On 4 August 2026, Cloudflare Inc (NYSE: NET) reported that its shares jumped 5.9% on Tuesday following the launch of two new services – Cloudflare Wallets and cloudflare.pay – designed to let artificial‑intelligence agents carry out secure online purchases. The announced tools provide each AI agent with a stable identity through a unique web‑address ID that can be linked to the human or organization that owns the agent, enabling merchants to verify who authorized a transaction. The Cloudflare Account Wallet acts as a central balance capable of receiving, holding, and managing stablecoins, while users may create Virtual Wallets for individual agents. These Virtual Wallets incorporate built‑in guardrails such as spending caps, approved merchant lists, and maximum transaction size limits. A reservation for the Cloudflare Wallet handle opened on the Tuesday of the announcement, and full wallet functionality—including on‑ramping, off‑ramping, and issuance of Virtual Wallets—is slated to roll out over the next few months. Matthew Prince, co‑founder and chief executive officer, stated, “When an agent shows up at your door, you need to know who sent it… Cloudflare can give agents a face—a link to the human or organization that owns them—so that trust, accountability, and real commerce can follow.” The company frames the launch as addressing a fundamental infrastructure gap as the internet evolves from human‑driven browsing to agent‑driven commerce, noting that existing bot‑detection solutions were built for search crawlers rather than autonomous purchasing agents.