Google has been quietly gaining AI customers, even before big releases next week Vercel CEO Guillermo Rauch Vercel A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here . At Anthropic 's developer conference last week, I ran into Guillermo Rauch , CEO of AI startup Vercel. We started chatting, and the first company he mentioned wasn't Anthropic; it was Google. Overall, demand for AI is off the charts, he said. But Google 's models, in particular, are in demand amongst Vercel customers. Rauch even mentioned that he had to call a top Google executive recently to ask for more Gemini tokens , the core unit of AI usage. While all the talk lately has been about Anthropic and OpenAI, Google's Gemini has been quietly gaining ground, he said. You can see this on Vercel's AI Gateway, which lets companies connect their apps to different AI models through a single system.…