Meta Plans Up to $135 Billion AI Spend, Zuckerberg Teases Agentic Commerce
Meta said it will spend up to $135 billion on AI infrastructure and plans to roll out new agentic products in coming months.
Overview
Meta Platforms Inc. said on its investor earnings call that it expects to spend up to $135 billion in capital expenditures this year, with most funding directed to AI infrastructure and Meta Superintelligence Labs.
The company reported $59.89 billion in fourth-quarter 2025 revenue and $8.88 in earnings per share, beating Wall Street estimates and sending Meta shares up nearly 10% in after-hours trading, the company said.
Mark Zuckerberg said on the call that new AI models and "agentic" commerce tools will begin shipping over the coming months, while CFO Susan Li said richer personalization will increase engagement, the company told investors.
Meta has cut several hundred Reality Labs roles this year, with other reports saying the reduction could be about 1,000 to 1,500 jobs, and it struck a deal worth up to $6 billion with Corning and acquired Manus in December, filings and news releases show.
The company disclosed conflicting 2026 capital-spending projections—$115 billion to $135 billion in one filing and $162 billion to $169 billion in another—and faces congressional probes over youth-related harms and state scrutiny of data-center energy use, filings and lawmakers said.
Analysis
Center-leaning sources frame Meta’s AI push skeptically, deploying loaded descriptors ("billions upon billions," "failing AI initiatives," "eerily targeted") and foregrounding regulatory and safety concerns. They prioritize past losses and Reuters findings about chatbots with minors while juxtaposing executive quotes from the earnings call as source content, creating a cautionary narrative.
Sources (4)
FAQ
Meta disclosed conflicting 2026 capital-spending projections: $115 billion to $135 billion in one filing and $162 billion to $169 billion in another.
Mark Zuckerberg announced that new AI models and 'agentic' commerce tools will begin shipping over the coming months, aimed at enhancing personalization and engagement.
Meta reported $59.89 billion in Q4 2025 revenue and $8.88 in earnings per share, beating Wall Street estimates, which led to shares rising nearly 10% in after-hours trading.
Meta cut several hundred Reality Labs roles this year, potentially 1,000 to 1,500 jobs, struck a deal worth up to $6 billion with Corning, and acquired Manus in December.
Meta faces congressional probes over youth-related harms and state scrutiny of data-center energy use.
History
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