"After securing a partnership with Samsung in early 2024 for integration of Gemini Pro and Imagen 2, Google crossed another milestone on Sunday. This time, Google's partner is none other than the largest retail chain Walmart (Nasdaq: WMT). At the National Retail Federation's Big Show (NRF '26), ending on Tuesday, both Google CEO Sundar Pichai and incoming Walmart CEO John Furner announced Gemini's integration to discover products at Walmart. This includes Sam's Club, the company's response to Costco's warehouse business model."
"This time, Walmart leverages Google's latest Universal Commerce Protocol (UCP), launched on Sunday. Fitting into the existing agentic frameworks - Agent2Agent (A2A), Agent Payments Protocol (AP2) and Model Context Protocol (MCP) - UCP standardizes Alphabet's agentic commerce from discovery and buying to post-purchase support through Google Pay or PayPal. Whether shopping is done on Shopify, Etsy or Walmart, UCP makes it possible to have AI agents check availability, pricing and product details seamlessly."
"Gemini's integration is not that surprising. Mid-October 2025, Walmart partnered with OpenAI to enable "AI-first shopping", making it possible to complete purchases within ChatGPT through Instant Checkout. In practice, this means Gemini will auto-include Walmart and Sam's Club products whenever it is relevant to users' query. In other words, just as people are increasingly discovering internet content via Google's AI Overview, product discovery is now being abstracted away from traditional search and marketplaces."
Google integrated Gemini with Walmart and Sam's Club to enable agent-led product discovery and shopping across Walmart's retail ecosystem. The integration uses the Universal Commerce Protocol (UCP), which fits into existing agent frameworks Agent2Agent (A2A), Agent Payments Protocol (AP2) and Model Context Protocol (MCP). UCP standardizes agentic commerce workflows from discovery and buying to post-purchase support using Google Pay or PayPal. UCP lets AI agents check availability, pricing and product details across platforms such as Shopify, Etsy and Walmart. Gemini will automatically include Walmart and Sam's Club products when relevant to a user's query. Product discovery shifts away from traditional search and marketplaces toward AI-overview driven discovery.
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