Heron Power plans $100 million factory for advanced electric grid equipment

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Heron Power, a clean-tech startup led by former Tesla senior executive Drew Baglino, announced plans on Thursday to invest $100 million in a new California manufacturing facility. The company will convert a 286,000-square-foot former distribution warehouse near San Jose into a production plant for the "Heron Link," a 5-megawatt medium-voltage power conversion system designed for large-scale energy and data-center projects. Backed by a recent $140 million Series B funding round featuring Andreessen Horowitz and Breakthrough Energy Ventures, Heron aims to alleviate severe U.S. electrical grid supply bottlenecks. Traditional transformers face import reliance and delivery lags of up to four years, driven by spiking electricity demand from AI data centers, electric vehicles, and heat pumps. By utilizing software-controlled, chip-based electronics instead of conventional steel and oil architecture, Heron plans to launch mass production in late 2027.

Prepared by Christopher Adams and reviewed by editorial team.

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Left: Emphasizes climate tech solutions supporting renewable integration and modernization. Center: Focuses on capital investment, executive backgrounds, and manufacturing statistics. Right: Highlights deregulation, domestic industrial growth, and technological overcoming of supply bottlenecks.