{"schema_version":"1.0","item":{"schema_version":"1.0","id":"ca-note-vantage-heron-800vdc-capacity-2026","slug":"vantage-heron-800vdc-capacity-2026","scope":{"type":"theme","slug":"ai-power-grid","label":"AI Power & Grid"},"status":"published","published_at":"2026-10-26T05:39:16Z","updated_at":"2026-10-26T05:39:16Z","research_as_of":"2026-10-26","title":"Vantage reserves 1 GW of 800 VDC manufacturing capacity","summary":"Vantage said it secured more than 1 GW of Heron Link manufacturing capacity for hyperscale campuses. The agreement specifies a power-electronics path from medium voltage to 800 VDC but does not establish installed or energized megawatts.","what_changed":["The October 21 agreement covers more than 1 GW of manufacturing capacity for Heron's solid-state transformer.","Heron targets more than 98.5% medium-voltage-to-800-VDC efficiency with integrated storage; deployment timing and commissioned site output were not disclosed."],"why_it_matters":"The agreement moves 800 VDC from a reference-architecture discussion into reserved manufacturing capacity. Site delivery, interconnection, commissioning and energized load remain the binding proof.","confidence":"medium","evidence":[{"label":"Vantage and Heron: 800 VDC capacity agreement","url":"https://vantage-dc.com/news/vantage-and-heron-power-electronics-announce-gigawatt-scale-800-vdc-agreement-to-accelerate-ai-infrastructure-delivery/","source_type":"company_release","primary":true,"supports":"Agreement size, architecture, stated efficiency target and evidence boundaries.","as_of":"2026-10-21"}],"human_review_status":"approved","url":"https://constraintalpha.com/research/vantage-heron-800vdc-capacity-2026","markdown_url":"https://constraintalpha.com/research/notes/vantage-heron-800vdc-capacity-2026.md"}}