Mark Zuckerberg has announced that users of Meta can expect new artificial intelligence models and products to begin rolling out within months, signaling a significant shift in the company’s approach to AI.
During an investor call on Wednesday, Zuckerberg stated, “In 2025, we rebuilt the foundations of our AI program,” referring to the extensive restructuring of Meta’s AI lab. He emphasized, “Over the coming months, we’re going to start shipping our new models and products… I expect us to steadily push the frontier over the course of the new year.”
While he refrained from sharing specific timelines or product names, Zuckerberg underscored the potential of AI-driven commerce as a key focus area for Meta. He elaborated, “New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog.” This aligns with a growing trend of AI-powered shopping assistants, as seen with platforms developed by Google and OpenAI, which have partnered with companies like Stripe and Uber.
Zuckerberg highlighted Meta’s unique advantage, stating, “We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content, and our relationships.” He believes that the personal data available to Meta will enhance the value of its AI agents, creating a uniquely tailored user experience.
In December, Meta acquired Manus, a developer of general-purpose agent technology, and confirmed plans to integrate this service into its offerings. This investor call also coincided with the release of Meta’s quarterly earnings, revealing an anticipated capital expenditure increase to between $115 billion and $135 billion in 2026, up from $72 billion in 2025. Meta attributed this boost to investments aimed at enhancing its Meta Superintelligence Labs and core business.
Although the projected expenditure remains below the $600 billion figure previously suggested by Zuckerberg for infrastructure investment through 2028, the recent announcement addresses ongoing investor concerns regarding the company’s AI strategy and its implications for profitability. In his closing remarks, Zuckerberg asserted that this year would be pivotal for Meta in terms of delivering personalized superintelligence and setting the foundation for the company’s future growth.
