AI Shift in Production: Why Vercel Is Betting on Open Protocols

Vercel is increasingly becoming a core infrastructure company for AI agents.

It now handles 6M deploys per day, and half of them are launched by coding agents. More than 1T tokens a day flow through its AI gateway.

Guillermo Rauch’s key takeaway: the market has moved from prototypes to production. The focus is on two use cases: coding agents and internal enterprise agents.

To support this, Vercel is advancing Eve and Sandbox: access control, action auditing, and code protection against cloud leakage.

Why it matters: companies are choosing not a single vendor, but a stack of model, sandbox, and data layer. The winners will offer flexibility and open protocols.

Do you think AI’s future belongs to monoliths or modular architectures?