Reuters-based reporting from multiple outlets finds that AI-powered shopping assistants like Walmart’s Sparky and Amazon’s Rufus helped push US Black Friday online spending to a record US$11.8 billion, up 9.1% year-on-year, with Adobe Analytics citing an 805% jump in AI-driven traffic to retail sites. Salesforce estimates that globally, AI agents influenced US$14.2 billion in Black Friday online sales, underscoring how conversational recommendation tools are rapidly becoming a central interface for e-commerce. ([straitstimes.com](https://www.straitstimes.com/world/united-states/ai-helps-drive-record-us11-8-billion-in-black-friday-online-spending-in-the-us))
Amazon plans to invest $12.7 billion in cloud and AI infrastructure in India by 2030 to support small businesses and AI education.
Salesforce acquires Informatica for $8B to enhance AI data management capabilities


