At the NRF 2026 Retail Expo, Google and Walmart announced the establishment of a partnership to integrate Google's Gemini AI into Walmart and Sam's Club's product discovery systems. This collaboration leverages Google's new universal commerce agreement (UCP) to standardize AI-driven business processes from search to checkout (via Google Pay or PayPal). Meanwhile, Alphabet's Wing drone delivery service has expanded to 150 Walmart stores, bringing the total number of covered stores to 270. This partnership highlights a shift in business models from traditional search to agent-led commerce and extends Google's influence from information discovery to transaction coordination.

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