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At a investor phone call on Wednesday, Meta CEO Mark Zuckerberg announced that Meta has completed the reconstruction of its artificial intelligence project infrastructure and has officially entered a phase of large-scale product delivery. Zuckerberg clearly stated that users will begin to experience the company's new AI models and products in the coming months.
Strategic Restructuring and the Advantage of "Personal Context"
Zuckerberg revealed that Meta has completed the restructuring of its artificial intelligence laboratory and has set 2026 as the key year for "delivering personal superintelligence." Meta believes that its core advantage compared to competitors lies in its deep access to users' personal context data (experiences, interests, relationships, etc.). This uniqueness will enable Meta to provide a "unique personalized experience," making AI assistants not just tools, but intelligent partners that understand users' life contexts.
Betting on AI Business: Redefining the Shopping Experience
The AI-driven business model has been identified as a key focus area for Meta. Zuckerberg pointed out that the next generation of smart shopping tools will precisely match the most suitable product combinations for users by analyzing merchant directories. This vision is also supported technologically: last December, Meta acquired Manus, a general agent developer, and plans to integrate its agent trading technology into Meta's ecosystem, directly competing with giants like Google, OpenAI, and Stripe in the AI transaction field.
Double Infrastructure Spending: Aiming for Superintelligence
Along with this grand vision comes significant financial spending. According to Meta's latest quarterly report, the company has significantly increased its infrastructure investment:
Capital expenditure in 2026: Expected to be between 115 billion and 135 billion US dollars.
Growth rate: A significant increase from 72 billion US dollars in 2025.
Main purpose: The funds will be mainly allocated to the "Meta Superintelligence Lab" to support core operations and long-term growth.