AI BriefingAI Spending Trends Revealed Through Link Data
Key point
Analysis of Stripe's Link data shows customer spending on AI products and app-builder platforms is surging rapidly.
Details
Stripe surveyed users of its digital wallet Link about their AI usage habits, finding that 80% of respondents had used a Chat-based Agent in the past month, and half were using AI for shopping research.
Actual spending patterns also confirmed the steep growth. For the top 10% of customers who spend the most on AI products, average monthly spending nearly doubled in a single quarter, rising from $183 in December 2025 to $359 in March 2026. This is an extraordinary acceleration compared to the pace over the previous 22 months, during which spending grew from $84 to $183.
Spending on AI App-builder platforms such as Replit, Lovable, and Bolt stood out in particular. Among the top 10% of customers, monthly spending on app-builder platforms surged 5x compared to January 2025.
In line with this trend, Stripe has launched Link's wallet for agents. This serves as infrastructure that authorizes agents to make payments on behalf of users, while providing businesses with verified transactions without the need for complex integration processes.
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