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Meta launches enterprise AI business, hires former MongoDB CEO to lead it
Chirantan 'CJ' Desai left MongoDB the same day Meta announced its push into selling AI tools to businesses, backed by a $130B capex budget.
Meta just made the clearest signal yet that it wants to be more than an advertising company. The social media giant announced a dedicated enterprise AI business and poached Chirantan “CJ” Desai from MongoDB to run it.
Desai resigned as MongoDB’s President and CEO on September 28, 2026, the same day Meta unveiled its plans.
What Meta is building
On September 22, the company launched Muse Code in beta, a coding agent powered by its Muse Spark model. Six days later, it had a new CEO-caliber hire to oversee the broader strategy.
Back in June, Meta rolled out Business Agent features for its messaging platforms. These tools are designed to let companies automate customer interactions across WhatsApp and Messenger.
Why Desai matters
Before taking the top job at MongoDB in November 2025, Desai held significant product and engineering leadership roles at both Cloudflare and ServiceNow, where he contributed to their revenue growth.
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MongoDB moved quickly to limit disruption. The company rehired former CEO Dev Ittycheria as interim leader and emphasized that its market position remains strong.
The $130B bet
Meta’s capital expenditure forecast for 2026 tells the financial story more bluntly than any press release could. The company raised its capex guidance to $130 billion, up from $125 billion, with the increase driven almost entirely by AI infrastructure investments.
For years, Meta’s business model has been elegantly simple: show ads to billions of people. The company is clearly betting that enterprise AI represents a second major revenue engine.