In this episode of Data Center Revolution, Kirk Offel sits down with Drew Baglino, founder and CEO of Heron Power and an 18-year Tesla engineering veteran, to examine the power architecture behind the rapid expansion of AI infrastructure.Drawing on his experience with power electronics, the Tesla Supercharger network, energy storage, and Megapack, Drew explores whether the industry’s greatest constraint is electricity generation—or the equipment required to move, convert, store, and reliably deliver that electricity.Kirk and Drew break down why 800-volt DC is gaining momentum, how increasing GPU density is changing rack-level power requirements, and how a simplified, modular architecture could remove traditional transformers, switchgear, distribution equipment, and standalone UPS systems. They also discuss safety, redundancy, liquid cooling, water use, capital costs, commissioning timelines, and Heron Power’s path from engineering prototypes to commercial deployment.<br><br>For more about us: https://weareoverwatch.com/data-center-revolution-podcast/<br>For guest inquiries reach out to: podcasts@weareoverwatch.com

Rewiring the Data Center: Drew Baglino on Power, Scale, and the AI Boom

Data Center Revolution

Alright, here we are. Welcome back to another edition of Data Center Revolution, the podcast. Thanks for tuning in. Please like or share, comment if you want, and if it's cool, share it with some of the people that you know in the industry that can find value in this. I'm excited today. I have an incredible guest that, Drew, why don't you introduce yourself and then I'll go from there.

Drew Baglino Sounds good. Thanks for having me, Kirk. Yeah, so I'm Drew Baglino, the founder and CEO of Heron Power, which is a power electronics company trying to streamline the interconnection of all this new load like data centers and new generation batteries and renewables to the grid as we electrify more and more things every day. And before founding the company in 2024, I was at Tesla, largely in an engineering role for 18 years.

Drew Baglino That's it? Just getting started at a company like that, right? I was just reading something. I mean, like, it's amazing what you guys accomplished. You know, we were introduced, was it last year from Wade? Drew Baglino Yes. So Wade Vincent, shout out to you, my friend, our best to you and Kathy. Drew Baglino Definitely. Drew Baglino So Wade introduced us because, I mean, I think just last week, maybe it was even this week already, I got an email from Wade on 800 volts DC, right? Drew Baglino Yes. So anything and everything you need to know about 800 volts DC in like a single video. So it's fantastic.

Rewiring the Data Center: Drew Baglino on Power, Scale, and the AI Boom

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Rewiring the Data Center: Drew Baglino on Power, Scale, and the AI Boom

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.