Mark Zuckerberg has signaled that Meta users will begin experiencing new AI models and products in the coming months, marking a pivotal phase in the company’s AI strategy. Speaking during an investor call, Zuckerberg said, “In 2025, we rebuilt the foundations of our AI program,” referring to the recent restructuring of Meta’s AI lab. He added that the company is now poised to roll out its next generation of AI models and applications, with steady advancements expected throughout the year. While specific product details remain scarce, Zuckerberg emphasized AI-driven commerce as a key focus area. He introduced the concept of “agentic shopping tools,” which would enable users to find precisely the right products from businesses in Meta’s catalog through intelligent, context-aware assistance. This vision aligns with broader industry trends, as companies like Google and OpenAI have already launched agent-based platforms for shopping, backed by partnerships with firms such as Stripe and Uber. Meta believes its unique advantage lies in its access to personal data—user history, interests, content, and social relationships—which it argues enables a more deeply personalized AI experience. “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,” Zuckerberg stated. The company’s commitment to this vision was reinforced by its December acquisition of Manus, a general-purpose AI agent developer. Meta confirmed at the time that it would continue operating and selling the Manus service while integrating its technology into its own products. The investor call coincided with the release of Meta’s latest quarterly earnings, which revealed a sharp increase in infrastructure spending. The company now expects to spend between $115 billion and $135 billion on capital expenditures in 2026—up from $72 billion in 2025. This surge is attributed to “increased investment to support our Meta Superintelligence Labs efforts and core business.” Although this figure falls short of the $600 billion projected by Zuckerberg for Meta’s infrastructure investments through 2028, it underscores the scale of the company’s long-term commitment to AI. Meta has faced criticism from investors in the past for lacking clarity on how these massive investments will translate into revenue. However, Zuckerberg stressed that 2026 will be a transformative year, not just for technology but for the company’s future direction. “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.