In February 2026, AI-driven shopping agents executed over 120 million transactions via Alipay’s AI Pay platform during a single week, according to a NielsenIQ report titled *The Commerce Revolution: Where East Meets West*. The report, which draws on data from McKinsey, Morgan Stanley, and Adobe, highlights the rise of agentic commerce. McKinsey projects the global potential for agentic commerce to range between $3 trillion and $5 trillion by 2030, while Morgan Stanley anticipates AI agents could drive between $190 billion and $385 billion—approximately 10 to 20 percent—of U.S. eCommerce in the same timeframe. Adoption is led by Asia, with Alibaba’s Qwen assistant reaching 100 million monthly active users two months post-launch. In contrast, Western markets show slower uptake, though Adobe Analytics data indicates traffic from generative AI to U.S. retail websites surged by 1,200 percent between July 2024 and February 2025. NielsenIQ consumer insights reveal that 34 percent of consumers use AI for product research, 23 percent for distilling reviews, but only 8 percent have allowed AI to finalize a purchase. Emilie Darolles, President of West Europe at NielsenIQ, noted that while the West debates AI shopping, parts of Asia already execute purchases at scale.