Vercel raises $300 million and targets "the AI Cloud"

2025-09-30 · Publisher : Vercel · Domain : Cloud & DevOps

Vercel announces a $300 million Series F led by Accel and GIC, valuing it at $9.3 billion. The maker of Next.js positions itself as an "AI Cloud".

### Background On 30 September 2025, **Vercel** announced a **$300 million Series F**, valuing the company at **$9.3 billion**. The round is led by Accel (an existing investor) and GIC (a new investor). It comes with a tender offer of about $300 million for early investors and current or former employees. Vercel presents its strategy as that of an **"AI Cloud"**, infrastructure built for AI applications. ### Key facts - Figures cited by Vercel: AI SDK at 3.2 million weekly downloads (446,012 a year earlier); more than 500 million Next.js downloads over 12 months, more than the 2016-2024 total. - Three pillars: an SDK for AI giving access to 60+ models, open source tools that lower the barrier to entry, and a focus on interface design. - Next steps: extend Vercel Agent (public beta, AI code review) and launch the v0 iOS app, with more than 10,000 people on the waitlist. - Participation in the Next.js Conf and Ship AI events. ### Why it matters Vercel, long seen as a front-end hosting platform, repositions itself as an infrastructure provider for AI applications, on ground where hyperscalers are also present. For services firms delivering web applications, Vercel's weight in the Next.js ecosystem and on the AI SDK side makes its trajectory worth watching, notably on pricing and platform dependence. ### Takeaway At a $9.3 billion valuation, Vercel wants to move beyond front-end hosting.

Tags : Serverless, Edge, IA, États-Unis