Crusoe-backed US transformer developer Heron Power has selected Morgan Hill, California, as the home of its first large-scale factory, as it seeks to meet growing demand from the data center sector.
– Heron Power
Heron will convert the former 286,000 sq ft (26,570 sqm) distribution warehouse, just south of San Jose, into a manufacturing facility to produce its 5MW Heron Link medium-voltage power conversion system, targeted for data center and large-scale energy projects.
When operational, the factory is expected to manufacture up to 10,000 Heron Links every year, representing 40GW on an annual basis. Site preparation at the facility is expected to begin immediately, with mass production slated to commence in late 2027.
"America's grid has to grow faster than it has in decades. We're seeing new demand from AI and EVs, and at the same time new supply from solar and storage," said Drew Baglino, CEO and founder of Heron Power. "The equipment running the grid hasn't changed in fifty years. Heron Factory One in Morgan Hill is how we fix that. We're manufacturing the leapfrog technology our grid needs, at scale, in America first."
