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Startups & Venture·July 22, 2026·1 min read

AI Mania to Fuel Australia Deals, Top Underwriter Macquarie Says

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Macquarie calling out AI supply-chain demand as a driver of Australian capital markets says the region is positioning as a picks-and-shovels play. Operators in APAC should expect easier access to capital for infra-adjacent AI bets than for pure software clones.

Startups & Venture

Source: Stripe revenue jumped by a third to $6.8B in 2025, its fastest revenue growth since 2021, with free cash flow up 52% to $3.2B

Stripe growing revenue ~33% to $6.8B and free cash flow 52% to $3.2B — driven partly by AI customers — means the AI boom is already reshaping payments economics. If you’re building infra around AI-native businesses, assume they can support premium take rates today but will demand volume discounts and deeper integration quickly.