ARK Invest Projects AI Agents to Drive $8 Trillion in Consumer Spending by 2030
ARK Invest's Big Ideas 2026 report forecasts that AI agents could facilitate $8 trillion in online consumer spending by 2030, rising from 2% of digital spending in 2025 to nearly 25%. AI-powered search is expected to grow from 10% of global search traffic in 2025 to 65% by 2030, with AI-related search advertising increasing ~50% annually. AI-mediated consumer revenue could surge from $20 billion to $900 billion by 2030, a 105% CAGR. Major firms are building infrastructure for autonomous payments. AWS introduced AgentCore Payments, enabling agents to pay for services. Coinbase highlighted stablecoin infrastructure for agent transactions. Solana Foundation and Google Cloud launched Pay.sh for stablecoin payments on Solana, while Anchorage Digital introduced Agentic Banking. These developments indicate that crypto payment rails and stablecoins will power AI-led digital commerce.
Key facts
- ARK Invest forecasts AI agents to drive $8 trillion in online consumer spending by 2030.
- AI-powered search could grow from 10% of global search traffic in 2025 to 65% by 2030.
- AI-mediated consumer revenue projected to surge from $20B to $900B by 2030.
- AWS launched AgentCore Payments for autonomous agent transactions.
- Solana Foundation and Google Cloud introduced Pay.sh for stablecoin payments by AI agents.