Meta is reshaping its long-term strategy around artificial intelligence, with chief executive Mark Zuckerberg outlining an aggressive push into AI wearables, personal agents, and large-scale infrastructure during the company’s Q4 2025 earnings call. Zuckerberg said Meta has shifted investment priorities away from the metaverse toward AI-powered smart glasses and foundation models, arguing that vision-correcting eyewear represents a massive installed base primed for AI augmentation. He reported that sales of Meta’s AI glasses tripled over the past year, positioning them among the fastest-growing consumer electronics categories.
Alongside hardware, Zuckerberg said Meta rebuilt the foundations of its AI program in 2025 and will begin releasing new models and products in the coming months. A major focus is AI-driven commerce, with agentic shopping tools designed to help users discover products from businesses across Meta’s platforms. He emphasized that Meta’s advantage lies in its access to personal context, including user history, interests, and relationships, which can power more personalized AI agents.
The strategy aligns Meta with broader industry momentum. Google and OpenAI are advancing agent-enabled transactions with partners such as Stripe and Uber, while rivals including Apple and Snap are preparing their own smart glasses initiatives. Meta recently reinforced its agent ambitions through the acquisition of Manus.
Meta also disclosed sharply rising infrastructure spend, projecting $115 billion to $135 billion in capital expenditures for 2026, driven by investments in its AI labs. Zuckerberg framed the year ahead as pivotal for delivering what he described as personal superintelligence to consumers at scale.
