Zuckerberg teases agentic commerce tools and major AI rollout in 2026

Mark Zuckerberg says Meta users will see new AI models and products from the company within months.

“By 2025, we will have rebuilt the foundations of our AI program,” Zuckerberg said during an investor call Wednesdayreferring to the company’s recently restructured AI lab. “We will begin shipping our new models and products in the coming months… and I expect we will steadily push the boundaries over the course of the new year.”

But while Zuckerberg didn’t provide specific timelines or products, he highlighted AI-driven commerce as a specific area of ​​focus for Meta.

“This also has implications for commerce,” Zuckerberg continued. “New agentic shopping tools will help people find just the right set of products from the companies in our catalog.”

That proposal reflects broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for transacting with agents, with companies like Stripe and Uber signed on as partners.

But while other AI labs have already built significant technical infrastructure, Meta believes that access to personal data will be uniquely valuable.

“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 said on the call. “A big part of what makes agents valuable is the unique context they can see, and we believe Meta can deliver a uniquely personalized experience.”

In DecemberMeta has acquired universal agent developer Manus, which provides similar technology. Meta said at the time that it would “continue to operate and sell the Manus service, and integrate it into our products.”

The investor’s call was timed to the publication of Meta’s most recent quarterly earningswhich also showed a significant increase in expenditure on new infrastructure. The company now expects to spend between $115 billion and $135 billion on total capital expenditures over the course of 2026, up from $72 billion in 2025.

In its official filing, Meta attributed the jump to “increased investments to support our efforts and core Meta Superintelligence Labs operations.”

While significant, the figure still falls short of the $600 billion expected by Zuckerberg reportedly projected for Meta’s infrastructure expenditure through 2028.

Meta has previously been criticized by investors for not clearly stating how its massive AI investments will translate into the company’s bottom line. But while details are still scarce, Zuckerberg made it clear that the AI ​​lab’s work would reach the public soon.

“This will be a big year for delivering personal super intelligence, accelerating our business, building infrastructure for the future and shaping how our business will work in the future,” he told investors.