Google launches Universal Cart to transform AI shopping across Search, Gemini, and YouTube

Reviewed byNidhi Govil

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Google unveiled Universal Cart at I/O on Tuesday, an AI-powered shopping hub that aggregates purchases across its ecosystem. The centralized shopping experience tracks price drops, monitors deals, and flags compatibility issues as users shop across Search, Gemini, YouTube, and Gmail. Google also announced updates to its Agent Payments Protocol, enabling AI agents to make autonomous purchases on behalf of users.

Google Unveils Universal Cart as AI Shopping Takes Center Stage

At Google I/O on Tuesday, Google introduced Universal Cart, an AI-powered shopping hub designed to manage purchases across its entire ecosystem

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. The tech giant simultaneously announced updates to its Agent Payments Protocol (AP2), signaling an aggressive push to transform AI assistants from passive recommendation tools into active participants in online commerce

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. By launching this centralized shopping experience and building infrastructure that lets software agents complete purchases autonomously, Google is positioning itself to control more of the entire online shopping journey.

Source: SiliconANGLE

Source: SiliconANGLE

How Universal Cart Works Across Google's Ecosystem

With Universal Cart, users can add products they're considering from anywhere on Google—while browsing Google Search, chatting with Gemini, watching YouTube, or reading Gmail

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. Once items are added, the system's agentic AI tracks deals, monitors price drops, surfaces price history insights, and alerts users when items are back in stock

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. The feature is built around something Google knows well: most people shop across multiple devices, multiple retailers, and over the course of many days

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. A cart icon will be displayed next to a user's profile picture across Google properties

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Vidhya Srinivasan, vice president and general manager of ads and commerce at Google, described the challenge Universal Cart addresses: "A lot of the ways I capture this is by having many, many, many tabs open and by syncing profiles and things like that. And it kind of works. What the shopping cart does from a current problem perspective is it brings all of this together"

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AI Acts as Personal Shopper with Product Compatibility Checks

The cart uses AI to help shoppers make better decisions and anticipate problems they might not have considered

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. For example, if you're building your first custom PC and add 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 you selected, and suggest an alternative

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. Suresh Ganapathy, Google's senior director of consumer shopping, told reporters he hopes the AI tools create shopping experiences that feel "fun and powerful and intelligent," allowing shoppers to delegate tedious tasks to AI while enjoying the fun aspects

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Source: CNET

Source: CNET

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

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. The system will suggest payment methods and identify ways to save money by connecting retailer loyalty programs and credit cards

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Universal Commerce Protocol Enables Seamless Checkout

Thanks to Google's open-standard Universal Commerce Protocol (UCP), users can check out directly through Google with participating merchants—including Nike, Sephora, Target, Fenty, Steve Madden, Wayfair, and Walmart—or transfer their items to the merchant site and complete the purchase there

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

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Source: TechCrunch

Source: TechCrunch

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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. Google also announced that 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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Agent Payments Protocol Enables Autonomous Purchases

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

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. At I/O, Google detailed the guardrails users can set, including specifying the brands and products they want and a spending limit. When those conditions are met, the agent makes the purchase automatically

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Ganapathy explained the vision: "Imagine you could go tell your agent to buy something within certain budget constraints from a certain set of merchants and your agent is able to go do that, and it only buys it if it meets all of those criteria, and it keeps your data safe and secure"

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. Google plans to bring AP2 to its own products in the coming months, with AP2-based products arriving on its platform this fall

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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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What This Means for Retailers and the Future of Commerce

That integration would give Google direct visibility into what consumers discover, consider, and ultimately buy—a degree of commercial influence that retailers and payment processors will be watching closely

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. Widespread adoption of agentic shopping could mean customers have little reason to visit a store's website at all, a concern some have dubbed "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 describes Google's role as a matchmaker rather than a merchant of record, emphasizing that the company does not currently take a cut of sales or commission for products purchased

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. "We really want to facilitate lots of consumers talking to lots of merchants," she says, noting that Google is "very focused" on the value exchange between all parties

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. Google's massive shopping graph tracks more than 60 billion product listings, providing the foundation for these AI-driven shopping experiences

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