Hajra Naz
Meta users could start seeing new AI models and products within the next few months, according to CEO Mark Zuckerberg.
Speaking on an investor call Wednesday, Zuckerberg said the company spent 2025 rebuilding the core of its AI efforts after restructuring its internal AI lab. Now, he says, Meta is ready to roll out what comes next.
“Over the coming months, we’re going to start shipping new models and products,” Zuckerberg said, adding that Meta plans to keep advancing its AI technology throughout the year.
While he didn’t share specific release dates or product names, Zuckerberg pointed to AI-powered commerce as a major priority. He said Meta is working on “agentic” shopping tools that can help users discover the right products from businesses across Meta’s platforms.
“These tools could let people find exactly what they’re looking for,” Zuckerberg said, noting that AI agents will play a growing role in online shopping.
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The idea mirrors a broader push across the tech industry. Companies like Google and OpenAI have already introduced AI systems that can assist with purchases, often in partnership with firms such as Stripe and Uber.
Meta, however, believes it has a key advantage: access to personal context. Zuckerberg said Meta’s AI can draw on users’ interests, activity history, content, and relationships to deliver more tailored experiences.
“A lot of what makes AI agents useful is the context they can see,” he said. “We think Meta can offer a more personal experience than anyone else.”
Meta has also been expanding its agent technology through acquisitions. In December, the company acquired Manus, a general-purpose AI agent developer, and said it plans to continue offering the Manus service while integrating its technology into Meta’s products.
The investor call coincided with Meta’s latest earnings report, which revealed a sharp increase in infrastructure spending. The company expects to spend between $115 billion and $135 billion on capital expenditures in 2026, up from $72 billion in 2025.
In its regulatory filing, Meta said the increase reflects heavier investment in its Superintelligence Labs and its core business operations.
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Even so, the figure is still below the roughly $600 billion in infrastructure spending Zuckerberg has reportedly projected through 2028.
Meta has faced criticism from investors for not clearly explaining how its massive AI investment will translate into profits. Still, Zuckerberg emphasized that users will soon see real-world results.
“This is going to be a big year,” he said, pointing to personal AI systems, business growth, and long-term infrastructure as key areas of focus.
