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PepsiCo deployed 41 fully driverless Gatik trucks in Arizona, Texas, and Arkansas to deliver Frito-Lay products to Walmart and Dollar General — the largest autonomous commercial delivery fleet in U.S. history, backed by a $600 million multiyear commitment.
68% of consumers used AI-enabled shopping tools in the past three months. Amazon and Walmart are racing to control the AI interface — the decision layer — that mediates every purchase those consumers make.
Nearly half of online shoppers now use AI during purchase journeys, and ChatGPT's share of product research has jumped from 2% to 30% in two years. Amazon and Walmart are fighting to control the AI system that determines what consumers see, consider, and ultimately buy.
Gatik has completed more than 60,000 driverless orders for Walmart. Aurora is targeting 200 driverless trucks by year-end. A sweeping industry analysis shows the autonomous freight sector has passed the pilot phase — what is emerging is a layered AI stack across existing logistics infrastructure.
At ACT Expo, leaders from Torc, Kodiak, and Gatik declared autonomous trucking has moved from proving technology to proving scale — with Gatik completing 60,000 driverless commercial orders for Walmart.
Canadian Tire, Walmart, and other major retailers are restructuring product descriptions and metadata to be parsed by AI shopping agents — the traditional SEO playbook is becoming obsolete.
Retailers embracing agentic AI risk ceding direct customer access and first-party data ownership to the platforms hosting those agents — a structural threat most are not taking seriously enough.
An AI decision layer controlled by Amazon, Walmart, and Google is increasingly determining what consumers buy before they step into a store—putting $1 trillion in annual commerce at stake.