What Link Data Reveals About AI Spending
Link users' spending on AI products nearly doubled in just three months.
1AI Usage and Spending Trends
A survey of 394 customers using Link, Stripe's digital wallet, revealed that 80% had used chat-based AI tools in the past month. To understand how this usage translates into spending, data from 250 million Link customers was analyzed.
2Increase in Spending on AI Products
When examining monthly spending on AI products by Link customers, the top 10% increased their spending from $183 in December 2025 to $359 in March 2026. This represents a near doubling in just three months.
3Investment in AI Infrastructure
Spending on AI app-building platforms like Replit, Lovable, and Bolt is even more striking. The top 10% of users increased their spending on these platforms fivefold compared to January 2025.
4The Role of AI Agents
Link customers are using AI agents for shopping research. As these agents become more capable, their need to transact with businesses and each other grows. This led Stripe to develop a specialized wallet for AI agents.
5Link's AI Wallet
Link's AI wallet allows customers to authorize agents to make payments within set spending limits. It also enables agents to make broad purchases from any seller on Stripe, simplifying transactions for businesses.
6The Future of AI and Spending
As AI technology advances, investments in this field are expected to grow. Link data suggests that demand and spending on AI products will continue to rise in the coming period.
Original article: Stripe Blog — AI Harcamalarında Artış: Link Verileri Ne Gösteriyor?