The agentic commerce infrastructure race is heating up. Google partnered with Loblaw to integrate AI Mode and Gemini into grocery shopping, while eBay began testing agentic AI search with enthusiast buyers. Meanwhile, payments and logistics firms are positioning themselves as enablers: ACI Worldwide is building payment rails for AI agents, and Pipe17 is pitching 3PL readiness as a competitive advantage. DoorDash signaled confidence that it can survive the AI shopping agent wave by owning the fulfillment layer. The week’s news reveals a clear pattern: platforms are experimenting with direct AI shopping interfaces, while backend players are rushing to become indispensable plumbing. The question is shifting from whether AI shopping will happen to who will capture the transaction value when it does.
Top 3 Stories We’re Tracking
Loblaw partners with Google to allow customers to shop through AI Mode and Gemini
Google and Canadian grocer Loblaw announced a partnership allowing customers to shop through Google’s AI Mode and Gemini. This is a direct retailer integration with Google’s AI shopping capabilities. The deal gives Google a major grocery retailer testing ground for its agentic commerce vision.
eBay Tests Agentic AI Search on Enthusiast Buyers
eBay is piloting agentic AI search features with its enthusiast buyer segments. This signals that even established marketplaces are experimenting with AI-first product discovery. eBay’s focus on enthusiasts suggests they’re testing with high-intent, high-value shoppers first.
Why DoorDash isn’t afraid of AI shopping agents
DoorDash stated it is not worried about AI shopping agents disrupting its business. The company believes it owns the critical fulfillment layer that AI agents will need to use. This is a bet that controlling last-mile delivery insulates them from AI-driven disintermediation.
Trends to Watch
- Major platforms (Google, eBay) are moving from experimentation to live retailer partnerships for AI shopping.
- Infrastructure players (payments, logistics, security) are racing to position themselves as essential enablers of agentic commerce.
- Retailers are investing in AI but consumer trust and adoption remain key hurdles.
- The market is splitting into two camps: those betting on controlling fulfillment/infrastructure versus those betting on owning the AI interface.