📋 Quick Takeaways

• Google launches Universal Commerce Protocol (UCP) at NRF 2026, enabling AI agents to complete purchases across platforms with 20+ major retailers endorsing the standard
• Meta secures 6.6GW nuclear power deals with TerraPower, Oklo, and Vistra to fuel its Prometheus AI supercluster through 2035
• ASML named top semiconductor pick for 2026 by Bernstein with price target raised to €1,300, citing AI-driven chip demand
• McKinsey projects AI-driven retail market could reach $3-5 trillion by 2030 through agentic commerce
• Salesforce reports AI agents drove 20% of holiday retail sales, validating agentic commerce adoption
• 45% of consumers now use AI during shopping journeys according to IBM-NRF study released at Retail’s Big Show

🚀 AI Commerce Infrastructure

Google Unveils Universal Commerce Protocol at NRF 2026

Industry-Defining Standard: Google announced the Universal Commerce Protocol (UCP) at the National Retail Federation’s Big Show on January 11, establishing an open standard for AI-powered commerce that enables seamless transactions across platforms.