Verified
Lowe's
Scaling- Retail
- ~276,000 associates
- Mylow, built with OpenAI
- 25M+ assistant questions (Aug 2026)
- Mylow Companion in 1,700+ stores
Lowe's deploys AI through Mylow, a customer assistant built with OpenAI and launched in Mar 2025, and Mylow Companion, the same system on associates' handheld devices in every store since May 2025; the two had answered more than 25 million questions by Aug 2026. Lowe's also runs AI models for search, pricing and demand planning, and runs AI on Dell servers with NVIDIA GPUs in its data centers and stores. Seemantini Godbole, Chief Information and AI Officer since Sep 1, 2026, owns AI and reports to CEO Marvin Ellison.
corporate.lowes.comTheir approach to AI
- The platform
- Lowe's built an AI platform with reusable components on an omnichannel data network designed to work across leading large language models (Seemantini Godbole, Dec 2024), and runs AI on Dell servers with NVIDIA GPUs in its data centers and in micro data centers in its stores (Dell, Oct 2025).
- The models
- Lowe's built Mylow and Mylow Companion on OpenAI models, which NVIDIA says Lowe's fine-tunes on its own data, and said in Jan 2026 it is adding Google Cloud's Gemini Enterprise for Customer Experience to Mylow; Lowe's also ran about 50 AI models for search, recommendations, sourcing, demand planning and pricing (Dec 2024).
- The reach
- Mylow Companion has been on store associates' handheld devices in all 1,700-plus Lowe's stores since May 2025, associates had asked it more than 5 million questions by May 2026, and customers sent Mylow more than 1 million questions a month.
- The catch
- Lowe's reports AI results as conversion, customer satisfaction and engineering productivity gains rather than dollars, and as of Nov 2026 had not disclosed what AI costs or where the OpenAI models behind Mylow run.
Snapshot
- Employees
- ~276,000
- Jan 30, 2026 (Form 10-K), mainly in the U.S. and India; Lowe's materials round to about 300,000
- Technology budget
- Not disclosed
- Capital expenditures of $2.2B in fiscal 2025 and up to $2.5B planned for fiscal 2026
- AI/ML headcount
- Not disclosed
- Lowe's India in Bengaluru, a team of 5,000+, includes AI and data analytics teams
- Who owns AI
- Seemantini Godbole
- EVP, Chief Information and AI Officer since Sep 1, 2026; reports to the CEO
- Platform
- In-house AI platform
- Reusable components, built alongside NVIDIA, OpenAI and Palantir (Dec 2024)
- Models
- OpenAI and Google Gemini, plus other AI models
- Mylow on OpenAI, with Gemini Enterprise added Jan 2026; about 50 AI models (Dec 2024)
- Reach
- All 1,700+ stores
- Mylow Companion on associates' handheld devices since May 2025
- Use cases
- Assistants, Pro tools, inventory, vision
- Mylow, Mylow Companion, Pro Companion, Material Lists, shelf replenishment, Dwell
Key findings
Lowe's Mylow and Mylow Companion, both built with OpenAI, had answered more than 25 million questions from customers and associates by Aug 19, 2026, and together took roughly 2 million questions a month in May 2026.
Lowe's put Mylow Companion on store associates' handheld devices in all of its more than 1,700 stores on May 5, 2025, and associates had asked it more than 5 million questions by May 2026, as Lowe's added Spanish and new voice features.
Lowe's named Seemantini Godbole Executive Vice President, Chief Information and AI Officer effective Sep 1, 2026, weeks after Chandhu Nair, its SVP of stores, data, AI and innovation, was named Target's first chief AI officer (Aug 11, 2026); Godbole has run Lowe's technology since 2018 and reports to CEO Marvin Ellison.
Lowe's says online customers who use Mylow convert at three times the rate of those who do not (May and Aug 2026) and that customer satisfaction rises about 200 basis points when associates use Mylow Companion, but Lowe's has published no dollar return for AI.
Lowe's runs Mylow on OpenAI models and said in Jan 2026 it is adding Google Cloud's Gemini Enterprise, is building a digital replica of its supply chain with Palantir and NVIDIA (Oct 2025), and runs AI on Dell servers with NVIDIA GPUs in its data centers and stores (Oct 2025).
Where Lowe's sits
- Stage
- Scaling
Lowe's sits at Scaling: Mylow Companion has been on the handheld devices of associates in all of its 1,700-plus stores since May 2025, Lowe's runs dozens of AI models plus generative tools for customers, Pro sales, replenishment and engineering, and Seemantini Godbole owns AI as Chief Information and AI Officer, reporting to the CEO, with AI results reported on every earnings call since Aug 2025. Lowe's falls short of Embedded because it has not published weekly AI use across its workforce or a dollar figure for AI's financial effect.
