Mark Zuckerberg is signaling that Meta’s revamped AI effort will start showing up in consumer products within months, with commerce emerging as a marquee use case for 2026. On Meta’s earnings call, Zuckerberg said the company rebuilt its AI foundations in 2025 after restructuring its AI lab, and plans to begin “shipping” new models and products soon. He highlighted “agentic” shopping tools designed to help users find the right products from businesses in Meta’s catalog—positioning personalized context (history, interests, content, relationships) as the differentiator that could make Meta’s agents more useful than rivals.
The rollout comes alongside a major step-up in spending tied to Meta’s Superintelligence Labs and broader infrastructure build. Meta said it expects 2026 capital expenditures of $115 billion to $135 billion, up from about $72 billion in 2025, attributing the increase to investment supporting its “Meta Superintelligence Labs efforts and core business.” Zuckerberg’s comments also build on Meta’s acquisition of agent developer Manus, which Meta said it would continue to operate and integrate into products—another sign the company is leaning into agent capabilities as it tries to translate AI investment into clearer business impact.