Meta Expands Muse AI Agent Alongside $130B-$145B 2026 Spending Forecast

Meta is expanding its Muse personal AI agent into shopping, enterprise software, developer tools and AI glasses as the company forecasts as much as $145 billion in companywide capital expenditures for 2026.

Meta introduced Muse on Sept. 8 as an agent that can send emails, book travel, complete forms and make purchases with user approval. It operates through Meta’s Muse Secure VM and is available in the United States and Canada through the Muse app, WhatsApp and the web.

Muse will remain free for most uses, with subscription plans available for users seeking additional capabilities. The company has not disclosed subscription prices, subscriber numbers, Muse-specific revenue or profitability.

The commercial expansion includes announced connectors for retailers and productivity services. The list includes Shopify, Walmart, Best Buy, American Eagle Outfitters, DICK’S Sporting Goods, Fanatics, Gap, Michael Kors, Sephora, Ulta, Wayfair, Expedia, Instacart, Notion, Granola, GitHub and Box. Some connectors are planned rather than currently available.

Meta also launched Meta Enterprise Platform on Sept. 28. The offering includes the Muse agent, Meta Business Agent, Muse API and Muse Code, targeting companies and developers that want to use Meta’s artificial intelligence tools in their own operations.

“Meta Enterprise Platform will focus on turning its AI stack into products and services that companies can deploy for their own businesses,” Chirantan “CJ” Desai, Meta’s chief enterprise platform officer, said in the announcement.

Desai previously served as MongoDB’s CEO and president and held senior roles at Cloudflare and ServiceNow.

Meta plans to bring Muse to its AI glasses in the coming months. It expects to offer more than 100 options across Ray-Ban, Oakley and Meta Glasses by the end of 2026.

The product rollout comes alongside heavy infrastructure investment. Capital expenditures totaled $31.08 billion, including finance-lease principal payments, for the quarter ended June 30. Its full-year 2026 forecast covers the year ending Dec. 31 and ranges from $130 billion to $145 billion, including those lease payments. Meta has not tied that companywide forecast specifically to Muse.

Second-quarter revenue totaled $60.80 billion, while net income was $15.85 billion. Its family of apps averaged 3.60 billion daily active people in June, up 3% from a year earlier. That figure does not represent a confirmed Muse audience.

“AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities,” Meta founder and CEO Mark Zuckerberg said.

Earlier coverage has examined how AI infrastructure spending is putting greater focus on cash flow and measurable returns. Muse gives Meta another route to monetize its AI investment, but the company has not disclosed a Muse revenue target, customer count, conversion rate, advertising plan or profitability forecast.