Mark Zuckerberg says Meta users will begin encountering the company’s next generation of AI models and products within the coming months. Speaking during an investor call on Wednesday, Zuckerberg pointed to a major internal reset of Meta’s artificial intelligence efforts. “In 2025, we rebuilt the foundations of our AI program,” he said, referencing the company’s recently reorganized AI lab. “Over the next few months, we’ll start rolling out our new models and products, and I expect us to keep pushing the frontier throughout the year.”
Although Zuckerberg stopped short of outlining specific product launches or firm timelines, he emphasized that AI‑powered commerce will be a central pillar of Meta’s strategy. “This also has important implications for commerce,” he said. “Agent‑driven shopping tools will help people discover exactly the right products from the businesses in our catalog.” The comments reflect a broader industry shift toward AI shopping assistants and autonomous transaction agents. Competitors such as Google and OpenAI have already introduced agent‑enabled commerce platforms, with major companies like Stripe and Uber participating as early partners.
Meta, however, believes its competitive edge lies not only in technical infrastructure but in the depth of personal context it can offer. “We’re starting to see the potential of AI that truly understands personal context our history, interests, content, and relationships,” Zuckerberg said. “What makes agents especially powerful is the unique context they can access, and we believe Meta is positioned to deliver a deeply personal experience.”
That vision aligns with Meta’s December acquisition of Manus, a developer of general‑purpose AI agents. At the time, Meta said it planned to continue operating the Manus service independently while also integrating its technology across Meta’s product ecosystem. The investor call coincided with Meta’s latest quarterly earnings report, which revealed a sharp increase in infrastructure spending. The company now expects total capital expenditures to reach $115 billion to $135 billion in 2026, up from $72 billion in 2025.
In regulatory filings, Meta attributed the jump to “increased investment to support our Meta Superintelligence Labs efforts and core business.” While substantial, the projected spending still falls below the roughly $600 billion in cumulative infrastructure investment Zuckerberg has reportedly forecast through 2028. Meta has faced criticism from investors in the past for offering limited clarity on how its massive AI investments will translate into near‑term financial returns. Even so, Zuckerberg underscored that tangible results are close at hand.
“This is going to be a big year,” he told investors, “for delivering personal superintelligence, accelerating our business, building long‑term infrastructure, and shaping how our company operates going forward.”
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