Vercel
cloud hostingSan Francisco-based cloud platform for deploying web apps and AI agents; maker of Next.js, the v0 app builder, AI SDK and AI Gateway.Source vercel.com (company site)
- What the company does
- San Francisco-based cloud platform for deploying web apps and AI agents; maker of Next.js, the v0 app builder, AI SDK and AI Gateway.
- Sector
- Cloud hosting
- Last round
- Series F, $300M at $9.3B, 2025-09-30
- Position size (illustrative)
- $8.0M · made-up fund, not a fact about Vercel
New information
Previous decisions
SofiaExampleaccepted Buoy's action· Jan 16· Resolved
Move Cloudflare up Vercel's buyer map: it is buying web-framework teams.
On: Cloudflare bought Astro, a web framework
Target met: Cloudflare shipped Vinext to run Next.js apps anywhere (2026-09-28) and the Deno team joined it (2026-10-09). source
PriyaExampleaccepted Buoy's action· Jan 16· Resolved
Move Cloudflare up Vercel's buyer map: it is buying web-framework teams.
On: Cloudflare bought Astro, a web framework
Target met: Cloudflare shipped Vinext to run Next.js apps anywhere (2026-09-28) and the Deno team joined it (2026-10-09). source
MarcusExampleaccepted Buoy's action· Jan 16· Resolved
Move Cloudflare up Vercel's buyer map: it is buying web-framework teams.
On: Cloudflare bought Astro, a web framework
Target met: Cloudflare shipped Vinext to run Next.js apps anywhere (2026-09-28) and the Deno team joined it (2026-10-09). source
DanielExamplerecommended an alternative· Jan 16· Resolved
Do not follow Buoy's action: Move Cloudflare up Vercel's buyer map: it is buying web-framework teams.
On: Cloudflare bought Astro, a web framework
Target met: Cloudflare shipped Vinext to run Next.js apps anywhere (2026-09-28) and the Deno team joined it (2026-10-09). source
MarcusExamplerecommended an alternative· Sep 28· Proposed
Cloudflare is building, not buying. Lower it on the buyer map until it says it wants a hosting company.
On: Cloudflare released Vinext 1.0 to run Next.js apps anywhere
SofiaExampleaccepted Buoy's action· Dec 18, 2025· Resolved
Track Lovable as a direct rival to Vercel's v0 and ask Vercel for win rates against it.
On: Lovable raised $330M at $6.6B
Target met: Lovable raised $400M at $13.3B, double its December price, and Ramp listed Vercel and Lovable among the fastest-growing vendors (2026-05-06). source
PriyaExampleaccepted Buoy's action· Dec 18, 2025· Resolved
Track Lovable as a direct rival to Vercel's v0 and ask Vercel for win rates against it.
On: Lovable raised $330M at $6.6B
Target met: Lovable raised $400M at $13.3B, double its December price, and Ramp listed Vercel and Lovable among the fastest-growing vendors (2026-05-06). source
MarcusExampleaccepted Buoy's action· Dec 18, 2025· Resolved
Track Lovable as a direct rival to Vercel's v0 and ask Vercel for win rates against it.
On: Lovable raised $330M at $6.6B
Target met: Lovable raised $400M at $13.3B, double its December price, and Ramp listed Vercel and Lovable among the fastest-growing vendors (2026-05-06). source
DanielExampleaccepted Buoy's action· Dec 18, 2025· Resolved
Track Lovable as a direct rival to Vercel's v0 and ask Vercel for win rates against it.
On: Lovable raised $330M at $6.6B
Target met: Lovable raised $400M at $13.3B, double its December price, and Ramp listed Vercel and Lovable among the fastest-growing vendors (2026-05-06). source
Likely buyers
Likely buyers
List as of 2026-10-25.
- Why
- agreed to buy Astro (2026, adjacent) cloudflare.comPress releaseQuote supports only part of thisinferred1 more reason is not shown: its quote does not name both companies.
- Why
- 2 more reasons are not shown: their quotes do not name both companies.
- Why
- partners with Vercel (2026) vercel.comCompany siteagreed to buy GitHub (2018, adjacent) news.microsoft.comPress releaseQuote supports only part of thisinferred
- Why
- partners with Vercel (2025) vercel.comCompany site1 more reason is not shown: its quote does not name both companies.
- Why
- partners with Vercel (2025) vercel.comCompany site1 more reason is not shown: its quote does not name both companies.
- Why
- 1 more reason is not shown: its quote does not name both companies.
Next steps
No buyer-list change between these dates.