Meta CEO Mark Zuckerberg acknowledged that the company's AI agent systems have not advanced as quickly as expected, despite major restructuring efforts that included laying off roughly 10% of its workforce and reassigning approximately 7,000 employees to AI teams. The company is spending as much as $145 billion（約23兆円） on AI infrastructure this year, but leadership now expects meaningful returns within the next three to six months rather than sooner.
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Meta CEO Mark Zuckerberg acknowledged in an internal town hall that the company's AI agent systems have not advanced as quickly as expected over the last four months. The admission comes after Meta laid off roughly 10% of its global workforce in May and shifted approximately 7,000 employees into AI-focused teams as part of a broader restructuring effort.
Why it matters
Meta is projected to spend as much as $145 billion（約23兆円） on AI infrastructure this year, part of a wave of Big Tech spending that collectively exceeds $700 billion（約110兆円）. Slower-than-expected progress on AI agents—automated systems designed to perform tasks on behalf of users—suggests the company's heavy restructuring investment may not deliver returns as quickly as leadership had hoped, which could affect how the company deploys future capital.
What to watch
Despite the slower progress, Zuckerberg said he anticipates Meta will begin seeing more meaningful benefits from its AI investments within the next three to six months. Meta's share price fell 5% on Thursday following the report.
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