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Real Estate

Vantage Secures More Than 1 GW of Heron Power Transformer Capacity

October 28, 2026
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Vantage has secured more than 1 gigawatt of manufacturing capacity for Heron Power’s solid-state transformer, a move aimed at supporting power-intensive data center development. The agreement covers Heron Link units for Vantage’s hyperscale campuses. The technology is designed to convert medium-voltage grid power directly to 800-volt direct current, addressing challenges around power access, equipment and deployment timelines.

Key takeaways

  • Vantage secured more than 1 GW of manufacturing capacity for Heron Link transformers.
  • The units are intended for deployment at Vantage’s hyperscale data center campuses.
  • Heron Link is designed to convert medium-voltage grid power directly to 800 VDC.
  • The agreement comes as data center operators face rising demand for power-dense AI infrastructure.

A capacity agreement for data center growth

The agreement gives Vantage access to manufacturing capacity for Heron Power’s solid-state transformer. It does not, by itself, specify a delivery schedule or confirm that more than 1 GW of equipment has already been installed. Vantage plans to use the capacity for its hyperscale data center campuses, where the availability and timing of electrical infrastructure can affect project development.

Vantage is a Denver-based digital infrastructure provider. Heron Power Electronics manufactures power electronics and participates in NVIDIA’s 800-volt direct-current MGX ecosystem.

A different approach to power conversion

Heron Link is designed to convert medium-voltage power from the grid directly to 800 VDC. The companies say this approach can simplify the electrical architecture by integrating power conversion with other parts of data center infrastructure, including energy storage and computing systems.

That design is intended to help address constraints involving power availability, electrical equipment, deployment schedules and costs. The announcement does not provide technical specifications, project locations or details on expected efficiency gains.

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Responding to AI infrastructure needs

Vantage says customers need faster ways to deploy increasingly power-dense and flexible AI infrastructure. Curtis Aubry, the company’s vice president of global product strategy, said simplifying the electrical architecture and coordinating power conversion, storage and computing could reduce deployment complexity and help customers reach capacity sooner.

The agreement reflects the importance of power systems in planning data centers for AI workloads. Its eventual impact will depend on manufacturing and deployment, as well as how the technology performs in Vantage’s campus projects.

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