"In other words, Meta is using the cash from its ads business to build a massive compute machine aimed at powering its "personal superintelligence" ambitions . "We're starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships," CEO Mark Zuckerberg told investors. "A lot of what makes agents valuable is the unique context that they can see, and we believe that Meta will be able to provide a uniquely personal experience.""
"The same AI infrastructure that Meta is building for personal superintelligence is also training the models it uses to decide which ads to show, how often to show them and how to optimize for what's most likely to drive clicks and conversions. And if investors are overly worried about Meta's AI splurge , they didn't show it. The company's stock ticked up just over 8% in after-hours trading."
Meta plans $115–$135 billion in 2026 capital expenditures, allocating major investment toward large-scale AI compute infrastructure. Advertising cash will fund a compute machine intended to power personalized AI agents that leverage users' history, interests, content and relationships. Product visions include AI glasses that present contextual, real-time information in users' field of vision. The same infrastructure will train models that determine which ads to show, frequency, and optimization for clicks and conversions. Investors reacted positively with after-hours stock gains. Meta reported $201 billion in revenue and roughly $196 billion in ad revenue, and will pair AI bets with ad-performance improvements.
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