Meta outlines enterprise AI opportunity spanning agents, APIs, and compute

Meta CEO Mark Zuckerberg told investors on the company’s second-quarter 2026 earnings call that Meta sees a “large enterprise opportunity” spanning AI agents, APIs, compute, and other services aimed at businesses.

Zuckerberg said the company plans to sell AI agents to businesses for use cases like customer service and support, initially targeting its existing base of advertisers and small businesses. Revenue would be tied to delivered results, he said, comparing the model to Meta’s ad system.

He also described plans to offer Meta’s internal productivity and coding tools to external enterprise customers, framing the move as a natural extension of tools built for Meta’s own needs.

On compute, Zuckerberg acknowledged Meta could sell enterprise compute at a “significant premium” over cost, but cautioned against selling all available capacity for short-term profit, describing the approach as a “portfolio” balancing long- and short-term priorities.

Zuckerberg emphasized that selling to enterprise customers requires a different set of capabilities than Meta has historically developed, signaling a shift in operational focus.

The call also reiterated Meta’s broader ambitions around agentic AI, including consumer-facing “personal AI agents” and AI-powered smart glasses, as well as the use of large language models to accelerate development of new social apps.