Big news in the digital payments world: Cloudflare is preparing to launch NET Dollar, a fully collateralized USD-pegged stablecoin designed specifically for AI-driven transactions. CEO Matthew Prince announced the plan on social media Thursday, highlighting its potential to power autonomous software that can buy, sell, or book services without human involvement.
Think of NET Dollar as the infrastructure for the internet’s next business model. Instead of relying on ads or traditional bank transfers, AI agents could use NET Dollar to handle instant payments—whether that’s booking travel, purchasing products, or paying for online services—seamlessly and automatically.
The timing is perfect. Institutional interest in stablecoins is skyrocketing. Citi analysts recently revised their 2030 projections to $1.9 trillion, with a bullish scenario hitting $4 trillion—up from previous estimates of $1.6 trillion. Traditional banks are also getting in on the action: Bank of America is planning its own stablecoin, Hyperliquid launched a USD-pegged token, and Tether introduced USAT for U.S. users.
What sets NET Dollar apart? Cross-network transactions and programmable payments between AI agents and online services. Cloudflare’s global infrastructure—with data centers in 330+ cities processing 78 million HTTP requests per second—positions it perfectly to support these next-gen digital payments.
The launch date? Still “soon,” according to the company. Cloudflare stock trades under NET, with a market cap around $76 billion, dipping less than 1% after the announcement.
The takeaway: AI is reshaping how money moves online, and Cloudflare is positioning NET Dollar as the backbone for this new digital economy. If you’re paying attention to AI + fintech, this is a development to watch closely.