How the stages are defined - Ownership
- Seemantini Godbole, EVP Chief Information and AI Officer, reporting to the CEO
- Platform
- Hybrid: In-house AI platform and AI Foundry; Mylow built with OpenAI
- Models
- OpenAI for Mylow, Google Gemini added Jan 2026; about 50 AI models (Dec 2024)
- Hosting
- Own data centers and in-store Dell micro data centers with NVIDIA GPUs; OpenAI and Google Cloud for Mylow
- Reach
- Associates in all 1,700+ stores (Mylow Companion, May 2025)
How they deploy
One framework: how Lowe's sells, shops and works
Seemantini Godbole told investors in Dec 2024 that Lowe's had put in place a framework for generative AI built around three areas, how Lowe's sells, how customers shop and how the company works, with a standard development process and one set of criteria for deciding where to use AI. Marvin Ellison has used the same framework on the Nov 2025, Feb 2026 and May 2026 earnings calls, and the 2025 Form 10-K describes it alongside Lowe's use of internally and third-party developed predictive and generative AI.
Data built for any large language model
Lowe's spent 2018 to 2024 rebuilding its technology around one omnichannel network for items, prices, promotions, inventory, customers and orders, and Seemantini Godbole said in Dec 2024 that Lowe's organized that data so AI can read it and so Lowe's can work across leading large language models, picking the platform by use case. Godbole said Lowe's built an AI platform with reusable components and creates solutions alongside NVIDIA, OpenAI and Palantir, and Lowe's runs AI on Dell servers with NVIDIA GPUs in its data centers and stores.
One assistant for customers and associates
Lowe's built Mylow for customers and Mylow Companion for store associates on the same OpenAI-based foundation, launched two months apart in 2025. Marvin Ellison said in Nov 2025 that every interaction with the assistants feeds Lowe's proprietary models, and in May 2026 that building Mylow and Mylow Companion taught Lowe's about the power of agentic commerce. Seemantini Godbole said in Jan 2026 that Lowe's is enhancing Mylow with Google Cloud's Gemini Enterprise for Customer Experience to tailor guidance to a customer's home, project and location.
AI inside the productivity program
Lowe's Perpetual Productivity Improvement program targets about $1 billion of productivity a year, and Lowe's places Mylow Companion and AI shelf replenishment inside it. Marvin Ellison said in May 2026 that AI will create productivity as Lowe's redesigns jobs and what AI agents can do independent of positions, while also making existing associates more effective in their current jobs.
Agentic commerce next
Marvin Ellison said in Nov 2025 that Lowe's AI roadmap includes taking part in agentic commerce, where AI agents shop on customers' behalf, and in Feb 2026 that Lowe's is collaborating with leading digital platforms to be ready for it, without naming them. Google Cloud said in Jan 2026 that Lowe's will use the agentic capabilities of Gemini Enterprise for Customer Experience, whose shopping agent can add items to a cart and check out with the customer's consent.
- Deployment model
- Lowe's runs AI from a central technology organization under Seemantini Godbole, whose remit covers engineering, product roadmaps, AI, data and analytics, information security and innovation, and business leaders roll the tools out in their areas: stores (Mylow Companion), Pro sales (Pro Companion, Material Lists), merchandising (AI tools for merchants in 2026) and supply chain (AI inventory planning, replenishment and a supply chain model with Palantir and NVIDIA). Lowe's India in Bengaluru, led by CTO Ankur Mittal, houses India-based AI and data analytics teams, and Neelima Sharma's customer and commerce technology teams build Lowe's AI-enabled and agentic customer tools. Chandhu Nair led stores, data, AI and innovation as an SVP until he left to become Target's chief AI officer in Aug 2026, and no successor appeared on Lowe's leadership pages by Nov 2026. An AI Governance Committee of business, technology and support leaders approves changes to Lowe's AI governance framework.
- Model providers
- Lowe's built Mylow in collaboration with OpenAI and launched it in Mar 2025, and Mylow Companion runs on the same foundation; Marvin Ellison describes both as built on an OpenAI platform (Feb 2026), and OpenAI gave Lowe's its 100 billion token milestone award in Nov 2025. NVIDIA's case study on Lowe's says Mylow combines OpenAI commercial models fine-tuned on Lowe's proprietary data with retrieval-augmented generation and NVIDIA NeMo Guardrails; Lowe's has not named the OpenAI models it uses. Lowe's said in Jan 2026 it is enhancing Mylow with Google Cloud's Gemini Enterprise for Customer Experience. Seemantini Godbole said in Dec 2024 that Lowe's data network lets it work across leading large language models and that Lowe's runs about 50 AI models for search, recommendations, sourcing, demand planning and pricing. Lowe's uses NVIDIA in Nudge at self-checkout and NVIDIA DeepStream for in-store computer vision, is building a supply chain model with Palantir and NVIDIA (Oct 2025), and gained AI blueprint takeoff technology with its Oct 2025 acquisition of Foundation Building Materials.
