Meta announced plans for personal AI agents and an expanded business AI offering on its earnings call
On the earnings call for the 2nd quarter of 2026, Meta announced preparations for personal AI agents for the general public and the expansion of its business offering to include APIs, business agents and sales of computing power. Capital expenditures for 2026 are expected to total 130-145 billion dollars.
On the earnings call for the second quarter of 2026, Meta CEO Mark Zuckerberg presented a vision of personal AI agents that, according to him, would work 24 hours a day and help users with goals, health, relationships and finances. According to the company, this is intended to be a product for the general public, rather than primarily for technically proficient users, as with agents from Anthropic or OpenAI focused on programming and business deployment. The Verge adds its own comparison with the Gemini Spark tool from Google, which, in its assessment, works well but at times feels disturbingly intimate — this is a subjective editorial assessment, not a claim by Meta. According to the company, further details about personal agents will be released “soon”, but neither a specific date nor the form of the product has been announced yet.
The company is also expanding its offering for business customers. According to Zuckerberg, more than a million companies already use business agents on WhatsApp and Messenger each week, and deployment is getting underway on Instagram as well. He said Meta wants to charge for agents similarly to its advertising system — payment for results achieved — and also plans to offer business customers APIs, internal tools for development and productivity, and direct sales of computing power, which it currently sells at a “significant markup” over its own costs. Zuckerberg also said that selling all of its computing capacity would be a “foolish” move and that the company is choosing a combination of long-term and short-term plans.
The move into personal and business agents is accompanied by further figures from the call: the company plans capital expenditures of 130 to 145 billion dollars in 2026, has reassigned roughly 7 000 employees to new AI initiatives and laid off about 8 000 people in May. The day before the call, the company announced the construction of a data center campus with a capacity of 1 gigawatt in collaboration with BlackRock. The company also mentioned a recent update of the Muse Spark model to version 1.1 with improved programming capabilities and said that Instagram has more than 2 billion daily active users.
According to the company, it also uses large language models to develop new applications faster — recent examples include apps for sellers on Marketplace, for Facebook Groups and for so-called vibe-coded games, with more to follow.
Why it matters
For companies advertising or doing business through Meta platforms, this represents a concrete new tool — business agents priced according to results and the option to purchase computing power, changing how they can communicate with customers and what additional services they can buy from Meta. For ordinary users, it remains only an announced intention with no date or defined form for the product, so in practical terms there is nothing to try or decide on yet.
Two audiences, two different impacts
What this means
For individuals
Meta promises personal AI agents intended to help with health, finances or relationships in the future, but for now this is only an announced intention with no specific launch date or available product.
More practical updates →For a business
Meta wants to charge for business agents based on results, similarly to its advertising system, and plans to offer enterprise customers APIs, agents and direct sales of computing power, which should create new revenue streams alongside advertising and subscriptions.
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Event sources
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