Agentic commerce has moved from buzzword to balance sheet, and the numbers prove it. AI-driven commerce is projected to grow from under $50 billion this year to nearly $300 billion by 2030, rising from roughly 3% to 15% of total US e-commerce sales.

AI is gaining influence over what consumers discover and consider long before it commands a meaningful share of the digital economy. But existing advantages in reaching consumers, earning trust, and driving transactions still matter.

Helping agents find more granular information could help get more consumers on board.

We look at what payment providers need to do to win agentic commerce share.

US ecommerce is poised to enter a phase of mature and stable growth, but AI remains a wild card that could significantly alter the trajectory of retail’s online shift.

The latest data reveals where digital markets are headed as genAI adoption scales toward 3 billion users worldwide and new leaders emerge in advertising, retail media, and ecommerce.

Convincing consumers to download the plugin will be an uphill battle for a traditionally backend brand.

PayPal’s fusion with Stripe could reorder the landscape of crypto, BNPL, agentic commerce and digital wallets.

Last November, we identified 11 trends we expected to shape the business landscape in 2026. Our Trends 2026 update reveals where expectations are holding, where surprises have emerged, and what businesses should watch through year-end.

AI is reshaping search and shopping: Traffic is shifting to chatbots and AI tools, but monetization is still limited for most players.

AI is transforming Latin America's digital economy, changing how consumers discover products, make purchases, and engage with businesses. Companies that adapt their commerce and customer experience strategies will be better positioned to compete.

India is emerging as a leading market for AI-powered commerce, supported by high genAI adoption, growing acceptance of agentic shopping, and consumers’ willingness to share data in exchange for better AI experiences.

Block can use the program to attract more sellers while rewarding Cash App users.

Cloudflare turns AI agents into paying customers: Wallet lets brands monetize agent queries instead of filtering them as bot traffic.

Despite macroeconomic uncertainty, consumers demonstrated resilience.

Acquiring the AI startup would allow Stripe to expand its footprint in agentic and AI commerce.

Agentic commerce is reorganizing retail around five ecosystem layers. As AI agents gain influence, retailers and brands must decide where to compete, where to partner, and who controls the customer relationship.

Shoppers embrace AI platforms for discovery and research, but most still make purchases on retailer websites and apps.

Agentic retail has moved fast. Twelve months ago, most brands treated it as an experiment worth watching. Today the question is no longer whether AI agents will reshape how consumers discover and buy, but how quickly commerce infrastructure can catch up.

A successful takeover could reorder the balance of power for digital wallets and agentic commerce.