Zuckerberg teases agentic commerce tools and major AI rollout in 2026

Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months.

“In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “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.”

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

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

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

But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will prove 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 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.”

In December, Meta acquired the general-purpose agent developer Manus, which provides similar technology. At the time, Meta said it would “continue to operate and sell the Manus service, as well as integrate it into our products.”

The investor call was timed to the release of Meta’s most recent quarterly earnings, which also disclosed a significant increase in new infrastructure spending. The company now anticipates that it will spend between $115 billion and $135 billion on overall capital expenditures over the course of 2026, up from $72 billion in 2025.

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

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

Meta has previously drawn criticism from investors for failing to clearly state how its massive AI investment will translate to the company’s bottom line. But while details are still thin, Zuckerberg made it clear that the AI lab’s work would reach the public 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.