Mark Zuckerberg has announced that users of Meta will begin to experience new AI models and products from the company in the coming months.
During an investor call on Wednesday, Zuckerberg stated, “In 2025, we rebuilt the foundations of our AI program,” referencing the company’s newly restructured AI lab. He added, “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year.”
Although he did not disclose specific timelines or product details, Zuckerberg emphasized that AI-enhanced commerce is a significant focus for Meta.
“This also has implications for commerce,” he remarked. “New agentic shopping tools will enable people to find the perfect selection of products from businesses in our catalog.”
This initiative aligns with a growing trend in the industry towards AI-powered shopping assistants, similar to those developed by OpenAI and Google, which have established platforms for agent-enabled transactions, with partners like Stripe and Uber.
While other AI labs have developed significant technical frameworks, Meta believes that its access to personal data will provide a distinct advantage.
“We’re beginning to see the potential of AI that comprehends our personal context, including our history, interests, content, and relationships,” Zuckerberg elaborated during the call. “What makes agents valuable is the unique context they can discern, and we believe that Meta can deliver an exceptionally personalized experience.”
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In December, Meta acquired Manus, a company specializing in general-purpose agent development. Meta indicated that it would continue to operate and sell Manus’s service while integrating it into its products.
This investor call coincided with the disclosure of Meta’s latest quarterly earnings, which revealed a notable increase in capital expenditures. The company expects to invest between $115 billion and $135 billion in overall capital spending during 2026, a significant rise from $72 billion in 2025.
Meta attributed the increase to “enhanced investment in our Meta Superintelligence Labs efforts and core business.”
While the amount is substantial, it falls short of the projected $600 billion that Zuckerberg allegedly suggested for Meta’s infrastructure expenditures through 2028.
The company has faced criticism from investors regarding its clarity on how its extensive AI investments will positively affect its bottom line. However, Zuckerberg reassured stakeholders that details on AI developments would soon be unveiled.
“This is going to be a pivotal year for delivering personal superintelligence, accelerating our business, establishing infrastructure for the future, and shaping our company’s direction moving forward,” he concluded.
