Mark Zuckerberg says Meta users will start seeing new AI models and products from the company within a few months.

“In 2025, we’re rebuilding the foundations of our AI program,” Zuckerberg said in an investor call on Wednesdayreferring to the company recently restructured the AI ​​lab. “In the coming months, we will start shipping our new models and products…

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

“This also has implications for commerce,” Zuckerberg continued. “The new purchasing agent will allow people to find the right set of products from the businesses in our catalog.”

That suggestion resonated wider interest in AI-powered shopping assistants across the industry. The two Google and OpenAI is building 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 incredibly 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 the reason agents matter is the unique context they see, and we believe Meta can provide a uniquely personalized experience.”

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

The investor call is timed to release the Meta’s latest quarterly earningswhich also revealed a significant increase in new infrastructure spending. The company now expects it will spend between $115 billion and $135 billion in total capital expenditures over the course of 2026, up from $72 billion in 2025.

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

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

Meta has previously drawn criticism from investors for failing to clearly articulate how its big investment in AI will translate to the company’s bottom line. But while details are still thin, Zuckerberg explained that the AI ​​lab’s work will be available to the public soon.

“This is going to be a big year for delivering personal superintelligence, accelerating our business, building the infrastructure for the future, and shaping how our company operates going forward,” he told investors.