During Meta’s fourth-quarter earnings call, CEO Mark Zuckerberg predicted that his company will experience a “significant acceleration in artificial intelligence” in 2026 as it catches up after falling behind GoogleOpenAI, and Anthropic among the leading artificial intelligence models of 2025.
It has the wherewithal to do so: The company beat revenue forecasts in the fourth quarter, bringing in $59.89 billion versus analysts’ consensus estimate of $58.41 billion. Earnings per share were $8.88, compared with expectations of $8.19.
The company has made it clear that it will continue to spend heavily. Meta predicted that capital expenditures could rise to $135 billion this year, nearly double the $72 billion reported in 2025, as it unveiled its most aggressive AI spending plan to date, largely due to increased investment in AI infrastructure costs and talent.
In comments on the earnings call, Zuckerberg looked back to last summer, when he rebuilt the foundations of his Meta artificial intelligence project. Introducing Scale CEO Alexandr Wang Leading the Yuan Super Intelligence Laboratory.
Over the next few months, Meta will begin delivering AI models and products, he said. “I expect our first models will be good, but more importantly, they will show the rapid trajectory we are on,” he said. “Then, as we continue to release new models, I expect we’ll steadily push the frontier through the year.”
Target? Zuckerberg once again made it clear that this is “personal superintelligence.”
“We are starting to see the promise of artificial intelligence that can understand our personal context, including our history, our history, our interests, our content and our relationships,” he said. “Agents are valuable in large part because of the unique context they can see, and we believe Meta will be able to deliver a unique, personal experience.”
In addition, he said the company is working on merging LLM with Meta’s recommendation system on its platforms, including Facebook, Instagram and threads. “We believe the current system is primitive compared to what is coming,” he said. “Soon, we’ll be able to understand people’s unique personal goals and tailor the feed to show each person content that will help them improve their lives the way they want.”
Zuckerberg also predicted that in the near future, new forms of immersion and interactivity will be possible only with advances in artificial intelligence. “Today, our apps feel like algorithms that recommend content,” he said. “Soon, you’re going to open our app and you’re going to have an AI that understands you and happens to be able to show you great content or even generate great personalized content for you.”
Eyewear is “the ultimate expression of that vision,” he said, noting that sales of Meta’s Ray-Ban glasses more than tripled last year and that the investment in the company’s Reality Lab will focus primarily on eyewear and wearables.
However, the largest expenditure will be on infrastructure. he touted Recently announced metacomputing organizationshe expressed his belief that becoming the most efficient company in building artificial intelligence infrastructure will become a strategic advantage.
Finally, Zuckerberg announced that Meta is investing in artificial intelligence tools for its employees and said the company will boost individual contributors and flatten teams. “Our north star is creating the best place for individuals to have a huge impact,” he said, noting that many of the things Meta’s larger teams are doing can now be done by “one very talented person.”
This story was originally published on wealth network