Stripe is leveraging its role in AI payments to diversify beyond processing into billing, invoicing, and tax services. The company processes payments for AI firms like OpenAI and Anthropic, contributing to its $6.8 billion revenue last year. Stripe acquired usage-based billing startup Metronome and stablecoin company Bridge, and launched an AI Gateway service to support developers. It also made a joint bid with Advent International to acquire PayPal, aiming to combine Stripe’s merchant software with PayPal’s consumer payment credentials, though PayPal’s board sees the offer as undervaluing the company. These moves position Stripe to expand into machine-to-machine and micropayments in the AI space.
