Analysis: Rise of AI "DeployCos" at OpenAI, Anthropic, AWS

BlackRock CEO Larry Fink said a US moratorium on data center construction would trigger a recession, arguing "so much of our economy is based on the build-out of this capex." He called the backlash over power and water use "misinformation," as at least 100 localities approved moratoriums by July.

Vercel now runs CPython on Linux with automatic support for FastAPI, Flask, and Django, plus uv and pyproject.toml for dependency management. Beta Python SDKs cover AI SDK, Workflow, Queues, Sandbox, Connect, and Blob.

Token Pass is in early access for Pro teams, bundling $80 in monthly model credit for $30. It runs through AI Gateway with Zero Data Retention by default, and unused credit does not roll over.

Vercel Drives is now generally available for Vercel Sandbox, letting agents mount the same drive in a new environment and resume work where they left off. Drives can be shared read-only across sandboxes or forked so each agent gets its own writable workspace.

Vercel made Bring Your Own Cloud on AWS generally available and launched Enterprise-Managed Authorization via Vercel Connect in public beta. Enterprise token usage on Vercel's AI Gateway quadrupled in three months.

Devin Oncall is generally available and scored 100% end-to-end success on SREGym, saturating the benchmark with the fastest time to mitigation. AngelList said Devin found root causes 3.5x more often than its in-house harness Sky and handled 50% of incidents end-to-end.