AI-powered coding agents now initiate more than half of deployments on Vercel’s developer platform, up from less than 3% at the start of the year. The shift signals that automated agents are becoming major users of cloud infrastructure.
The trend is a major growth driver for Vercel, which reportedly reached $600 million in annualized revenue, up 148% from a year earlier. The private company is positioning itself in the emerging agent-first infrastructure market, alongside providers such as Cloudflare and Amazon.