Meta's Muse AI Agent Hits 10 Million Users, Shopping Drives High Spend

Meta announced that its AI assistant Muse has surpassed 10 million users, confirming third‑party estimates. About a quarter of those who set up the app return daily, signaling strong retention.

Shopping has emerged as a leading use case. More than 25 % of engaged users who shop through the agent spend on average over $200 per transaction, a figure that surprised even payment‑network partner Plaid.

Beyond commerce, users connect Muse to email and calendars for productivity, indicating trust in the platform’s security model, which includes a “Muse Secure VM” and an upcoming “Muse Confidential VM” that will keep data hidden from Meta itself.

Why it matters for GPU / AI infrastructure

Meta plans to scale Muse to serve more than a billion people, which will require massive compute capacity. The company expects a ten‑fold improvement in cost efficiency within a year, turning the service profitable once revenue scales. For GPU cloud providers, this signals rising demand for high‑performance, low‑latency inference clusters that can support agentic commerce workloads.