Meta is preparing to unleash a new wave of artificial intelligence products—and agentic commerce tools are emerging as one of the company’s biggest priorities.
Speaking during an investor call this week, CEO Mark Zuckerberg said Meta users will begin seeing new AI models and products roll out over the coming months, following a major internal reset of the company’s AI strategy in 2025.
“Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year,” Zuckerberg told investors.
While he stopped short of naming specific launch dates, Zuckerberg made it clear that AI-powered commerce will play a central role in Meta’s roadmap.
How Meta Plans to Use Agentic Commerce Tools
According to Zuckerberg, agentic commerce tools will allow AI systems to actively help users discover and select products—moving beyond passive recommendations to more autonomous shopping experiences.
“New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog,” he said.
This places Meta squarely in the middle of a fast-growing industry trend. Google and OpenAI are already building agent-enabled transaction platforms, with companies like Stripe and Uber partnering to enable AI-driven purchasing and payments.
Meta’s pitch, however, is different.
Personal Context as Meta’s Competitive Edge
Zuckerberg argued that Meta’s advantage lies in its deep access to personal context—data that spans users’ interests, social connections, and content behavior across Facebook, Instagram, and WhatsApp.
“A lot of what makes agents valuable is the unique context that they can see,” Zuckerberg said. “We believe that Meta will be able to provide a uniquely personal experience.”
That context could make agentic commerce tools more accurate, more personalized, and ultimately more effective at driving conversions for businesses advertising on Meta’s platforms.
The Manus Acquisition and Agent Infrastructure
Meta’s ambitions are backed by recent acquisitions. In December, the company acquired Manus, a general-purpose AI agent developer. Meta said at the time that it would continue operating Manus as a standalone service while integrating its technology across Meta’s product ecosystem.
The move signaled Meta’s intent to accelerate development of autonomous AI systems—laying the groundwork for scalable agentic commerce tools that can operate across apps and services.
Massive Infrastructure Spending Fuels the AI Push
Meta’s AI ambitions come with a hefty price tag. In its latest earnings filing, the company revealed plans to spend between $115 billion and $135 billion on capital expenditures in 2026, up sharply from $72 billion in 2025.
The company attributed the increase to expanded investment in its Meta Superintelligence Labs and core business infrastructure. While the figure is substantial, it still trails earlier reports suggesting Meta could spend as much as $600 billion on infrastructure through 2028.
Investor Concerns—and Zuckerberg’s Response
Meta has previously faced criticism for failing to clearly explain how its AI spending will translate into revenue. But Zuckerberg reassured investors that the payoff is coming soon.
“This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward,” he said.
If Meta succeeds, agentic commerce tools could become a new pillar of its advertising and business ecosystem—turning AI agents into active participants in how users shop, discover, and transact online.
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