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.
Q3 revenue rose 45% to $13.4 billion, and Anthropic, Meta, Microsoft, OpenAI and Oracle brought their first Helios racks online.
Our takeCommerce teams pay for AI inference, and a second chip supplier shipping at scale to Anthropic, Meta, Microsoft, OpenAI and Oracle could help ease GPU and token prices over time.
Q3 revenue rose 32% to $3.74 billion as Shopify pushed its Catalog and Shop Pay wallet into a growing list of third-party AI agents.
Our takeShopify did not disclose the base behind its 3.3x AI order growth, so the more useful signal is Finkelstein's claim that Catalog-powered searches convert at twice the rate of general AI search.
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.
The roughly one-trillion-parameter model is free to self-host and commercialize, and Mistral halved its API prices.
Our takeFor European retailers and agencies with data-residency rules or a mandate to rely less on US vendors, this is Mistral's largest self-hostable model yet. Its trillion-parameter scale needs serious multi-GPU hardware, so most teams will likely use it through Mistral's API or a cloud marketplace.
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.