Amazon to Gain from AI Retail Shift as Sales Could Hit 10% by 2029
Amazon will benefit from AI-driven retail, with AI accounting for 0.4% of U.S. online sales in 2025 and forecast to hit 10% by 2029, leveraging its logistics and brand. Amazon is part of the $650 billion AI infrastructure spend by tech firms as 55% of U.S. consumers voice harm concerns.
1. AI Retail Sales Forecast
In 2025 AI platforms accounted for roughly 0.4% of U.S. online retail sales and are projected to reach about 10% by 2029, presenting a significant growth opportunity for major e-commerce players.
2. Amazon’s Competitive Strengths
Amazon’s scale, recognized brand and advanced logistics network position it to capture a disproportionate share of the expanding AI-driven shopping segment as it integrates AI into product search and recommendation systems.
3. Investment and Consumer Sentiment
Amazon is among the top tech firms contributing to a combined $650 billion AI infrastructure investment this year, though a recent poll shows 55% of U.S. consumers believe AI will do more harm than good, posing potential adoption headwinds.