- Data and infrastructure
- Lowe's omnichannel network, rebuilt from 2018 to 2024, holds product information, inventory locations, prices, promotions and customer orders across every channel, and Seemantini Godbole said in Dec 2024 that Lowe's built it with AI in mind. Lowe's runs AI on Dell PowerEdge servers with NVIDIA GPUs, with GPUs in its data centers for training and micro data centers in its stores for low-latency inference, and Godbole said Lowe's has integrated AI at the edge and in its data centers (Dell case study, Oct 2025); Dell puts the micro data centers in every store, while NVIDIA's case study says hundreds of stores. Lowe's has not said where the OpenAI models behind Mylow run, Google Cloud supplies Gemini Enterprise for Customer Experience for Mylow (Jan 2026), and NVIDIA says Lowe's streams its Omniverse store digital twins from the cloud without naming a provider. Lowe's 2025 Form 10-K says Lowe's operates data centers and is modernizing its distribution, replenishment, accounting and finance systems.
Platforms and internal tools
MylowMar 2025
Mylow is Lowe's AI home improvement assistant for customers, built with OpenAI, that answers project, how-to and product questions and links answers to products, with budget and ZIP code filters. Lowe's launched Mylow on desktop and mobile web for MyLowe's Rewards members and at lowes.com/Mylow, with voice and the Lowe's app planned later in 2025, and said in Jan 2026 it is enhancing Mylow with Google Cloud's Gemini Enterprise for Customer Experience.
- Users
- Over 1 million customer questions a month (May 2026)
- Models
- OpenAI; Google Gemini Enterprise added Jan 2026
Mylow CompanionMay 2025
Mylow Companion is the associate version of Mylow, on the handheld devices Lowe's store associates already carry, giving product details, project advice and inventory information by text or voice. Joseph McFarland described an AI store companion app in testing in Dec 2024, with guardrails that limit answers to Lowe's products and policies and a thumbs-up or thumbs-down feedback button; Lowe's rolled Mylow Companion out to every store in May 2025 and added Spanish by Feb 2026.
- Users
- Associates in all 1,700+ stores; 5 million+ questions by May 2026
- Models
- OpenAI
AI Foundry
AI Foundry is Lowe's internal development environment for building AI tools, with access to large language models and guardrails for testing, where teams check how an application performs before it is deployed, according to Digital Commerce 360 (Sep 2026), which drew on a Lowe's session at NVIDIA's GTC 2025 conference.
Pro CompanionBy Feb 2026
Pro Companion is an AI-enabled tool that helps Lowe's Pro sales associates prepare for conversations with Pro customers by pulling up relevant information and recommendations before a meeting.
Material ListsMay 2026
Material Lists is an AI tool built by Lowe's Technology that turns a Pro's handwritten notes, photos, PDFs or spreadsheets into a quote-ready product list through SKU matching and automated list digitization, in English and Spanish.
Blueprint TakeoffsBy May 2026
Blueprint Takeoffs generates material lists and estimates directly from project plans, and Lowe's grouped it with its AI-driven Pro tools in May 2026. Marvin Ellison said in Aug 2025 that Lowe's would bring Foundation Building Materials' AI blueprint takeoff technology to every Pro desk; Lowe's has not said whether Blueprint Takeoffs is that technology.
Style Your SpaceBy Dec 2024
Style Your Space is a generative AI design assistant in the Lowe's app: a customer photographs a room and gets restyled versions with personalized design recommendations, each product shoppable in the app.
Full shelf replenishmentJan 2026
Full shelf replenishment is an AI-enabled tool that uses real-time data to find out-of-stocks and sends each Lowe's store a prioritized list of the most critical items to restock; Lowe's launched it in all stores in Jan 2026.
NudgeBy Dec 2024
Nudge is an AI-enabled tool Lowe's built with NVIDIA for its redesigned self-checkouts that detects scanning discrepancies, prompts the customer to scan a missed item and alerts a cashier if the mismatch is not resolved.
Vendors and partners
OpenAIMar 2025
Model provider for Mylow and Mylow Companion · Lowe's built Mylow in collaboration with OpenAI, and OpenAI gave Lowe's its 100 billion token milestone award in Nov 2025.
Google CloudJan 2026
Gemini Enterprise for Customer Experience, to enhance Mylow · Google Cloud named Lowe's among the businesses that will use the agentic shopping capabilities it launched at NRF on Jan 11, 2026.
NVIDIABy Dec 2024
GPUs and AI software for Nudge, in-store computer vision, store digital twins and supply chain optimization · NVIDIA's case study on Lowe's describes NVIDIA GPUs in Lowe's data centers and stores, DeepStream computer vision, NeMo Guardrails on Mylow and Omniverse digital twins of Lowe's stores.
Dell TechnologiesBy Oct 2025
Servers for AI in Lowe's data centers and stores (Dell AI Factory with NVIDIA) · Dell's Oct 2025 case study describes Dell PowerEdge XE, R and XR servers with NVIDIA GPUs at Lowe's, including short-depth edge servers in micro data centers in every store.
PalantirBy Dec 2024
Supply chain digital replica, with NVIDIA · NVIDIA and Palantir said on Oct 28, 2025 that Lowe's, among the first users of their combined stack, is building a digital replica of its global supply chain for continuous AI optimization.
