# Vantage reserves 1 GW of 800 VDC manufacturing capacity

> Constraint Alpha research note. Confidence: medium.

Published: 2026-10-26T05:39:16Z  
Research as of: 2026-10-26  
Scope: theme / AI Power & Grid

## 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.

## Evidence

- [Vantage and Heron: 800 VDC capacity agreement](https://vantage-dc.com/news/vantage-and-heron-power-electronics-announce-gigawatt-scale-800-vdc-agreement-to-accelerate-ai-infrastructure-delivery/) — Agreement size, architecture, stated efficiency target and evidence boundaries. (as of 2026-10-21)

Member-only thesis, risk, catalyst, falsification, and score fields are intentionally excluded.  
Canonical URL: https://constraintalpha.com/research/vantage-heron-800vdc-capacity-2026