Zuckerberg teases agentic commerce tools and major AI rollout in 2026

Mark Zuckerberg says users will begin seeing new artificial intelligence models and products from Meta within the next few months, following a major overhaul of the company’s AI efforts.

Speaking during an investor call on Wednesday, Zuckerberg said Meta spent 2025 rebuilding the core infrastructure of its AI program, including a restructuring of its internal AI lab. “In 2025, we rebuilt the foundations of our AI program,” he said. “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.”

While Zuckerberg did not outline specific release dates or name individual products, he pointed to AI-powered commerce as a key area where Meta plans to focus its next wave of development.

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

The comments reflect a broader push across the tech industry toward AI-driven shopping and transaction tools. Companies such as Google and OpenAI have already introduced agent-enabled platforms designed to assist with purchases and transactions, with partners including Stripe and Uber.

Meta, however, believes it has a distinct advantage over competitors due to the scale and depth of data available across its platforms.

“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. “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.”

Meta has already taken steps to strengthen its position in this area. In December, the company acquired Manus, a developer of general-purpose AI agents with capabilities similar to its own. At the time of the acquisition, Meta said it would continue operating and selling the Manus service while also integrating its technology into Meta’s own products.

The investor call coincided with Meta’s latest quarterly earnings, which revealed a sharp increase in planned infrastructure spending. Meta now expects to invest between $115 billion and $135 billion in total capital expenditures in 2026, up significantly from $72 billion in 2025.

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

Even so, the projected figure remains below the roughly $600 billion in infrastructure spending that Zuckerberg has reportedly outlined internally for the period through 2028.

Meta has faced ongoing investor criticism for its inability to clearly explain how its massive investments in artificial intelligence will translate into near-term financial returns. While specific monetisation details remain limited, Zuckerberg emphasised that the work being done inside the company’s AI labs will soon be visible to users.

“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,” Zuckerberg told investors.