Mark Zuckerberg says Meta users will start seeing new AI models and products from the company in a few months.
“In 2025, we rebuilt the foundation of our AI program,” Zuckerberg said on an investor call on Wednesdayreferring to the company’s recently restructured AI lab. “In the coming months, we will begin shipping our new models and products … and I expect us to steadily push the boundaries through the new year.”
However, while Zuckerberg did not give specific timelines or products, he highlighted AI-based commerce as a particular area of focus for Meta.
“This also has trade implications,” Zuckerberg continued. “The new buyer tools will allow people to find just the right set of products from the businesses in our catalog.”
This proposal echoes the broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for agent-enabled transactions, with companies like Stripe and Uber signed on as partners.
But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will prove uniquely valuable.
“We’re starting to see the promise of artificial intelligence that understands our personal context, including our history, our interests, our content and our relationships,” Zuckerberg said on the call. “A lot of what makes agents valuable is the unique context they can see, and we believe Meta will be able to deliver a uniquely personal experience.”
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In DecemberMeta acquired the general-purpose developer Manus, which provides similar technology. At the time, Meta said it “will continue to operate and sell the Manus service, as well as integrate it into our products.”
The investor call was dated at its launch Meta’s most recent quarterly earningswhich also revealed a significant increase in spending on new infrastructure. The company now expects to spend between $115 billion and $135 billion in total capital expenditures during 2026, up from $72 billion in 2025.
In its official filing, Meta attributed the jump to “increased investment to support our efforts and core activities at Meta Superintelligence Labs.”
While significant, the amount still falls short of Zuckerberg’s projected $600 billion is reportedly being aired for Meta’s infrastructure spending until 2028.
Meta has previously been criticized by investors for failing to clearly state how its massive investment in artificial intelligence will translate to the company’s bottom line. But while details are still scarce, Zuckerberg made it clear that the AI labs’ work will soon reach the public.
“This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future and shaping how our company will operate in the future,” he told investors.
