Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months. He made the announcement on an investor call, referring to the company’s recently restructured AI lab.
Zuckerberg stated that over the coming months, Meta will begin shipping its new models and products, and he expects the company to steadily push the frontier over the course of the new year. While he did not give specific timelines or product details, he highlighted AI-driven commerce as a particular area of focus.
He explained that new agentic shopping tools will allow people to find just the right set of products from the businesses in Meta’s catalog. This proposal echoes broader interest in AI-powered shopping assistants across the industry, with other major tech companies having built similar platforms for agent-enabled transactions.
Meta believes its access to personal data will prove uniquely valuable in this space. Zuckerberg said the promise of AI that understands personal context, including history, interests, content, and relationships, is becoming clear. He believes that Meta will be able to provide a uniquely personal experience because a lot of what makes AI agents valuable is the unique context they can access.
In a related move, Meta recently acquired the general-purpose agent developer Manus. The company stated it would continue to operate and sell the Manus service while also integrating the technology into its own products.
The investor call coincided with the release of Meta’s most recent quarterly earnings, which disclosed a significant increase in infrastructure spending. The company now anticipates spending between $115 billion and $135 billion on overall capital expenditures in 2026, a substantial increase from the $72 billion spent in 2025. Meta attributed this jump to increased investment to support its AI lab efforts and core business.
While significant, this projected spending still falls short of much larger figures reportedly projected for Meta’s infrastructure investments through 2028. The company has previously faced questions from investors about how its massive AI spending will translate into financial returns.
Despite the lack of detailed plans, Zuckerberg made it clear that the AI lab’s work would soon reach the public. He told investors that this will be a big year for delivering personal superintelligence, accelerating the business, building future infrastructure, and shaping how the company will work going forward.