AI shopping agents are coming, whether retailers are ready or not. The good news? Akamai Technologies Inc. (AKAM) and Visa Inc. (V) just announced a partnership to make sure merchants can actually tell the difference between a helpful AI assistant buying groceries and a malicious bot wreaking havoc.
The collaboration integrates Visa's Trusted Agent Protocol with Akamai's edge-based behavioral intelligence and bot protection capabilities. Think of it as giving merchants a sophisticated bouncer for the AI shopping era—one that can check IDs and spot troublemakers before they get through the door.
The combined solution aims to provide merchants with the authentication and fraud controls they'll need to safely engage with AI agents making digital transactions. As agentic commerce becomes more prevalent, being able to distinguish between trusted AI agents and malicious actors isn't just nice to have—it's essential.
Why This Matters for Commerce
The integrated technology allows merchants to unlock the potential of AI-driven shopping without opening themselves up to new security nightmares. Jack Forestell, Visa's Chief Product & Strategy Officer, framed it as helping the industry move confidently forward: "By collaborating with Akamai to deploy Trusted Agent Protocol, we're delivering the real-time intelligence merchants need to support AI-driven experiences without introducing new risk. This is how we help the industry move confidently into the next era of commerce."
Analyst Optimism
Meanwhile, Wall Street is taking notice of Akamai's broader momentum. KeyBanc analyst Jackson Ader recently upgraded the stock, expecting continued expansion in cybersecurity and infrastructure services. He's particularly bullish on the company's recently announced AI Inference Cloud platform, which he views as a tailwind for shares in 2026.
Ader also projects Akamai will accelerate revenue growth next year, driven by improved content delivery network pricing and rising demand for cloud computing services.
AKAM Price Action: Akamai Technologies shares were up 0.28% at $87.99 during premarket trading on Tuesday.