Stripe reports 38x jump in AI agent transactions on Link in September
Overview
Stripe says AI agent transactions on its Link payment service grew 38-fold and payment volume 20-fold in September.
The company has not disclosed purchase counts or dollar totals, so the multiples cannot be compared to absolute volume. Stripe executive Dan Hill says about 200 agents now use Link, up from around 70, and most spend about $100 per transaction. Link gives agents a separate 16-digit number instead of the user's real card number. Hill names PayPal and Shopify's Shop Pay as competitors.
A report by Upstarts Media says the growth started from a small base, so it says little about actual scale. Retail leads both transaction count and payment volume, according to the same data. Paige Bailey, who works on Google's Gemini, comments on X that agents have started shopping.
Written by AI from the articles below · updated Oct 19, 9:39 AM ET
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👩💻 Paige Bailey@DynamicWebPaigeXAgent-driven retail transactions rose 38x, with volume up 20xAIStripe Link data shows agentic transactions rose 38x and payment volume rose 20x in September, with retail leading both and an average cart size of about $100. Paige Bailey, who works on Google's Gemini, comments that agents have started shopping.
- The DecoderNewsStripe reports 38-fold jump in AI agent transactions via Link, without sharing totals
AIStripe says AI agent transactions on its Link payment service grew 38-fold and payment volume 20-fold in September, but it has not disclosed purchase counts or dollar totals. Stripe executive Dan Hill says about 200 agents now use the service, up from around 70, and most spend about $100 per transaction. Link issues agents a separate 16-digit number instead of the user's real card number, and Hill names PayPal and Shopify's Shop Pay as competitors.
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