Key Points
- Meta will begin shipping new AI models and products within months.
- Agentic shopping tools are planned to provide personalized product recommendations.
- The company acquired Manus, a general‑purpose agent developer, to bolster its AI capabilities.
- Capital expenditures for 2026 are projected between $115 billion and $135 billion, up from $72 billion in 2025.
- Increased spending supports Meta Superintelligence Labs and broader AI infrastructure.
- Zuckerberg highlighted the importance of personal context in making AI agents valuable.
AI Model Rollout and Personal Superintelligence
Mark Zuckerberg said Meta users will start to see new AI models and products from the company in a matter of months. He highlighted that in 2025 the company rebuilt the foundations of its AI program, and over the coming months the new models will be shipped to the public. Zuckerberg emphasized that this effort is part of a broader push to advance personal superintelligence, leveraging Meta’s access to personal data such as user history, interests, content, and relationships.
Agentic Commerce Tools
The CEO identified AI‑driven commerce as a key area of focus. New “agentic shopping tools” will enable people to find the right set of products from businesses in Meta’s catalog, offering a uniquely personal experience. This mirrors industry trends where Google, OpenAI, Stripe, and Uber have built platforms for agent‑enabled transactions. Meta believes its deep knowledge of individual user context will make its agents especially valuable.
Manus Acquisition Integration
In December, Meta acquired Manus, a general‑purpose agent developer. The company said it would continue to operate and sell the Manus service while also integrating its technology into Meta products. This acquisition supports the development of the agentic commerce capabilities that Zuckerberg described.
Capital Investment and Infrastructure Expansion
Meta disclosed a significant increase in new infrastructure spending for 2026, anticipating total capital expenditures between $115 billion and $135 billion, up from $72 billion in 2025. The jump is attributed to “increased investment to support our Meta Superintelligence Labs efforts and core business.” Although the figure is lower than the projected $600 billion through 2028, it reflects a substantial commitment to AI infrastructure. Zuckerberg framed the upcoming year as a “big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward.”
Source: techcrunch.com