Vantage, a Denver-based global provider of digital infrastructure, has entered into a gigawatt-scale manufacturing capacity agreement with Heron Power Electronics. Heron is a manufacturer of next-generation power electronics and participates in NVIDIA’s 800-volt direct current MGX ecosystem. The agreement centers on dedicated access to Heron’s solid-state transformer platform for large-scale digital infrastructure deployments.
Under the terms of the agreement, Vantage has secured more than 1 gigawatt of manufacturing capacity for Heron Link, Heron’s solid-state transformer product. Vantage plans to deploy this equipment across its hyperscale data center campuses, tying the arrangement directly to its global expansion of large-footprint digital infrastructure facilities. The Heron Link technology is designed to convert medium-voltage grid power directly to 800 VDC, aligning with NVIDIA’s 800-volt DC ecosystem requirements.
The companies position the solution as a response to several pressures facing customers, including tightening power availability, constraints in electrical equipment supply, deployment timelines that are increasingly difficult to meet, and rising costs. By converting grid power directly to high-voltage direct current, Heron Link aims to streamline how power is delivered into dense compute environments and reduce the number of intermediate electrical components that must be sourced, installed, and maintained.
In connection with the announcement, Curtis Aubry, vice president of global product strategy at Vantage, highlighted how the agreement supports the deployment of power-dense and flexible AI infrastructure. He noted that customers are seeking faster and more efficient ways to bring AI-ready capacity online. According to Aubry, simplifying the electrical architecture and more closely integrating power conversion, energy storage, and compute can help reduce deployment complexity and improve overall efficiency.
Aubry also pointed to speed-to-capacity as a key objective, emphasizing that integrated solutions such as Heron Link can help Vantage’s customers move from project planning to live capacity more quickly. While financial terms, contract duration, and deployment schedules were not disclosed, the scale of the more than 1-gigawatt manufacturing allocation indicates that power-conversion hardware has become a critical planning variable for hyperscale data center campuses and AI-oriented infrastructure rollouts.
