Stripe’s Early Traction With AI Startups Gives It An Edge As ‘Agentic Commerce’ Gathers Steam, Says JPMorgan: Report

• Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade, according to analysts at JPMorgan.
• Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.

Stripe reportedly stands to benefit from the traction it has gained with AI startups amid a rise in “agentic commerce.”

According to a report by TheBlock citing a recent note by JPMorgan analysts, Stripe is expected to tap into the $350 billion market opportunity of AI-powered commerce and digital asset infrastructure by the end of the decade.

While Stripe is not listed at the moment, retail sentiment on Stocktwits around the firm trended in the ‘bullish’ territory at the time of writing.

Beneficiary Of Borderless Financial Services

The firm stated that Stripe is poised to lead “twin revolutions in intelligence and money movement.” It also noted that Stripe could emerge as a beneficiary of “borderless” financial services.

This comes after Stripe acquired multiple firms in the cryptocurrency sector, including Bridge, a stablecoin orchestration platform, and Privy, a provider of crypto wallets. Stripe has also developed Tempo, which is a Layer-1 payments-focused blockchain.

Tempo recently raised $500 million in a Series A round led by Greenoaks and Joshua Kushner’s Thrive Capital, according to a report by Fortune. This fundraising round values Tempo at $5 billion. Sequoia and SV Angel were also among the participants in the round.

Stripe’s Payment Volumes Rise

Stripe announced that its total payment volume for 2024 reached $1.4 trillion, up 38% from the prior year. The company’s co-founders, Patrick and John Collison, credited the growth to Stripe’s investments in AI. “We believe this ability will prove particularly important in the coming years, as stablecoins, AI, and other forces reshape the landscape,” they said.

Stripe announced that half of the Fortune 100 companies use its services, including Nvidia Corp., PepsiCo Inc., and Comcast Corp., among others.

Also See: Mortgage Rates Fall To Lowest Levels In 2025

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