Analysis-AI shopping agents could threaten Amazon and Walmart's ad business分析显示，人工智能购物代理可能会威胁亚马逊和沃尔玛的广告业务。
Nov 4 (Reuters) - The rise of AI-led shopping is posing a conundrum for retailers like Walmart and Amazon: how to enable AI agents to shop on their websites, without threatening their lucrative advertising revenue and the customer data that fuels it.
FILE PHOTO: Amazon's logo is seen in this illustration created on February 11, 2025. REUTERS/Dado Ruvic/Illustration/File Photo/File Photo
Nov 4 (Reuters) - The rise of AI-led shopping is posing a conundrum for retailers like Walmart and Amazon: how to enable AI agents to shop on their websites, without threatening their lucrative advertising revenue and the customer data that fuels it.
Retail powerhouses Walmart and Amazon are also the world's two largest retail media businesses, dominating the estimated $74.4 billion in US retail media spending with a combined 88% share of that market, according to projections from data firm Emarketer. But digital assistants could soon disrupt that business.
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资料图片：这张创作于2025年2月11日的插图显示了亚马逊的标志。路透社/Dado Ruvic/插图/资料图片/资料图片
11 月 4 日（路透社）——人工智能主导的购物的兴起给沃尔玛和亚马逊等零售商带来了一个难题：如何在不威胁其利润丰厚的广告收入和支撑这些收入的客户数据的情况下，让人工智能代理在其网站上购物。
零售巨头沃尔玛和亚马逊同时也是全球最大的两家零售媒体公司，据数据公司Emarketer预测，它们在美国零售媒体支出总额估计为744亿美元的情况下，合计占据了88%的市场份额。但数字助理可能很快就会颠覆这一行业。
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