PayPal says AI shopping agents are creating an invisible storefront economy

AI agents have already started buying on behalf of customers. Yet most ants still lack the infrastructure to serve them. That disconnect sits at the center of PayPal’s first U. S. Agentic Commerce Pulse Survey, based on responses from 498 decision-makers across small businesses, mid-market firms, and large enterprises. Nearly 95% of ants report that they can already track or observe traffic originating from AI agents, including web crawling from systems like ChatGPT and Google Gemini.