Visa and Mastercard Poised to Benefit from Potential AI-Driven Economic Growth

The potential of artificial intelligence (AI) to drive unprecedented economic growth has led some investors to predict that companies like Visa and Mastercard will benefit from increased commerce activity.

According to a recent report, if AI capabilities and adoption play out as optimists hope, global GDP could increase, leading to higher commerce activity and more revenue for payment processing companies.

Visa and Mastercard, the world's leading card payment platforms, are well-positioned to benefit from this trend. They have already processed $30 trillion in combined annualized total payment volume in their latest fiscal quarters, and an AI-powered economy would likely lead to even more incremental spending.

The companies are also working on agent payment capabilities, which could enable AI agents to handle commerce transactions on behalf of individual consumers, businesses, financial institutions, and governments. Visa's Intelligent Commerce Connect and Mastercard's Agent Pay are platform solutions enabling AI transactions.