Research note
Vantage reserves 1 GW of 800 VDC manufacturing capacity
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.
Evidence snapshot
What the evidence says
Short answer: 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.
- Research as of
- 2026-10-26
- Confidence
- Medium
- Primary sources
- 1
Use the dated primary-source trail below for time-sensitive claims. Reported evidence and public interpretation are kept separate.
Change record
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.
Public interpretation
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.
Primary-source trail
Evidence
- Vantage and Heron: 800 VDC capacity agreement
Agreement size, architecture, stated efficiency target and evidence boundaries. · As of 2026-10-21