Foundation Building MaterialsOct 2025
Acquired distributor whose AI blueprint takeoff technology Lowe's planned to bring to its Pro desks · Lowe's completed the $8.8 billion acquisition of FBM on Oct 9, 2025.
Leadership
AI, data and platform leaders
Executives
AI org map
Central technology and AI organization under a Chief Information and AI Officer who reports to the CEO; business leaders deploy the tools
Seemantini Godbole leads Lowe's global technology organization, covering engineering, product roadmaps, AI, data and analytics, information security and innovation, and reports directly to Chairman and CEO Marvin Ellison. Lowe's added AI to Godbole's title on Sep 1, 2026, as one of five executive appointments meant to connect its Pro, digital, loyalty, fulfillment and Home Services capabilities, after Chandhu Nair, the SVP who led stores, data, AI and innovation, left for Target in Aug 2026. The Chief Information Security Officer reports to Godbole, and an AI Governance Committee of business, technology and support leaders oversees the AI governance framework.
Lowe's has not disclosed how many people work on AI. Lowe's global technology organization under Seemantini Godbole spans engineering, product, AI, data and analytics, information security and innovation, and Lowe's India in Bengaluru, a team of more than 5,000 led by CTO Ankur Mittal, includes India-based AI and data analytics teams. Lowe's says its engineers use AI tools for development and code review, and Dell's Oct 2025 case study counts more than 8,000 AI-assisted code reviews at Lowe's a week.
Reporting lines
Chairman, President and CEO
Marvin Ellison
Technology, AI, data and analytics
Seemantini Godbole, Chief Information and AI Officer
Engineering, product roadmaps, AI, data and analytics, information security and innovation
Lowe's India and enterprise technology
Ankur Mittal, CTO
Omnichannel platforms, enterprise architecture, IT operations, infrastructure; India-based AI and data analytics teams. Line to Godbole inferred from her remit, not published
Customer and commerce technology
Builds AI-enabled and agentic customer solutions. Line to Godbole inferred, not published
Pro and Home Services
Joseph McFarland
Line to the CEO not published
Foundation Building Materials
Ruben Mendoza
Line to the CEO not published
Merchandising
Bill Boltz
Line to the CEO not published
Marketing and digital commerce
Lowes.com, Marketplace, loyalty, personalization and retail media; line to the CEO not published
Legal, compliance and enterprise risk
Oversees enterprise risk management and data privacy; line to the CEO not published
Human Resources
Janice Dupré
Line to the CEO not published
AI Governance Committee
Leaders across business, technology and support functions; approves enhancements to the AI governance framework; reporting line not published
Lowe's 2025 Form 10-K states that the CISO reports to the Chief Digital and Information Officer, who reports directly to the CEO; the Sep 2026 retitling to Chief Information and AI Officer did not change that line in any published document. Lowe's has not published the reporting lines of its senior technology vice presidents or of the AI Governance Committee, or who took over Chandhu Nair's data and AI remit.
Named people
Use cases
Lowe's has not given a count of its AI use cases; it named about 50 AI models in Dec 2024 for search, recommendations, sourcing, demand planning and pricing, and has since added generative assistants for customers and associates, AI tools for Pro sales and quoting, AI shelf replenishment, in-store computer vision and a supply chain model with Palantir and NVIDIA. Lowe's has published a business-level return for one use case: double-digit productivity gains for engineers using AI development and code review tools (Nov 2025, repeated May 2026). Lowe's reports Mylow's effect as online conversion three times higher among customers who use it and Mylow Companion's as customer satisfaction up about 200 basis points, and has put no dollar figure on AI's firm-level return.
| Use case | Area | Status | ROI |
|---|---|---|---|
| Mylow Companion for store associates Mylow Companion answers associates' product, project and inventory questions on their handheld devices in every Lowe's store, in English and Spanish and by voice, so newer associates can help customers across departments. | Stores | In production | |
| Mylow customer assistant Mylow answers customers' project, product and order questions on Lowes.com and recommends tools and materials, with more than 1 million customer questions a month by May 2026; Lowe's said in Jan 2026 it is adding Google Cloud's Gemini Enterprise for Customer Experience to personalize Mylow's guidance. | Online | In production | |
| Style Your Space design assistant Style Your Space restyles a photo of a customer's room with generative AI and makes every product in the new design shoppable in the Lowe's app. | Online | In production | |
| Search and product recommendations Lowe's earliest AI models power online search and product recommendations, part of the roughly 50 AI models Seemantini Godbole described in Dec 2024. | Online | In production | |
| Agentic commerce Lowe's is working with leading digital platforms, which it has not named, so that AI agents shopping for customers can buy from Lowe's, and Google Cloud said in Jan 2026 that Lowe's will use the shopping agent in Gemini Enterprise for Customer Experience, which can fill a cart and check out with the customer's consent. | Online | Announced | |
