We analyzed spending patterns across the 250 million customers paying with Link. We found that Link customers are spending more on AI than they were three months prior, investing heavily in platforms that let them build with AI.

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Stripe

Stripe analyzed spending data from 250 million Link wallet customers and found AI spending is accelerating sharply. The top 10% of AI spenders nearly doubled their monthly spend from $183 to $359 in just one quarter (December 2025 to March 2026), a pace far faster than prior growth. Spending on AI app-builder platforms like Replit, Lovable, and Bolt grew 5x compared to January 2025. Stripe also announced Link's wallet for agents, enabling AI agents to make purchases on behalf of users with configurable spending controls across any Stripe merchant.

What Link data tells us about AI spending

Link customers are spending more on AI products each month

Link customers are spending more on AI app-builder platforms

Building the infrastructure to support agents