"And the company made clear spending will continue to be massive. Meta forecast its capital expenditures could rise to as much as $135 billion this year, nearly double the $72 billion it reported in 2025, as it unveiled its most radical AI spending plans to date, largely driven by increased investment in AI infrastructure costs and talent."
"The goal? Zuckerberg again made clear that it is "personal superintelligence.""We're starting to see the promise of AI that understands our personal context, including our history, our history, our interests, our content and our relationships," he said. "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.""
"Over the coming months, he said, Meta would start shipping AI models and products. "I expect our first models will be good, but more importantly, they will show the rapid trajectory that we're on," he said. "And then I expect us to steadily push the frontier over the course of the year, as we continue to release new models.""
Meta beat Q4 revenue and earnings expectations, reporting $59.89 billion in revenue and $8.88 earnings per share. The company forecast capital expenditures could rise to as much as $135 billion, nearly double 2025, driven by AI infrastructure and talent investment. Leadership changes included bringing Alexandr Wang to head Meta Superintelligence Labs and rebuilding AI foundations. Meta plans to begin shipping AI models and products in the coming months and expects rapid progress through 2026. The stated goal is personal superintelligence, with efforts to merge LLMs into Facebook, Instagram and Threads recommendation systems to deliver uniquely personal agents.
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