Walmart expands AI-powered shopping with Google Gemini
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Illustration: Shoshana Gordon/Axios
Walmart said Sunday it is bringing its shopping experience directly into Google's AI assistant, Gemini, letting customers discover products, build carts and purchase without leaving the chat.
Why it matters: This marks the latest step by the world's largest retailer in using AI to streamline shopping and checkout.
- This follows Walmart's partnership with OpenAI and comes as Google and retailers push to make AI-powered checkout work across platforms.
Driving the news: Walmart and Google unveiled the partnership Sunday at the National Retail Federation's annual conference in New York.
- The experience pairs Google's AI with Sam's Club and Walmart's assortment, pricing and delivery options.
- It launches first in the U.S., with international expansion to follow, Walmart said.
Between the lines: Walmart is one of the first major retailers to use Google's new Universal Commerce Protocol — also announced at NRF 2026 — to let AI agents complete checkout.
- Incoming Walmart CEO John Furner called agent-led commerce "the next great evolution in retail."
What they're saying: "Our goal is simple: We are collapsing the distance between 'I want it' and 'I have it,'" Walmart U.S. chief e-commerce officer David Guggina told Axios.
- "By bringing the Walmart and Sam's Club experiences into Gemini, we aren't just meeting people where they shop; we're anticipating how they live."
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