Recently, Walmart and Google announced a new partnership, allowing consumers to complete the entire shopping process directly through Gemini. This move is not only a business alliance between two giants, but also signifies that the commercialization of artificial intelligence has broken through the limitations of “information intermediaries” and entered the core stage of “transaction execution.” AI assistants, once merely question-and-answer tools, are now becoming key hubs connecting consumer demand and commercial services, driving a fundamental restructuring of the business ecosystem.
Gemini’s layout in building AI-powered economic checkout infrastructure is highly indicative of industry trends. By integrating retail and payment platforms such as Walmart, Shopify, and Etsy, Google has built a unified, universal business layer, clearing obstacles for AI agents to complete transactions. It’s worth noting that the monthly transaction volume of retail tokens on GCP has reached $100 trillion. This massive base does not yet include the contribution of AI agents after widespread adoption, indicating a vast potential for AI-driven commercial growth.
From technology implementation to business closed loops, AI is reshaping the core logic of the consumption chain. Consumers no longer need to switch between multiple platforms; they can complete the entire process from product discovery to payment simply through natural conversation. This “UI-free” interaction significantly lowers the barrier to entry for consumers. For merchants, integrating into the AI ecosystem means gaining new traffic entry points and conversion paths, while AI’s precise analysis of consumer data can further support supply chain optimization and personalized marketing.
This transformation has already begun the AI business race, and Google’s approach is not an isolated case. As various AI assistants enhance their transaction functions, the power dynamic in the business ecosystem is shifting towards platforms that possess core AI technologies and ecosystem integration capabilities. In the future, AI will not only be an efficiency tool but also a core engine for the flow of commercial value, driving “proxy commerce” to become the mainstream form of the next generation of business revolution.
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