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Shopify Steps Beyond Storefronts With Enterprise Modules and Shop Pay Push in Bid to Be the Internet’s Commerce Layer

New enterprise modules with off-platform tools signal a shift toward infrastructure economics.

Overview

  • Recent coverage outlines a multi‑year strategy that positions Shopify as backend commerce infrastructure rather than a traditional storefront provider.
  • Commerce Components lets large retailers plug in capabilities such as checkout, analytics and storefront APIs without replacing existing systems.
  • The Partner Solutions Center, launched in 2025, connects Shopify with global system integrators to deploy enterprise‑grade implementations at scale.
  • Shop Pay is expanding into a payments and identity network, with an extended Affirm BNPL deal in the U.S. and Canada and a Global‑e partnership to enable one‑click checkout beyond Shopify’s ecosystem.
  • Merchant services are growing faster than subscriptions, and analysts say Shopify could function as a broader commerce layer by 2030 if adoption continues.