Recently, there has been an intriguing signal from Vercel's CEO. At the HumanX conference in San Francisco last week, Guillermo Rauch openly stated that his company is ready to go public. Such statements are quite rare amid the current freeze on tech IPO windows.

What’s more interesting is the reason behind Vercel’s explosive growth. The platform’s revenue jumped from $1 billion at the start of 2024 to $3.4 billion by the end of February 2026. This figure reflects something fundamental: AI is transforming the way people build applications.

According to Rauch, 30% of applications deployed on Vercel now come from AI agents. This isn’t just an ordinary statistic—it's showing that AI has begun massively automating development. Rauch believes this momentum will continue: “All this software needs a place to live, and we believe that’s Vercel.”

Vercel’s position in the infrastructure market is also solid. The company recently completed a Series F round worth $3 billion led by Accel, with a valuation reaching $9.3 billion. They compete directly with Cloudflare and AWS in the hosting segment, plus they have popular AI tools called v0.

What makes Rauch’s statement significant is its timing. Most tech startups are now reluctant to discuss their IPO plans due to market uncertainty. Only a few names like SpaceX, Anthropic, and OpenAI dare to speak openly. So when Vercel’s CEO says “the infrastructure market has grown and has no upper limit,” it’s a confident statement. It seems he’s telling Wall Street: infrastructure for AI is the business of the future, and Vercel is ready to lead.