| AI voice agent for store calls Lowe's has been testing an AI voice agent across its stores that answers customer calls about store hours, products and similar questions so floor associates can stay with shoppers; Chandhu Nair, then SVP of stores, data, AI and innovation, said in Feb 2026 that the test showed good containment, meaning many calls ended without a handoff to a person. | Stores | Pilot | |
| Pro Companion Pro Companion helps Lowe's Pro sales associates prepare for conversations with large Pro customers with relevant information and recommendations in hand. | Pro | In production | |
| Material Lists Material Lists turns a Pro's photo, handwritten note, PDF or spreadsheet into an actionable quote, a task Joseph McFarland said used to take days and now takes minutes. | Pro | In production | |
| Blueprint Takeoffs Blueprint Takeoffs produces material lists and estimates from project plans for Pros, one of the AI-driven Pro tools Lowe's listed in May 2026; Lowe's had said in Aug 2025 that it would bring FBM's AI blueprint takeoff technology to its Pro desks. | Pro | In production | |
| Nudge at self-checkout Nudge, built with NVIDIA, spots items a customer missed at self-checkout, prompts a scan and alerts a cashier, helping Lowe's manage shrink as it moves associate time to the sales floor. | Stores | In production | |
| Dwell store traffic vision Dwell uses computer vision on store cameras to spot customers lingering in an aisle and alert an associate to help them; Lowe's described it as in testing in Dec 2024, and Dell's Oct 2025 case study describes it running on Dell servers with NVIDIA GPUs, though Lowe's has not said in how many stores. | Stores | In production | |
| Full shelf replenishment An AI-enabled tool uses real-time data to find out-of-stocks and sends each store a prioritized restocking list; Lowe's launched it in all stores in Jan 2026. | Supply chain | In production | |
| Demand planning, allocation and replenishment Lowe's uses AI inventory solutions for demand planning, allocation and replenishment; Brandon Sink credited them, alongside SKU rationalization, for Lowe's inventory productivity in Nov 2025 and Feb 2026, and said in May 2026 that Lowe's is investing heavily in these areas. | Supply chain | In production | |
| Supply chain digital replica Lowe's is building a digital replica of its global supply chain network on Palantir's platform and NVIDIA's AI to optimize logistics continuously, as NVIDIA and Palantir announced on Oct 28, 2025. | Supply chain | Announced | |
| Sourcing and pricing models Lowe's runs AI models in its sourcing engine and pricing, and Bill Boltz said in Dec 2024 that AI would take manual work out of pricing decisions and promotions. | Merchandising | In production | |
| AI tools for merchants Lowe's planned new AI tools in 2026 to free merchants' time for sales and assortment work. | Merchandising | Announced | |
| AI coding and code review Lowe's engineers use AI tools for software development and code review, which Marvin Ellison said also speeds Lowe's time to market; Dell's Oct 2025 case study counts more than 8,000 AI-assisted code reviews a week. | Technology | In production | Double-digit productivity gains for engineers, credited to AI development and code review tools (May 2026)Source |
Adoption
Lowe's spread AI in layers: predictive models in search, recommendations, sourcing, demand planning and pricing (about 50 by Dec 2024), then generative assistants from 2025. Mylow Companion went from a store pilot in Dec 2024 to every store in May 2025, its adoption beat Lowe's targets by Aug 2025, and associates had asked it more than 5 million questions by May 2026, while customers sent Mylow more than 1 million questions a month; the two assistants passed 25 million questions by Aug 2026. Dell's Oct 2025 case study says Lowe's had begun scaling AI tools for corporate and supply chain associates, and Lowe's holds an annual AI Day where associates share how they use AI (Aug 2026), but Lowe's has not published how many of its roughly 276,000 associates use AI each week.
By the numbers
Rollout, first pilot to today
2018
Lowe's hired Seemantini Godbole as Chief Information Officer and began a 2018 to 2024 rebuild of its technology around one omnichannel network.
Dec 2024
Lowe's set out its AI framework for how it sells, shops and works, said it runs about 50 AI models and builds alongside NVIDIA, OpenAI and Palantir, and showed Style Your Space, Nudge, the Dwell test and a store companion app pilot.
Mar 2025
Lowe's launched Mylow, a home improvement assistant built with OpenAI, on Lowes.com and mobile web for MyLowe's Rewards members.
May 2025
Lowe's put Mylow Companion on associates' handheld devices in all of its more than 1,700 stores, on the same OpenAI-based foundation as Mylow.
Aug 2025
Joseph McFarland said Mylow Companion adoption had surpassed Lowe's targets, and Lowe's said it would bring Foundation Building Materials' AI blueprint takeoff technology to its Pro desks.
Oct 2025
Dell described Lowe's running AI on Dell servers with NVIDIA GPUs in its data centers and in micro data centers in every store, including the Dwell computer vision system.
Oct 2025
NVIDIA and Palantir said Lowe's is building a digital replica of its global supply chain on their combined stack for continuous AI optimization.
Nov 2025
Marvin Ellison said Mylow and Mylow Companion were answering nearly 1 million questions a month and that OpenAI had given Lowe's its 100 billion token milestone award.
Jan 2026
Lowe's said it is enhancing Mylow with Google Cloud's Gemini Enterprise for Customer Experience.
Jan 2026
Lowe's launched AI-enabled full shelf replenishment in all stores, and by Feb 2026 had rolled out Pro Companion to Pro sales associates.
