Investing.com • Timothy Fries Walmart Gains Strategic Edge as Gemini Embeds Shopping at the Intent Level
01/13/2026 11:42 AM • 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.
WMT - 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.