Heron Power

Heron Power is a San Jose, California-based startup developing next-generation medium-voltage solid-state transformers (SSTs) and industrial power electronics for the 21st-century electrical grid. Its flagship product line, Heron Link, replaces conventional transformer-plus-inverter architectures with a modular, software-integrated solid-state platform that handles power conversion, voltage/frequency control, and energy storage interfacing in a single unit. The company offers two primary configurations: Heron Link for Solar & Storage, which combines an SST and inverter for utility-scale renewable energy plants, and Heron Link for Data Centers, which integrates an SST with a SuperBBU (battery backup unit) for AI and hyperscale computing facilities. Compared to traditional iron-core transformers, Heron's SSTs deliver higher power density, faster deployment, and dramatically improved efficiency - for instance, its integrated BESS solution with LG Energy Solution Vertech achieves 2.4% higher round-trip efficiency and a 30% reduction in project footprint, improving project NPV by up to 6%.

Founded by Drew Baglino - who spent 17 years at Tesla, most recently as SVP of Powertrain and Energy Engineering - Heron Power is directly addressing a critical bottleneck in the US energy supply chain: an aging, undersized grid that cannot keep pace with the explosive demand from renewable energy, AI data centers, and broad electrification. The global transformer market is severely supply-constrained, with lead times stretching years. Heron's SST technology, being modular, software-defined, and manufactured domestically, offers a path to scaling grid infrastructure far faster than legacy equipment suppliers can. The company is building a 40-gigawatt US manufacturing facility, signaling ambitions to become a major domestic OEM at a time of urgent national need for grid hardware independence.

Heron Power is targeting both the utility-scale solar & storage sector and the booming AI data center market, positioning its Heron Link platform as the unified power foundation for these high-growth segments. The company has announced a design and engineering collaboration with LG Energy Solution Vertech to integrate American-made battery systems with its SST technology, creating a vertically optimized, domestically sourced energy storage stack. Backed by top-tier investors including Andreessen Horowitz, Breakthrough Energy Ventures, and Capricorn Investment Group, and recognized by Congruent Ventures and Silicon Valley Bank as one of the top 50 innovative companies driving decarbonization by 2050, Heron Power represents one of the most closely watched hardware bets in the US clean energy supply chain.