Mark Zuckerberg has announced that Meta's users can expect to see new AI models and products rolling out within the coming months. Speaking on an investor call Wednesday, he stated, “In 2025, we rebuilt the foundations of our AI program,” referencing the company’s recently reorganized AI division. He added, “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year.”

Although specific timelines and product details were not shared, Zuckerberg emphasized that AI-driven commerce is a major priority for the company. “This also has implications for commerce,” he explained. “New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog.”

This focus aligns with a wider industry trend toward AI-powered shopping assistants. Both Google and OpenAI have already established platforms for agent-enabled transactions, partnering with firms such as Stripe and Uber. However, Meta believes its distinct advantage lies in its access to personal user data. “We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships,” Zuckerberg noted. “A lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.”

Supporting this direction, Meta acquired the general-purpose agent developer Manus in December, a company that offers comparable technology. At the time of the acquisition, Meta stated it would “continue to operate and sell the Manus service, as well as integrate it into our products.”

The investor call coincided with the release of Meta’s latest quarterly earnings, which also revealed a substantial planned increase in infrastructure investment. The company now forecasts overall capital expenditures for 2026 to be between $115 billion and $135 billion, a significant rise from the $72 billion projected for 2025. In its official filing, Meta linked this increase to “increased investment to support our Meta Superintelligence Labs efforts and core business.”

While this figure is considerable, it remains below the reported $600 billion Zuckerberg has previously projected for Meta’s infrastructure spending through 2028. The company has faced investor criticism in the past for not clearly outlining how its enormous AI investments will generate financial returns. Despite the limited specifics, Zuckerberg assured that the public will see the results of this work soon. “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 work going forward,” he told investors.