Google’s new Universal Cart wants to follow you across the entire internet

Universal Cart is rolling out in the U.S. today and coming to the Gemini app this summer, with YouTube and Gmail to follow, Google says.

Google also announced that UCP is expanding to more categories, like hotels and local food delivery services. UCP-powered experiences will also expand beyond the U.S. to Canada and Australia in the coming months, and later to the U.K.

The more consequential announcement for the commerce industry may be AP2, Google’s protocol designed to let AI agents securely make payments on users’ behalf within defined limits. At I/O, Google detailed the guardrails users can set, including specifying the brands and products they want, and a spending limit. When those conditions are met, the agent makes the purchase automatically.

Google says it’s bringing AP2 to its own products in the coming months. That integration would give Google direct visibility into what consumers discover, consider, and ultimately buy, and it’s a degree of commercial influence that retailers and payment processors will be watching closely.

Under the hood, AP2 creates a transparent, verifiable link between the user, the merchant, and the payment processor, with encryption protecting user data throughout. The protocol also includes tamper-proof digital records that ensure the agent is always acting on the user’s behalf, and a permanent audit trail that both buyers and sellers can reference for returns or disputes.