The era of AI commerce is underway, with more consumers using AI tools to discover, research, and even purchase products. After leaning heavily into commerce, AI platforms such as ChatGPT, Google, and Perplexity will drive a growing share of ecommerce sales through 2029. But despite innovations like Instant Checkout and partnerships with prominent payment players, most transactions are still completed on retailer websites. And future growth could stall or accelerate, depending on consumer experiences and strategies by the major players.

Key Question: What is the outlook for AI commerce in 2026 and beyond?

Key Stat: AI platform-driven ecommerce sales will surpass $144 billion by 2029, which will be 8.8% of total retail ecommerce sales.