内容来源：https://techcrunch.com/2026/01/28/zuckerberg-teases-agentic-commerce-tools-and-major-ai-rollout-in-2026/

内容总结：

【科技巨头Meta加速AI布局，扎克伯格预告数月内将推出新模型与产品】

在近日举行的投资者电话会议上，Meta首席执行官马克·扎克伯格宣布，公司将在未来几个月内向用户推出全新的人工智能模型及产品。他表示，Meta已于2025年完成人工智能体系的重构，新的一年将“持续推动技术前沿拓展”。

尽管未透露具体时间表或产品细节，扎克伯格特别强调了人工智能在商业领域的应用前景。他指出，基于AI的“智能购物工具”将帮助用户从海量商家中精准匹配所需商品，这一方向与谷歌、OpenAI等行业参与者布局AI购物助手的趋势相呼应。

扎克伯格认为，Meta在个人数据理解方面的优势将为其AI产品带来独特价值。“我们正看到AI理解个人背景的潜力——包括用户历史、兴趣、内容与社交关系。”他解释说，“智能体的价值很大程度上源于其对个性化情境的把握，而Meta有望提供独一无二的个性化体验。”

为支撑AI战略，Meta大幅提高了基础设施投入。公司预计2026年资本支出将达1150亿至1350亿美元，较2025年的720亿美元显著增长。Meta在官方文件中表示，增加投入主要用于支持“超级智能实验室计划及核心业务发展”。值得注意的是，这一数字仍低于扎克伯格此前被曝出的至2028年累计6000亿美元基础设施投资远景规划。

近期，Meta还收购了通用智能体开发商Manus，计划在维持其独立服务的同时，将技术整合至自有产品中。尽管投资者曾质疑其巨额AI投资能否转化为实际盈利，扎克伯格在电话会议中明确表示：“今年将是实现个人超级智能、加速业务发展、建设未来基础设施的关键一年。”

中文翻译：

马克·扎克伯格表示，Meta用户将在未来几个月内陆续体验到公司推出的全新人工智能模型与产品。

"我们在2025年重建了人工智能项目的技术基础架构，"扎克伯格在周三的投资人电话会议中谈及公司近期重组的人工智能实验室时表示，"未来数月我们将逐步发布新模型与产品……预计在新的一年里持续推动技术前沿突破。"

尽管未透露具体时间表或产品细节，扎克伯格特别强调了人工智能驱动的商业应用将成为Meta的重点关注领域。"这将对商业领域产生深远影响，"他补充道，"新型智能购物工具将帮助用户从我们的商业生态中精准匹配所需商品。"

这一构想与全行业对AI购物助手的广泛探索形成呼应。谷歌与OpenAI均已搭建支持智能体交易的平台，并吸引Stripe、Uber等企业成为合作伙伴。然而与其他已建立完善技术架构的AI实验室不同，Meta坚信其掌握的个人数据将创造独特价值。

"我们正逐步见证理解个人情境的AI技术曙光——包括用户历史、兴趣偏好、内容特征与社交关系，"扎克伯格在会议中阐述，"智能体的核心价值在于其独有的情境理解能力，我们相信Meta将能提供无可替代的个性化体验。"

去年12月，Meta收购了通用智能体开发商Manus以获取相关技术。公司当时声明将"继续运营并销售Manus服务，同时将其整合至现有产品体系"。此次投资人会议恰逢Meta最新季度财报发布，其中披露了基础设施投资的显著增长。公司预计2026年资本支出将达1150亿至1350亿美元，较2025年的720亿美元大幅提升。

在官方申报文件中，Meta将增长归因于"对Meta超级智能实验室计划及核心业务的投资扩张"。尽管数额可观，这一数据仍低于扎克伯格此前传闻中提出的至2028年累计6000亿美元基础设施投资规划。

Meta曾因未能明确说明巨额AI投资如何转化为实际收益而受到投资者质疑。虽然具体细节仍有待完善，扎克伯格向投资者明确承诺："今年将成为实现个人超级智能、加速业务发展、奠基未来基础设施、重塑公司运营模式的关键之年。"

英文来源：

Mark Zuckerberg says Meta users will start to see new AI models and products from the company in a matter of months.
“In 2025, we rebuilt the foundations of our AI program,” Zuckerberg said on an investor call Wednesday, referring to the company’s recently restructured AI lab. “Over the coming months, we’re going to start shipping our new models and products… and I expect us to steadily push the frontier over the course of the new year.”
But while Zuckerberg didn’t give specific timelines or products, he highlighted AI-driven commerce as a particular area of focus for Meta.
“This also has implications for commerce,” Zuckerberg continued. “New agentic shopping tools will allow people to find just the right set of products from the businesses in our catalog.”
That proposal echoes broader interest in AI-powered shopping assistants across the industry. Both Google and OpenAI have built platforms for agent-enabled transactions, with companies like Stripe and Uber signed on as partners.
But while other AI labs have already built significant technical infrastructure, Meta believes its access to personal data will prove uniquely valuable.
“We’re starting to see the promise of AI that understands our personal context, including our history, our interests, our content and our relationships,” Zuckerberg said on the call. “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.”
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In December, Meta acquired the general-purpose agent developer Manus, which provides similar technology. At the time, Meta said it would “continue to operate and sell the Manus service, as well as integrate it into our products.”
The investor call was timed to the release of Meta’s most recent quarterly earnings, which also disclosed a significant increase in new infrastructure spending. The company now anticipates that it will spend between $115 billion and $135 billion on overall capital expenditures over the course of 2026, up from $72 billion in 2025.
In its official filing, Meta attributed the jump to “increased investment to support our Meta Superintelligence Labs efforts and core business.”
While significant, the figure still falls short of the projected $600 billion that Zuckerberg reportedly projected for Meta’s infrastructure spending through 2028.
Meta has previously drawn criticism from investors for failing to clearly state how its massive AI investment will translate to the company’s bottom line. But while details are still thin, Zuckerberg made it clear that the AI lab’s work would reach the public soon.
“This is going to be a big year for delivering personal superintelligence, accelerating our business, building infrastructure for the future, and shaping how our company will work going forward,” he told investors.