Walmart and Google are deepening their partnership to transform how consumers discover and purchase products, signaling a major shift in AI driven commerce. The collaboration matters to the MarTech and retail technology ecosystem because it shows how conversational AI is moving beyond search and into full scale, transaction ready shopping experiences powered by trusted data and fulfillment.
The companies announced plans to launch a new shopping experience that integrates Google Gemini with Walmart and Sam’s Club assortments, pricing, and delivery capabilities. The experience is built by Walmart and will be accessible directly within Gemini through the Universal Commerce Protocol, allowing customers to discover products and move seamlessly toward purchase within an AI driven environment.
At the core of the initiative is AI discovery designed to feel intuitive and relevant to everyday needs. When users ask Gemini for help or advice, such as recommendations for seasonal activities or household needs, the AI will automatically surface Walmart and Sam’s Club products when appropriate. Because Gemini supports conversational back and forth, customers can refine their requests and receive increasingly relevant product suggestions throughout the interaction.
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The experience is also designed to preserve familiarity and trust. When customers choose to explore products through Gemini, Walmart guides them into its own ecosystem rather than redirecting them to unfamiliar third party environments. Linked accounts allow Walmart to personalize recommendations using past online and in store purchases, suggest complementary items, combine products already in shopping carts, and extend benefits tied to Walmart Plus and Sam’s Club memberships.
Delivery speed is another central element of the experience. Customers can receive in store and club items where and when they want them, with hundreds of thousands of locally curated products available for delivery in under three hours and in some cases as fast as 30 minutes. This tight integration between AI discovery and logistics is intended to remove friction from the path between inspiration and fulfillment.
“The transition from traditional web or app search to agent-led commerce represents the next great evolution in retail. We aren’t just watching the shift, we are driving it,” said John Furner, President and CEO of Walmart U.S. and incoming President and CEO of Walmart Inc. “We want to help customers get what they need and want, when and where they want it. Partnering with Google to bring the Walmart experience directly into Gemini is another step toward creating seamless shopping experiences for customers and members that are more intuitive and personal than ever before.”
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Google sees the partnership as a model for how AI can support the entire commerce journey. “AI can improve every step of the consumer journey, from discovery to delivery. Walmart is an innovator in retail and we are excited to partner with them on a new open standard to make agentic commerce a reality. Customers will soon be able to experience everything they love about Walmart directly in the Gemini app,” said Sundar Pichai, CEO of Google and Alphabet.
As AI discovery becomes central to how consumers shop, the Walmart and Google collaboration highlights how retailers and platforms can work together to connect intelligence, personalization, and fulfillment. For marketers and commerce leaders, this move underscores how AI discovery is quickly becoming a foundation for effortless, scalable, and customer centered shopping experiences.
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