Feb 2026
Lowe's was testing an AI voice agent that answers customer calls to its stores.
May 2026
Lowe's launched Material Lists for Pros and reported more than 5 million associate questions to Mylow Companion and more than 1 million customer questions a month to Mylow.
Aug 2026
Marvin Ellison said Mylow and Mylow Companion had answered more than 25 million questions since launch.
Sep 2026
Lowe's renamed Seemantini Godbole's role Chief Information and AI Officer, effective Sep 1, 2026.
Economics & controls
Spend and ROI
Technology budget
Lowe's does not disclose a technology budget. Lowe's capital expenditures were $2.2 billion in fiscal 2025, with up to $2.5 billion planned for fiscal 2026, and Brandon Sink said first-quarter 2026 capital spending of $521 million included tech-driven productivity efforts and key AI initiatives. Lowe's 2025 Form 10-K says Lowe's anticipates increased investment in AI.
What AI itself costs
Lowe's has not disclosed what it spends on AI models, tokens, servers or AI staff. The 100 billion token milestone award OpenAI gave Lowe's in Nov 2025 indicates the volume running through OpenAI's models, not its cost.
Reported ROI
Lowe's has published no dollar return for AI. The one business-level figure Lowe's credits to AI is double-digit productivity gains for engineers using AI development and code review tools, which Marvin Ellison reported in Nov 2025 and repeated in Feb and May 2026. Lowe's otherwise reports operating measures: online customers who engage with Mylow convert at more than double the rate of others (Nov 2025) and at three times the rate (May and Aug 2026), and customer satisfaction rises about 200 basis points when associates use Mylow Companion. Lowe's online sales grew 15.7% in the second quarter of 2026, which Lowe's credits to its digital investments as a whole, not to Mylow alone.
Productivity program
Lowe's Perpetual Productivity Improvement program delivered about $1 billion of productivity in 2025 and targets about $1 billion again in 2026, split roughly evenly between gross margin and expenses, according to Brandon Sink (Feb 2026). Lowe's counts AI-enabled tools such as Mylow Companion and full shelf replenishment among its productivity initiatives, and Sink said in May 2026 that AI work in demand planning, replenishment, pricing and assortment makes up a growing part of the $1 billion, but Lowe's has not said how much of it comes from AI.
Headcount
Lowe's employed about 167,000 full-time and 109,000 part-time associates at Jan 30, 2026. Lowe's announced the elimination of about 600 corporate and support roles before its Feb 25, 2026 earnings call as part of its productivity program, without attributing the cuts to AI. Marvin Ellison said in May 2026 that AI will create productivity as Lowe's redesigns jobs and what AI agents can do independent of positions.
Governance and risk
AI Governance Committee
Lowe's established an AI Governance Committee of leaders across business, technology and support functions that oversees and approves enhancements to its AI governance framework, and developed an AI cybersecurity strategy for building secure and reliable AI systems while managing ethical, legal, cyber, data privacy and other technology risks (2025 Form 10-K, 2026 proxy statement).
Board oversight
Lowe's 2026 proxy statement, dated Apr 16, 2026, gives the board's Technology Committee oversight of risks from significant emerging technologies like AI, along with strategic, operational and investment oversight, and says the full board receives periodic updates on Lowe's AI strategies. Lowe's 2025 Form 10-K, filed in Mar 2026, described the Audit Committee as primarily responsible for emerging technology risk.
Guardrails on the assistants
Joseph McFarland said in Dec 2024 that Lowe's store companion app has guardrails, answering from Lowe's own products and policies instead of open web search, and lets associates rate each answer so the system improves. NVIDIA's case study on Lowe's says Mylow uses NVIDIA NeMo Guardrails and retrieval-augmented generation over Lowe's product and inventory data.
Security reporting
Lowe's Chief Information Security Officer, Marc Varner, reports to Seemantini Godbole, who reports to the CEO, and Godbole or Varner gives written cybersecurity reports and presentations at the regular meetings of the board committee that oversees cybersecurity, the Technology Committee in the 2026 proxy statement. Lowe's cybersecurity risks also feed the enterprise risk management program overseen by Chief Legal Officer Juliette Pryor.
Disclosed risks
Lowe's 2025 Form 10-K warns that its growing use of AI and machine learning brings risks from algorithm development, the tools and data sets used and a developing regulatory environment, that pilot programs integrating generative AI into internal and customer-facing systems may intensify cybersecurity risk, and that competitors using AI more effectively could leave Lowe's at a disadvantage.
Recent signals
Sep 24, 2026
Lowe's said Mylow and Mylow Companion had helped answer more than 25 million questions since their 2025 launch, in a drone delivery release quoting Seemantini Godbole as Chief Information and AI Officer.
Aug 28, 2026
Lowe's named Seemantini Godbole Executive Vice President, Chief Information and AI Officer, one of five executive appointments effective Sep 1, 2026 that also moved Joseph McFarland to Pro and Home Services and Quonta Vance to Stores and named Adam Filipponi and Jennifer Wilson to new EVP roles.
