Google launches Universal Cart to transform AI shopping across its entire ecosystem

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Google unveiled Universal Cart at I/O, a centralized shopping hub that aggregates all online purchases across Search, Gemini, YouTube, and Gmail. The Gemini-powered Universal Cart tracks deals, monitors price drops, and flags product compatibility issues. Google also introduced its Agent Payments Protocol (AP2), allowing AI agents to make payments autonomously within user-defined limits, signaling a shift toward agentic AI controlling the entire online shopping experience.

Google Positions AI at the Center of Online Commerce

At Google I/O on Tuesday, Google introduced Universal Cart, a centralized shopping hub designed to transform how consumers navigate the online shopping experience

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. The announcement signals Google's push to turn AI assistants from passive recommendation tools into active participants in online commerce, positioning itself to control more of the entire shopping journey and potentially reshape the relationship between consumers and merchants competing for their attention

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Source: Google

Source: Google

With Universal Cart, users can aggregate all online purchases from anywhere on Googleโ€”while browsing Search, chatting with Gemini, watching YouTube, or reading Gmail

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. The feature addresses a fundamental reality that Google knows well: most people shop across multiple devices, multiple retailers, and over the course of many days

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. Vidhya Srinivasan, vice president and general manager of ads and commerce at Google, describes the cart almost like a personal shopper working in the background, with a cart icon displayed next to a user's profile picture

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Gemini-Powered Universal Cart Delivers Proactive Intelligence

Once items are added, the Gemini-powered Universal Cart tracks deals, monitors price drops, surfaces price history insights, and alerts users when items are back in stock

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. The AI-driven shopping tool uses advanced reasoning in Gemini models to anticipate and solve problems shoppers might not even know about

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. For example, if someone is building their first custom PC and adds parts from multiple merchants into a single cart, Google may flag product compatibility issues, such as a processor that doesn't work with the motherboard selected, and suggest an alternative

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Source: CNET

Source: CNET

For frequent travelers or rewards maximizers, the feature surfaces hidden savings and helps stretch points further because it's built on Google Wallet

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. The system knows which merchants users like, which loyalty programs they participate in, and will flag options for additional savings or points maximization

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. Google shopping now leverages a massive, constantly refreshed "shopping graph" that tracks more than 60 billion product listings

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One-Step Checkout Across Multiple Retailers Through Universal Commerce Protocol

Thanks to Google's open-standard Universal Commerce Protocol (UCP), users can experience one-step checkout across multiple retailers directly through Google with participating merchants, or transfer their items to the merchant site and complete the purchase there

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. UCP is a shared language co-developed with major retailers and platforms including Shopify, Wayfair, Target, and Walmart, designed to let agents and systems operate together across a shopper's journey

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. Compatible retailers include big names such as Nike, Sephora, Target, Fenty, and Steve Madden

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Universal Cart is rolling out in the U.S. today and coming to the Gemini app this summer, with YouTube and Gmail to follow

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. UCP is expanding to more categories, like hotels and local food delivery services, and will expand beyond the U.S. to Canada and Australia in the coming months, with the U.K. to follow

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AI Agents to Make Payments Autonomously With Agent Payments Protocol

The more consequential announcement for the commerce industry may be Agent Payments Protocol (AP2), Google's protocol designed to let AI agents to make payments securely on users' behalf within defined limits

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. Suresh Ganapathy, Google's senior director of consumer shopping, envisions a world where users can tell their agent to buy something within certain budget constraints from a certain set of merchants, and the agent only buys if it meets all criteria while keeping data safe and secure

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Source: Lifehacker

Source: Lifehacker

At Google I/O, Google detailed the guardrails users can set, including specifying the brands and products they want and a spending limit

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. When those conditions are met, the agent makes the purchase automatically. Under the hood, AP2 creates a transparent, verifiable link between the user, the merchant, and the payment processor, with encryption protecting user data throughout

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. The protocol includes tamper-proof digital records that ensure the agent is always acting on the user's behalf, and a permanent audit trail that both buyers and sellers can reference for returns or disputes

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. Google plans to bring AP2 to its own products in the coming months, starting with Gemini Spark

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Implications for Retailers and the Future of AI Shopping

Google's integration of agentic AI into shopping would give the company direct visibility into what consumers discover, consider, and ultimately buyโ€”a degree of commercial influence that retailers and payment processors will be watching closely . Widespread adoption of AI shopping could mean customers have little reason to actually visit a store's website at all, what The Verge calls "the Doordash problem"

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. As more shoppers use AI chatbots to research products or get recommendations, getting surfaced in AI search platforms is becoming increasingly urgent for retailers and brands

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Srinivasan says Google is "very focused" on the value exchange between all parties, emphasizing that consumers benefit, but merchants must benefit too, because in the long run, that's the only way it works

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. Google does not currently take a cut of sales or a commission for products purchased

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. Srinivasan describes Google's place in the interaction as a "matchmaker" that wants to facilitate lots of consumers talking to lots of merchants rather than becoming the merchant of record

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. Despite the transformative changes AI has brought to the workplace, business, and culture, tech companies are still trying to make the case to the average person that AI can improve their lives or make tedious, unpleasant tasks easier

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