Heron Link Medium-Voltage Power Conversion

Heron Power is a power electronics manufacturer headquartered in Scotts Valley, California, founded and led by CEO Drew Baglino, who spent 18 years at Tesla. It aims to build a more efficient, reliable and affordable electric grid.

Its product is an integrated medium-voltage power conversion platform for solar, storage and data center projects. It uses single-stage conversion at 98.6% DC-to-MV efficiency, software-defined controls and a fail-operational design with 99.5% availability. Heron Factory One in Morgan Hill is planned to produce 40 GW of Heron Links annually from late 2027.

• Medium-voltage conversion: Integrated platform for giga-scale power needs.
• Single-stage design: 98.6% DC-to-MV efficiency.
• Software-defined controls: Supports a flexible power grid.
• Fail-operational design: 99.5% availability.
• Application range: Solar, storage and data center solutions.
• US manufacturing: Built in the USA, with a first factory targeting 40 GW per year.

A utility-scale solar plus storage developer evaluates integrated medium-voltage conversion to reduce equipment count. A data center operator plans an 800 VDC power architecture. A project developer in Vietnam benchmarks conversion efficiency for hybrid plants.

Single-stage conversion reaches 98.6% DC-to-MV efficiency, according to the company. Fail-operational design targets 99.5% availability. Software-defined controls support a flexible grid. One platform serves solar, storage and data center applications, reducing the number of conversion stages and equipment pieces.

Utility-scale solar, storage and AI data centers are driving demand for more efficient medium-voltage power conversion and 800 VDC architectures. Vietnam and Southeast Asia are building solar, storage and data center capacity, where compact conversion equipment could cut balance-of-system cost.

Headquartered in Scotts Valley, California, with Factory One in Morgan Hill. Announced a pilot agreement with RWE on 21 September 2026, a $60M credit facility on 10 September 2026 and an 800 VDC agreement with Vantage on 21 October 2026. A $140M Series B was reported in early 2026.