Deepening Our Commitment To Vercel
AI cloud platform with integrated hosting, edge infrastructure, and AI-native developer tools.
September 30, 2025
- Founder: Guillermo Rauch
- Sectors: AI and Cloud Infrastructure
- Location: San Francisco, CA
The Opportunity
AI-native applications need a new development stack. Traditional frontend and backend architectures weren’t designed for real-time inference, multi-model orchestration, or dynamic user interfaces generated on the fly. Developers are increasingly looking for infrastructure that not only powers performant web apps but also seamlessly integrates AI workflows — everything from prompt-driven UI generation to agentic task execution.
At the same time, the way software is built has fundamentally changed. Teams now expect to spin up projects in minutes, prototype interfaces through natural language, and collaborate across engineering, design, and product in real time. This shift demands a platform built for the velocity, flexibility, and intelligence modern teams require.
The Solution
When we first met Vercel four years ago, it was clear the team was intent on rethinking how software gets built – simplifying, accelerating, and unifying the front end. That vision has only sharpened with time. Vercel today solves one of the biggest challenges in modern software development: going from idea to production quickly, without sacrificing performance, security, or developer experience. At its core, Vercel provides a Frontend Cloud that unifies hosting, edge infrastructure, collaboration, and now AI into a single seamless workflow. The developer journey becomes simple: prototype → preview → production, optimized for speed and iteration.
With v0 and their new AI Cloud vision (announced at Vercel Ship this past summer), Vercel extends this foundation into the AI era. Developers can generate editable React components from text prompts, orchestrate multiple LLMs with AI Gateway, securely test AI-generated code with Vercel Sandbox, build AI agents with AI SDKs, and monitor performance with Vercel Agent. These capabilities transform Vercel from a deployment platform into the full-stack environment for building, testing, and scaling AI-native applications — all running on a global edge network that optimizes performance for users everywhere.
Why We’re Increasing Our Investment In Vercel
Since our investment in Vercel’s Series C in 2021, we’ve consistently been impressed by Vercel’s relentless execution. Guillermo Rauch, founder and CEO, has proven time and again that Vercel is capturing the attention of developers worldwide (10M+ users and counting) and growing commercial traction at an unprecedented scale.
Vercel has cemented its position as the leading Frontend Cloud provider, and we’re excited to support their continued push into AI infrastructure. With the launch of the AI Cloud, Vercel is powering the next generation of AI-native applications, making it easier than ever for developers to go from idea to production.
What’s Ahead
Vercel is strategically positioned to become the default platform for developers building fast, scalable, and intelligent web applications. We’re thrilled to deepen our partnership with Vercel in their $300M Series F, co-led by Accel and GIC. We look forward to continuing to support the Vercel team as they shape the future of how software is built.
