Mark Zuckerberg says Meta users will start seeing the company’s new AI models and products in the coming months.
“In 2025, we rebuilt the foundation of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently reorganized AI lab. “Over the coming months, we will begin shipping new models and products…and we look forward to steadily pushing the frontier through the new year.”
However, Zuckerberg did not provide specific timelines or products, but highlighted AI-driven commerce as an area of particular focus for Meta.
“This has implications for commerce,” Zuckerberg continued. “Our new Agent Shopping tool helps you find the right set of products from the companies in our catalog.”
The proposal reflects widespread interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have partnered with companies like Stripe and Uber to build platforms for agent-enabled transactions.
But while other AI labs have already built significant technology infrastructure, Meta believes access to personal data will be uniquely valuable.
“We’re starting to see the potential for AI to understand our personal context: our history, our interests, our content, our relationships,” Zuckerberg said on a conference call. “A big part of the value for agents is the unique context they can see. We believe Meta can provide a unique and personal experience.”
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In December, Meta acquired Manas, a general-purpose agent developer that offers similar technology. At the time, Meta said it would “continue to operate and sell the Manus service and integrate it into our products.”
The investor conference call coincided with the release of Meta’s latest quarterly results, which also revealed a significant increase in new infrastructure spending. The company currently expects to spend $115 billion to $135 billion in overall capital spending through 2026, up from $72 billion in 2025.
Meta said in its official filing that the jump was due to “increased investments to support our Meta Superintelligence Lab efforts and core business.”
While this number is significant, it still falls short of the $600 billion that Zuckerberg projected for Meta’s infrastructure spending by 2028.
Meta had previously drawn criticism from investors for not clearly spelling out how its massive AI investment would translate into the company’s bottom line. However, Zuckerberg made it clear that the AI Institute’s research will soon be made available to the public, although details are still unclear.
“This will be a pivotal year in delivering personal superintelligence, accelerating our business, building the infrastructure for the future and shaping how we function in the future,” he told investors.
