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Walmart opens tap-to-pay to all wallets; Amazon invests billions in AI infrastructure for retail edge.

Market News
10 Sep 2026
PYMNTS
View Source
Bullish
Walmart opens tap-to-pay to all wallets; Amazon invests billions in AI infrastructure for retail edge.

Walmart is expanding tap-to-pay options across its U.S. stores, allowing Apple Pay, Google Pay, Samsung Pay, and contactless cards to enhance checkout convenience and focus on broader customer engagement rather than controlling payment methods. Meanwhile, Amazon is investing heavily in AI infrastructure, including a $60 billion chip deal with Qualcomm and raising nearly $6 billion in bonds, aiming to strengthen upstream retail competition through AI-powered discovery, personalization, and commerce. These moves highlight a shift in retail technology where owning customer intelligence and relationships is becoming more important than controlling the payment transaction itself. Retailers now prioritize seamless customer experience and data-driven decision-making over proprietary payment systems.

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