TendieTensor TendieTensor
You’re browsing as
Guest
Free Preview
Sign in/sign up to unlock all features.

News  ›  Investing.com

Walmart Gains Strategic Edge as Gemini Embeds Shopping at the Intent Level

Investing.com Logo Investing.com By Timothy Fries
Walmart Gains Strategic Edge as Gemini Embeds Shopping at the Intent Level

Google announced integration of its Gemini AI with Walmart and Sam's Club at the National Retail Federation's Big Show, enabling AI-driven product discovery and shopping within Gemini. The partnership leverages Google's new Universal Commerce Protocol (UCP) to standardize agentic commerce. Additionally, Walmart and Google expanded Wing drone delivery service to 150 more stores, bringing total coverage to 270 locations. This positions both companies to compete with Amazon in logistics while establishing protocol-level commerce integration.

Insights
CMApB   neutral

Proposed sale to Fifth Third Bancorp with shareholders expected to own 27% of combined company


WMT   positive

Walmart gains strategic advantage through Gemini integration for product discovery at the intent level, expanding AI-first shopping capabilities and drone delivery coverage to 270 stores, strengthening competitive position against Amazon.