Amazon Web Services has introduced a dedicated payment infrastructure for autonomous AI agents, enabling them to transact using USDC stablecoin. The system was built in partnership with Coinbase and Stripe, allowing AI bots to process payments independently without human intervention. Separately, AWS also signed a multi-year deal to become the official cloud partner of the WNBA.
The AI agent payment infrastructure is the more significant development here — it positions AWS at the center of a potentially large emerging market where autonomous software handles real financial transactions. This is a direct positive for Amazon stock and adds a new dimension to the Coinbase and Stripe growth narratives. USDC's role as the settlement layer also gives a modest boost to its issuer Circle and the broader stablecoin ecosystem.
July 30: Amazon Q2 2025 earnings report — watch for AWS revenue growth figures and any management commentary on AI monetization. Ongoing: USDC adoption metrics from Circle's monthly reserve reports.
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