Tech giants Google (GOOGL) and Sea Ltd. (SE) have announced a new partnership to build artificial intelligence tools for Sea’s e-commerce and gaming businesses. As part of the agreement, the companies will explore creating an “agentic” AI shopping assistant for Shopee, which is Sea’s flagship online marketplace. This means developing systems that can actively help users browse products, compare options, and complete purchases rather than simply answering questions.
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Interestingly, the partnership is part of a growing trend in which AI models are being designed to perform complex tasks across apps and workflows, not just provide text responses. For example, China’s Alibaba (BABA), whose Lazada platform competes directly with Shopee in Southeast Asia, recently introduced a new model tailored for the “agentic AI era.”
As a result, improving the shopping experience with AI could help Sea maintain its 52% market share in the region. At the same time, Google and Sea’s gaming division, Garena, also plan to use AI tools to improve game development. This could include automating design processes, testing, or content creation to speed up production cycles. Notably, this project builds on an earlier collaboration between Shopee and YouTube in 2024.
Which Tech Stock Is the Better Buy?
Turning to Wall Street, out of the two stocks mentioned above, analysts think that SE stock has more room to run than GOOGL. In fact, SE’s price target of $183.32 per share implies 57.2% upside versus GOOGL’s 25.1%.
