Today’s news signals a major inflection point for AI commerce infrastructure. Google’s partnership with Sea Ltd to build AI shopping tools for Shopee marks a significant platform move into Southeast Asian e-commerce. Meanwhile, consumer behavior data shows the tipping point has arrived: over 70% of shoppers now use AI to find deals. This isn’t future speculation. It’s present reality. Retailers are responding by doubling down on AI investments, according to ShipStation research forecasting a surge in operational AI spending. Wall Street is paying attention. Morgan Stanley calls Amazon its top pick based on GenAI momentum, with analysts projecting 50% upside from what they call “underappreciated” AI potential. The message is clear: AI commerce is shifting from experimental to essential, and the infrastructure layer is being built at scale.
Top 3 Stories We’re Tracking
Google Partners with Sea Ltd to Create AI Shopping and Gaming Tools
Google is partnering with Sea Ltd (parent of Shopee, Southeast Asia’s largest e-commerce platform) to develop AI-powered shopping and gaming tools. This represents Google’s direct push into agentic commerce infrastructure for a major regional marketplace. The partnership puts Google Cloud and AI capabilities directly into the hands of millions of Southeast Asian shoppers.
Shopper Study: More Than 70% of Shoppers Turn to AI to Find Deals
New consumer research shows that over 70% of shoppers are now using AI tools to discover and evaluate deals. This data point marks a critical threshold: AI shopping has moved from early adopter behavior to mainstream consumer habit. The shift creates urgency for retailers to understand how they show up in AI-powered product discovery.
Amazon Remains Morgan Stanley’s Top Pick on GenAI Momentum
Morgan Stanley names Amazon its top stock pick, citing “underappreciated” GenAI potential that could drive the stock 50% higher. Analysts point to Amazon’s AI shopping capabilities and AWS infrastructure as major growth drivers. Wall Street is now pricing in AI commerce as a core value driver, not a side project.
Trends to Watch
- Platform giants (Google, Amazon) are now competing to own AI shopping infrastructure at a global scale, moving beyond experimental features to core strategic partnerships.
- Consumer adoption of AI shopping has crossed the mainstream threshold, with 70%+ usage creating urgency for retailers to invest in AI commerce capabilities.
- Wall Street is repricing major tech stocks based on AI commerce potential, signaling that investors view agentic shopping as a primary revenue driver, not a future bet.
- Infrastructure layer for AI commerce is being built now: from logistics optimization to cloud-powered shopping assistants, the backend tools are racing to support agentic experiences.