The Samsung Galaxy Ring has various sensors to track things like heart rate.
Samsung
BARCELONA — Samsung’s Galaxy Ring, its latest wearable, is launching with health-tracking features including heart rate and sleep monitoring while also giving users a score of their readiness for the day, a top executive told CNBC.
In a wide-ranging interview, Hon Pak, the head of the digital health team at Samsung Electronics, discussed the company’s first foray into the product category of rings, considerations for a subscription model for the Samsung Health app, and his vision for an artificial intelligence “coach.”
Samsung teased the Galaxy Ring in January during the press conference when it launched the S24 smartphone. The South Korean tech giant is putting it on display for the first time at Mobile World Congress in Barcelona, which kicks off on Monday.
Samsung Galaxy Ring features
Pak said the ring, which is fitted with sensors, will be able to give readings on heart rate, respiratory rate, the amount of movement made during sleep, and the time it takes a person to fall asleep once in bed.
He also said the ring will be able to give a user a “vitality score” which “collects data about physical and mental readiness to see how productive you can be.”
All of that will be accessible through the Samsung Health app.
The ring is set to go on sale this year, but Pak did not give a timeline or the pricing.
Pak also said the company is considering adding a feature that would allow the Galaxy Ring to do contactless payments, as with smartphones.
“We have a whole … team that is looking at that. But I think clearly looking at multiple different use cases for the Ring beyond just health, for sure,” Pak said.
The Samsung executive also said the company is working on non-invasive glucose monitoring as well as a blood pressure sensing through its wearable devices.
“I think we have some ways to go,” Pak said of non-invasive glucose monitoring. Currently, people use devices that pierce the skin to check glucose levels. A non-invasive way to do that would be a huge step.
Samsung ecosystem play
Samsung is hoping that various devices will boost its positioning in health, an area it has been working on for several years.
Samsung has its smartphones and smartwatches. The Galaxy Ring is the newest product category in health. Samsung said the decision to launch a “smart ring” was driven by its customers.
“Our own customers told us, I want choice. I want the ability to have other forms of wearables to measure health,” Pak said. “And some want to wear the watch, some want to wear the watch and the ring and get benefit from both. Some just want more simplicity.”
The Samsung Galaxy Ring will work in conjunction with Samsung’s smartwatches.
Samsung
Pak confirmed that when the smartwatch and Ring are worn together, users will be able to get different health insights.
Samsung is not the first company to launch smart rings. There are a handful of other players such as Oura.
Previous generations of Samsung’s flagship smartphone, such as the S7, have sensors that track things like heart rate. Users could put their finger on the sensor and it would give a reading. Samsung has done away with those sensors on its phones, especially since it has smartwatches that offer these features.
However, Pak did not rule out the possibility that future smartphones would have health sensors on them.
“Mobile is still very pervasive and so I think there are reasons why we may want to put a sensor on a mobile versus having it on a wearable,” Pak said.
AI ‘coach’
Pak discussed how artificial intelligence will play a role in Samsung’s health services. AI can help make sense of all of the data these devices are collecting. And ultimately, Pak’s goal is to get the AI to give deeper insights into a person’s health.
He said large language models, which are AI models trained on huge amounts of data and that underpin applications like chatbots, can help to give greater insights.
“Imagine that large language model, acting as my digital assistant, while looking at the context of my medical records, my physiological data, my engagement with a mobile device, the wearables during all of that … begins to bring greater insights and personalization opportunities,” Pak said.
“There’s a digital assistant coach in the future, because we think that’s absolutely needed,” the Samsung executive said.
Pak described a scenario in which a digital assistant offers health advice in the right tone and context, saying “our ability to change our behavior becomes much greater.”
Bixby, Samsung’s digital assistant, could have a part to play, Pak said.
“So we are exploring various different ways in which the human computer interface will change over time … And so we think Bixby with speech represents a significant part of that option. But we don’t think it’s the only option. But Bixby potentially combined with large language models can be a phenomenal game changer. And we’re obviously having that conversation,” Pak said.
The executive also said the company is “considering” a subscription service for its Samsung Health app, but that the capabilities and insights it offers need to be improved before that can happen. AI assistants can help.
“If you’re gonna really make me pay for something, you better give me something that’s more end to end that’s more comprehensive” in terms of health insights, Pak said.
Microsoft owns lots of Nvidia graphics processing units, but it isn’t using them to develop state-of-the-art artificial intelligence models.
There are good reasons for that position, Mustafa Suleyman, the company’s CEO of AI, told CNBC’s Steve Kovach in an interview on Friday. Waiting to build models that are “three or six months behind” offers several advantages, including lower costs and the ability to concentrate on specific use cases, Suleyman said.
It’s “cheaper to give a specific answer once you’ve waited for the first three or six months for the frontier to go first. We call that off-frontier,” he said. “That’s actually our strategy, is to really play a very tight second, given the capital-intensiveness of these models.”
Suleyman made a name for himself as a co-founder of DeepMind, the AI lab that Google bought in 2014, reportedly for $400 million to $650 million. Suleyman arrived at Microsoft last year alongside other employees of the startup Inflection, where he had been CEO.
More than ever, Microsoft counts on relationships with other companies to grow.
