In a strategic move, Google and Sea Ltd unveil a partnership to develop artificial intelligence tools for Shopee and Garena, signaling deeper AI integration into Southeast Asia’s e-commerce and gaming ecosystems.

The collaboration aims to monetize AI beyond simple queries, enabling a broader range of tasks such as enhanced shopping experiences and complex workflows across platforms.

A key feature is an agentic shopping prototype for Shopee designed to improve discovery, engagement, and transactional experiences, with cross-platform capabilities.

Investor materials present multiple ratings categories (Trader, Investor, Global, Quality, ESG MSCI) and note that these are composite assessments.

Analysts show a mean buy rating on Sea and Alphabet, with dozens of analysts contributing, and current price action suggesting meaningful upside given a target price around $373 for Alphabet-based valuation.

Geographic revenue distribution highlights the US as the largest contributor, followed by Europe-Middle East-Africa and Asia-Pacific.

Sea Limited employs roughly 190,820 people.

Reuters reports the news on February 19, 2026, noting industry competition and AI-era capabilities shaping the storyline.

Key challenges include data privacy, balancing personalization with user trust, cross-platform technical integration, AI talent gaps, and navigating diverse Southeast Asian regulatory environments.

Industry context suggests agentic transactions offer substantial ROI but face regulatory fragmentation and varying data privacy/localisation laws across Southeast Asia.

Market context shows Sea Limited shares rising modestly while Alphabet’s stock remained flat at the time of reporting.

Pilots and phased rollouts in 2026 across Southeast Asia are planned, balancing innovation with usability, trust, and inclusivity.