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Drew Baglino

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@baglino

Founder and CEO of Heron Power Former SVP of Powertrain and Energy at Tesla
heronpower.com Joined October 2008
83 Following 82K Followers 259 Posts

Latest posts 5

Drew Baglino Verified account @baglino
We are proud to lean into native 800VDC datacenters with @VantageDC. The first of many GWs to come.
.@VantageDC just reserved over 1 GW of manufacturing capacity for Heron Link, bringing the adoption of 800 VDC power architecture for next-generation AI data centers a step closer.

The @nvidia 800 VDC architecture calls for converting medium-voltage grid power directly to 800 VDC. Heron Link does just that, integrating power conversion, protection, and distribution into a single cabinet.

Our agreement with @VantageDC creates a path to bring this architecture to hyperscale data center campuses.

Read more: heronpower.com/news-stories/v…
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Drew Baglino Verified account @baglino
It’s a privilege to work closely with @zachkirkhorn again, his candid insights bring the best out of all he collaborates with!
.@zachkirkhorn, former CFO of Tesla, has joined our board. We've also signed a $60M credit facility with @jpmorgan and @TriplePointCap.

Zach has backed Heron since our Series A and brings 13 years of scaling operations and finance at Tesla, four as CFO.

Read the full announcement:
heronpower.com/news-stories/h…
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Drew Baglino Verified account @baglino
@heronpower's Link significantly improves utility scale solar economics, at a time when project costs are trending in the wrong direction. Read all the details in our solar whitepaper:
Our latest white paper is here—Heron Link: A New Paradigm in Power Conversion for Utility-Scale Solar.

Levelized cost for utility-scale solar rose 18% in the last year, and developers need new levers to improve project economics. Power conversion is a new opportunity: solar inverter- plus- transformer skids have not fundamentally changed in decades. Heron Link replaces both with one U.S.-built system, adding 6.0% of NPV to a modeled 100 MW-AC project.

Explore the model and the assumptions behind it in our white paper: heronpower.com/heron-link-ret…
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Drew Baglino Verified account @baglino
Can AI datacenters be good grid citizens? At @heronpower our view is unequivocally yes.

Earlier this week in @UtilityDive I alongside Vladimir Troy (NVIDIA), Michael Polsky (Invenergy) and @vsiv (Emerald AI) detailed how. Together we represent key layers of the power stack: data center power architecture, accelerated compute, electricity generation and transmission, and orchestration software.

Appropriately designed and sited, data centers can be grid-supportive and flexible new load (and new generation) that increase network utilization, improve grid resilience and drive down electric rates.

Heron's technology supports this vision and we will continue to partner across the power stack to make it a reality.
Utility Dive @UtilityDive Sep 1
3 principles to make AI data centers good grid citizens

Developed intentionally, AI data centers can help create a more resilient and affordable electric system, write officials from Heron Power, NVIDIA, Invenergy and Emerald AI.

utilitydive.com/news/3-princip…
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