Aug 19, 2026
Marvin Ellison said Mylow, which also powers Mylow Companion, had supported more than 25 million questions and that online customers who use Mylow convert at triple the rate of those who do not.
Aug 11, 2026
Target named Chandhu Nair, who spent more than six years at Lowe's and most recently led stores, data, AI and innovation as an SVP, its first chief AI officer, starting Aug 24, 2026.
Aug 3, 2026
Lowe's described its annual AI Day, where associates from recruiting, sales and other teams shared how they use AI tools, including Mylow Companion.
May 21, 2026
Lowe's launched Material Lists, an AI tool built by Lowe's Technology that turns Pros' notes, photos and spreadsheets into quote-ready orders in English and Spanish.
May 20, 2026
Lowe's reported more than 1 million customer questions a month to Mylow and more than 5 million associate questions to Mylow Companion, and Marvin Ellison said AI will lead Lowe's to redesign jobs and what AI agents can do.
Apr 16, 2026
Lowe's proxy statement assigned oversight of AI risk, strategy and investment to the board's Technology Committee and described its AI Governance Committee.
Mar 23, 2026
Lowe's 2025 Form 10-K said Lowe's uses internally and third-party developed predictive and generative AI and expects to increase its AI investment.
Mar 16, 2026
Lowe's described how its technology team built Spanish translation into Mylow Companion.
Feb 25, 2026
Lowe's reported rolling out an AI-enabled Pro Companion and AI shelf replenishment in all stores, planned AI tools for merchants, and said it is working with leading digital platforms on agentic commerce; on the same call Lowe's discussed cutting about 600 corporate and support roles, which it did not tie to AI.
Feb 4, 2026
Retail Brew reported that Lowe's was testing an AI voice agent to answer customer calls across its stores.
Jan 11, 2026
Google Cloud named Lowe's among the businesses that will use Gemini Enterprise for Customer Experience, which Seemantini Godbole said Lowe's is using to personalize Mylow.
Nov 19, 2025
Marvin Ellison said Mylow and Mylow Companion answered nearly 1 million questions a month, engineers using AI made double-digit productivity gains, and OpenAI gave Lowe's its 100 billion token milestone award.
Quick answers
- How does Lowe's deploy AI?
- Lowe's deploys AI through Mylow, a customer assistant built with OpenAI and launched in Mar 2025, and Mylow Companion, the same system on associates' handheld devices in every store since May 2025; the two had answered more than 25 million questions by Aug 2026. Lowe's also runs AI models for search, pricing and demand planning, and runs AI on Dell servers with NVIDIA GPUs in its data centers and stores. Seemantini Godbole, Chief Information and AI Officer since Sep 1, 2026, owns AI and reports to CEO Marvin Ellison.
- What does Lowe's use AI for?
- Lowe's has not given a count of its AI use cases; it named about 50 AI models in Dec 2024 for search, recommendations, sourcing, demand planning and pricing, and has since added generative assistants for customers and associates, AI tools for Pro sales and quoting, AI shelf replenishment, in-store computer vision and a supply chain model with Palantir and NVIDIA. Lowe's has published a business-level return for one use case: double-digit productivity gains for engineers using AI development and code review tools (Nov 2025, repeated May 2026). Lowe's reports Mylow's effect as online conversion three times higher among customers who use it and Mylow Companion's as customer satisfaction up about 200 basis points, and has put no dollar figure on AI's firm-level return.
- Who leads AI at Lowe's?
- AI at Lowe's is led by Seemantini Godbole (Executive Vice President, Chief Information and AI Officer); Ankur Mittal (SVP, Chief Technology Officer and Managing Director of Lowe's India); Neelima Sharma (SVP, Customer and Commerce Technology). Ownership of AI on the org chart: Seemantini Godbole, EVP Chief Information and AI Officer, reporting to the CEO.
- What AI platform does Lowe's use?
- Lowe's built an AI platform with reusable components on an omnichannel data network designed to work across leading large language models (Seemantini Godbole, Dec 2024), and runs AI on Dell servers with NVIDIA GPUs in its data centers and in micro data centers in its stores (Dell, Oct 2025).
- Which AI models does Lowe's use?
- Lowe's built Mylow and Mylow Companion on OpenAI models, which NVIDIA says Lowe's fine-tunes on its own data, and said in Jan 2026 it is adding Google Cloud's Gemini Enterprise for Customer Experience to Mylow; Lowe's also ran about 50 AI models for search, recommendations, sourcing, demand planning and pricing (Dec 2024).
- How many Lowe's employees use AI?
- Mylow Companion has been on store associates' handheld devices in all 1,700-plus Lowe's stores since May 2025, associates had asked it more than 5 million questions by May 2026, and customers sent Mylow more than 1 million questions a month.
- How far has AI spread at Lowe's?
