. It is the first time Zapata has tied agentic AI to its quantum estimation work in an SEC filing.
AI Risk Disclosures Reach Payroll and Gene Therapy
Paychex (PAYX) listed "risks related to our use of artificial intelligence ('AI') and new technologies in our business" as a named risk category in a September 23 8-K, sitting alongside cybersecurity and software defects in the forward-looking statements section. Paychex is a payroll and HR services processor; AI as a discrete, named line item indicates it is now treating AI as a reportable risk category in its own right.
Passage BIO (PASG) went further in its S-4 merger amendment. The gene therapy company uses AI in drug discovery, a combination that places it between pharmaceutical liability and AI output uncertainty.
Issues relating to our use of artificial intelligence ("AI") in the discovery and development of our product candidates could adversely affect our business and operating results. We incorporate AI solutions into our platform technologies. There are significant risks involved in utilizing AI, including that AI-generated content, analyses, or recommendations we utilize could be deficient...
Bitcoin Miners Pivoting Toward AI Infrastructure
PowerCompute (PWCM) described itself in a September 23 8-K as "a Bitcoin treasury and mining company expanding into high-performance computing and artificial intelligence infrastructure" while announcing installation of 1,000 Bitmain XP miners at its Oklahoma facility through September 30, with 940 more on order for October using existing cash. The mining fleet upgrade and the AI/HPC pivot are running in parallel; no AI contract or customer is named.
Quanome Technologies (QNME) filed a shorter 8-K disclosing plans to deploy purchased GPU servers in connection with an "artificial intelligence computing infrastructure business." No GPU vendor, count, or customer is named. The purchase agreement will be filed as an exhibit to the company's next 10-Q.