Four large platforms have taken different positions on letting outside AI agents reach their catalogs and checkout. This explains what each model means for discovery, payment data and product feeds.
Our takeAgent visibility on Amazon and Mercado Libre runs through their own listings and ads for now, while Walmart and Shopify reward product data that outside agents can read.
Amazon says millions more customers will get the option in the coming weeks, but has not said whether ads will appear in text replies.
Our takeFor brands on Amazon, a text reply fits very few products, and Workflow Labs research cited by PPC Land found Rufus narrowed 50 results to roughly five. Amazon has not said how products are picked in texts, whether sponsored prompts will run there, or whether Shop Direct merchants will see text-originated sales.
The REDATA law requires 10% of qualifying capacity to be offered locally, as AWS, Microsoft and Google expand their Brazilian footprints.
Our takeFor commerce teams in Brazil, more local AI data center capacity could mean lower latency for AI search, recommendations and service agents, plus clearer answers on where data is processed.
Andy Jassy wants Amazon's own assistant to be the main way people shop its store, though he hinted the block on outside agents may ease.
Our takeAlexa for Shopping looks set to be the agent that matters for brands' Amazon revenue, since Amazon intends to keep shoppers and sponsored placements inside it, though the 50% spending figure is likely correlation.
Microsoft says demand exceeds capacity, Amazon holds 2026 capex near $220 billion and Alphabet flags a significant 2027 step-up.
Our takeMicrosoft's numbers matter most: about 75% of its capex buys short-lived hardware and demand exceeds supply, so providers have little reason to cut inference prices and good reason to favor committed customers.
Agent Profiles let shoppers approve each order or set a limit, and an MCP-based Agent Gateway is in beta for developers.
Our takeWalmart gives outside agents their own identity and spending limits while keeping card data and purchase history in-house, so it can accept agent orders without becoming a simple fulfillment endpoint.