Walmart and Google announced a new partnership that integrates Walmart and Sam’s Club shopping experiences directly into Google’s Gemini AI assistant, positioning the collaboration as an effort to simplify product discovery and purchasing through conversational AI interfaces.

The announcement was made during the National Retail Federation conference in New York, where the companies described the integration as a shift from traditional search and app-based shopping toward what they characterized as agent-led commerce. Rather than redirecting users to external websites or apps, Gemini will surface Walmart and Sam’s Club products directly within its responses when relevant to a user’s query.

Walmart Google Gemini AI Shopping Partnership with a NVIDIA PNY RTX 5070

Above is an image of the Walmart Site with an NVIDIA PNY GeForce RTX 5070 GPU displayed and a Google Gemini AI question to find the best price for the GPU (forward looking at the partnership). Image created by NavFile.

The announcement states that the experience allows users to browse products, build carts, and complete purchases without leaving the Gemini interface. Walmart stated that the integration operates through Google’s Universal Commerce Protocol, which Google has described as an open framework designed to enable transactional actions within AI assistants. Walmart did not indicate that the protocol extends beyond the Gemini environment or extends to other commerce platforms.

The partnership also includes optional personalization features. When users choose to link their Gemini and Walmart accounts, Gemini may surface recommendations based on past online and in-store purchases, including complementary items related to a shopper’s prior activity. These recommendations are presented as additive tools rather than replacements for Walmart’s existing digital storefronts.

Delivery logistics are handled through Walmart’s fulfillment network. The company stated that customers may be eligible for delivery in under three hours, and in some cases as fast as approximately 30 minutes, depending on location and availability. The announcement did not describe delivery speed as guaranteed and did not provide additional detail on geographic coverage or service constraints.

Walmart President and CEO of Walmart U.S. John Furner described the integration as using conversational AI to reduce friction between product discovery and purchase. Google Chief Executive Officer Sundar Pichai described the integration as bringing Walmart’s retail capabilities directly into the Gemini assistant, allowing users to act on shopping intent within a single interface.

Both Walmart and Google stated that the experience will launch first in the United States, with plans to expand internationally over time. No specific rollout dates were provided beyond the initial U.S. availability.

The announcement did not disclose financial terms, revenue-sharing arrangements, performance benchmarks, or adoption metrics at launch. Details regarding data handling, privacy controls, and long-term integration were also not outlined. As presented, the integration reflects Walmart’s continued investment in AI-enabled retail systems and Google’s effort to extend Gemini beyond information retrieval into transactional use cases. Its operational impact will depend on rollout execution and customer uptake following the initial launch.