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The Korean Startup Trying to Shrink the Grid's Heaviest Box
Crocus wants to replace the hundred-year-old iron transformer with a silicon one that thinks. Its bet: the same box that charges electric cars can also keep an AI data center from browning out.
Heron Power
Heron Power is a Scotts Valley, California company building solid-state transformers - power electronics purpose-built for the modern electrical grid. Founded in 2025 by former Tesla powertrain and energy chief Drew Baglino, its flagship Heron Link converts medium-voltage electricity to usable low-voltage power in a modular, software-integrated package, replacing the century-old iron-core transformer. The company targets utility-scale solar, grid-scale batteries, and hyperscale AI data centers, and is building a 40-gigawatt US factory to meet a backlog of orders.