- Lowe's sits at Scaling: Mylow Companion has been on the handheld devices of associates in all of its 1,700-plus stores since May 2025, Lowe's runs dozens of AI models plus generative tools for customers, Pro sales, replenishment and engineering, and Seemantini Godbole owns AI as Chief Information and AI Officer, reporting to the CEO, with AI results reported on every earnings call since Aug 2025. Lowe's falls short of Embedded because it has not published weekly AI use across its workforce or a dollar figure for AI's financial effect.
Open questions
- Which OpenAI models power Mylow and Mylow Companion, and do they run through OpenAI's own service, Microsoft Azure or another cloud?
- How does Lowe's divide Mylow's work between OpenAI models and Google Cloud's Gemini Enterprise for Customer Experience, and is the Gemini version live for customers?
- Has Lowe's rolled out ChatGPT Enterprise to its Store Support Center staff, as OpenAI's customer story on Lowe's states, and how many corporate associates use a general-purpose AI assistant each week?
- What does Lowe's spend on AI, including OpenAI tokens and the Dell and NVIDIA servers in its data centers and stores?
- What revenue or cost return does Mylow deliver, given that Lowe's reports only higher conversion among customers who choose to use it?
- What business return do Mylow Companion, Pro Companion, Material Lists, the store voice agent and AI shelf replenishment deliver, beyond customer satisfaction and task timing?
- How much of Lowe's roughly $1 billion a year in productivity savings comes from AI, and did AI play any part in the roughly 600 corporate roles cut in early 2026?
- Has the supply chain digital replica Lowe's is building with Palantir and NVIDIA reached production, and in how many stores does the Dwell computer vision system run?
- Who leads data and AI under Seemantini Godbole after Chandhu Nair left for Target in Aug 2026, and who sits on the AI Governance Committee?
- Which digital platforms is Lowe's working with on agentic commerce beyond Google Cloud?
- Will Lowe's set AI targets at its 2026 Analyst and Investor Conference, scheduled for Dec 9, 2026?
Sources
Lowe's
- Lowe's leadership
- Seemantini Godbole, Chief Information and AI Officer, biography
- Brandon Sink, EVP Chief Financial Officer, biography
- Joseph McFarland, EVP Pro and Home Services, biography
- Quonta Vance, EVP Stores, biography
- Margi Vagell, EVP Supply Chain, biography
- Jennifer Wilson, EVP Chief Marketing Officer, biography
- Adam Filipponi, EVP Strategy and Business Development, biography
- Janice Dupré, EVP Human Resources, biography
- Ruben Mendoza, EVP and President of FBM, biography
- Ankur Mittal, CTO and Managing Director of Lowe's India, biography
- Neelima Sharma, SVP Customer and Commerce Technology, biography
- Mayur Purandar, SVP Technology, Merchandising and Supply Chain, biography
- Marc Varner, SVP Chief Information Security Officer, biography
- Lowe's launches Mylow, AI home improvement virtual advisor (Mar 5, 2025)
- Lowe's deploys Mylow Companion to retail associates (May 5, 2025)
- Lowe's launches AI-driven Material Lists for Pros (May 21, 2026)
- Lowe's first home improvement drone delivery, with Mylow figures (Sep 24, 2026)
- Lowe's unveils 2025 Total Home strategy (Dec 11, 2024)
- Lowe's second quarter 2026 results (Aug 19, 2026)
- AI Day highlights how Lowe's associates are putting AI to work (Aug 3, 2026)
- Spanish translation in Mylow Companion (Mar 16, 2026)
- Lowe's India
- Lowe's investor relations: events and presentations
Filings, letters and investor materials
- Lowe's 2025 Form 10-K (filed Mar 23, 2026)
- Form 8-K, executive appointments effective Sep 1, 2026 (filed Sep 2, 2026)
- 2026 proxy statement (Apr 16, 2026)
- 2025 Annual Report and letter to shareholders (Apr 2026)
- Q2 2026 earnings call transcript (Aug 19, 2026)
- Q1 2026 earnings call transcript (May 20, 2026)
- Q4 2025 earnings call transcript (Feb 25, 2026)
- Q3 2025 earnings call transcript (Nov 19, 2025)
- Q2 2025 earnings call transcript (Aug 20, 2025)
- Q1 2025 earnings call transcript (May 21, 2025)
- 2024 Analyst and Investor Conference transcript (Dec 11, 2024)
- 2024 Analyst and Investor Conference, technology presentation (Dec 11, 2024)
Partners
- Dell Technologies: AI reshapes the retail experience, Lowe's case study (Oct 2025)
- NVIDIA: Lowe's enhances customer experience with gen AI and digital twins
- NVIDIA and Palantir team up to operationalize AI, with Lowe's (Oct 28, 2025)
- Google Cloud: Gemini Enterprise for Customer Experience, with Lowe's (Jan 11, 2026)
- OpenAI: Lowe's answers millions of home improvement questions with OpenAI
Data confidence
- Confirmed
- Stated in a primary or reputable public source.
- Estimated
- Derived or approximated from public reporting.
- Unconfirmed
- Reported, but not yet corroborated.
Lowe's profile · Enterprise AI diffusion report by Imagine · facts checked against their sources on Nov 1, 2026