The infrastructure race for agentic commerce is already producing winners.

Anthropic’s Model Context Protocol now runs on more than 10,000 public servers and pulls 97 million monthly SDK downloads, connecting AI applications to external tools and data.

Google’s Agent-to-Agent protocol launched in April 2025 with 50 partners and scaled to more than 100 supporting companies before moving under Linux Foundation governance.

On Jan. 11, Google unveiled the Universal Commerce Protocol, pulling in Shopify, Walmart, Target, Mastercard, Stripe, Visa, and American Express as early supporters, aiming to standardize how agents navigate live checkout flows.

Coinbase’s x402 protocol handles the payment transport layer, enabling automatic stablecoin…