Mark Zuckerberg, CEO of Meta, announced at a recent investor meeting that 2026 will be the year when the company's AI roadmap is fully implemented. After a complete restructuring of the underlying architecture of AI projects in 2025, Meta is preparing to launch a series of new AI models and products in the coming months, continuously pushing the boundaries of the industry.
A major highlight of this upgrade is "Agentic Commerce." Zuckerberg revealed that Meta is developing new intelligent shopping tools. These AI agents can deeply understand users' personal preferences, past interests, and social relationships, thereby accurately matching the most suitable products in a vast merchant directory. Compared to other competitors in the industry, Meta believes its unique personal data background will provide users with a unique personalized experience.
To support this ambitious AI vision, Meta plans to significantly increase infrastructure investment in 2026, with capital expenditures expected to surge between $115 billion and $135 billion. This substantial investment will directly fund the construction of its "Super Intelligence Lab," aiming to deliver products with the characteristics of "personal super intelligence" by the end of the year.
In addition, Meta acquired general agent developer Manus at the end of last year and plans to deeply integrate its technology into the existing product line. Zuckerberg stated that the focus of work in 2026 is not only to improve technical performance but also to accelerate commercialization through AI and reshape the company's future operations.
Key Points:
🛍️ Focus on "agent commerce," using AI assistants to provide highly personalized shopping search and transaction experiences based on individual backgrounds.
💰 Significantly increase infrastructure investment, with estimated capital expenditures reaching up to $135 billion in 2026, fully supporting R&D at the Super Intelligence Lab.
🚀 Launch a period of intensive AI product releases, with Meta planning to roll out multiple new models in phases over the next few months, bringing AI research results to the mass market.
