Gavin Baker: Vercel reaches over $500 million run-rate revenue with strong annual growth

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21.09.2026

Gavin Baker: Vercel reaches over $500 million run-rate revenue with strong annual growth — Vercel hits $500 million run-rate revenue

Gavin Baker, CIO at Atreides Management, highlighted that Vercel now has over $500 million in run-rate revenue and is experiencing more than 130 percent annual growth.

Baker also noted that the company has a net dollar retention rate of 130 percent and more than 400,000 paying customers, underlining Vercel's significance in the artificial intelligence ecosystem.

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Baker has previously discussed revenue reporting shifts in the sector, citing Anthropic's adjustment to net ARR by excluding Meta and China deals from its $65 billion annual recurring revenue. He also forecast that internal AI spending could increase 100-fold by August 2026, with costs doubling every month. These observations come as Baker continues to track growth and financial trends in AI companies.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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