It gets AI models from San Francisco startup OpenAI and supplemental computing power from newly public CoreWeave in New Jersey. Microsoft has repeatedly enriched Bing, Windows and other products with OpenAI’s latest systems for writing human-like language and generating images.
Microsoft’s Copilot will gain “memory” to retain key facts about people who repeatedly use the assistant, Suleyman said Friday at an event in Microsoft’s Redmond, Washington, headquarters to commemorate the company’s 50th birthday. That feature came first to OpenAI’s ChatGPT, which has 500 million weekly users.
Through ChatGPT, people can access top-flight large language models such as the o1 reasoning model that takes time before spitting out an answer. OpenAI introduced that capability in September — only weeks later did Microsoft bring a similar capability called Think Deeper to Copilot.
Microsoft occasionally releases open-source small-language models that can run on PCs. They don’t require powerful server GPUs, making them different from OpenAI’s o1.
OpenAI and Microsoft have held a tight relationship shortly after the startup launched its ChatGPT chatbot in late 2022, effectively kicking off the generative AI race. In total, Microsoft has invested $13.75 billion in the startup, but more recently, fissures in the relationship between the two companies have begun to show.
Microsoft added OpenAI to its list of competitors in July 2024, and OpenAI in January announced that it was working with rival cloud provider Oracle on the $500 billion Stargate project. That came after years of OpenAI exclusively relying on Microsoft’s Azure cloud. Despite OpenAI partnering with Oracle, Microsoft in a blog post announced that the startup had “recently made a new, large Azure commitment.”
“Look, it’s absolutely mission-critical that long-term, we are able to do AI self-sufficiently at Microsoft,” Suleyman said. “At the same time, I think about these things over five and 10 year periods. You know, until 2030 at least, we are deeply partnered with OpenAI, who have [had an] enormously successful relationship for us.
Microsoft is focused on building its own AI internally, but the company is not pushing itself to build the most cutting-edge models, Suleyman said.
“We have an incredibly strong AI team, huge amounts of compute, and it’s very important to us that, you know, maybe we don’t develop the absolute frontier, the best model in the world first,” he said. “That’s very, very expensive to do and unnecessary to cause that duplication.”
President Trump’s new tariffs on goods that the U.S. imports from over 100 countries will have an effect on consumers, former Microsoft CEO Steve Ballmer told CNBC on Friday. Investors will feel the pain, too.
Microsoft’s stock dropped almost 6% in the past two days, as the Nasdaq wrapped up its worst week in five years.
“As a Microsoft shareholder, this kind of thing is not good,” Ballmer said, in an interview with Andrew Ross Sorkin that was tied to Microsoft’s 50th anniversary celebration. “It creates opportunity to be a serious, long-term player.”
Ballmer was sandwiched in between Microsoft co-founder Bill Gates and current CEO Satya Nadella for the interview.
“I took just enough economics in college — that tariffs are actually going to bring some turmoil,” said Ballmer, who was succeeded by Nadella in 2014. Gates, Microsoft’s first CEO, convinced Ballmer to join the company in 1980.
Gates, Ballmer and Nadella attended proceedings at Microsoft’s Redmond, Washington, campus on Friday to celebrate its first half-century.
Between the tariffs and weak quarterly revenue guidance announced in January, Microsoft’s stock is on track for its fifth straight month of declines, which would be the worst stretch since 2009. But the company remains a leader in the PC operating system and productivity software markets, and its partnership with startup OpenAI has led to gains in cloud computing.
“I think that disruption is very hard on people, and so the decision to do something for which disruption was inevitable, that needs a lot of popular support, and nobody could game theorize exactly who is going to do what in response,” Ballmer said, regarding the tariffs. “So, I think citizens really like stability a lot. And I hope people — individuals who will feel this, because people are feeling it, not just the stock market, people are going to feel it.”
Ballmer, who owns the Los Angeles Clippers, is among Microsoft’s biggest fans. He said he’s the company’s largest investor. In 2014, shortly after he bought the basketball team for $2 billion, he held over 333 million shares of the stock, according to a regulatory filing.
“I’m not going to probably have 50 more years on the planet,” he said. “But whatever minutes I have, I’m gonna be a large Microsoft shareholder.” He said there’s a bright future for computing, storage and intelligence. Microsoft launched the first Azure services while Ballmer was CEO.
Earlier this week Bloomberg reported that Microsoft, which pledged to spend $80 billion on AI-enabled data center infrastructure in the current fiscal year, has stopped discussions or pushed back the opening of facilities in the U.S. and abroad.
JPMorgan Chase’s chief economist, Bruce Kasman, said in a Thursday note that the chance of a global recession will be 60% if Trump’s tariffs kick in as described. His previous estimate was 40%.
“Fifty years from now, or 25 years from now, what is the one thing you can be guaranteed of, is the world needs more compute,” Nadella said. “So I want to keep those two thoughts and then take one step at a time, and then whatever are the geopolitical or economic shifts, we’ll adjust to it.”
Gates, who along with co-founder Paul Allen, sought to build a software company rather than sell both software and hardware, said he wasn’t sure what the economic effects of the tariffs will be. Today, most of Microsoft’s revenue comes from software. It also sells Surface PCs and Xbox consoles.
“So far, it’s just on goods, but you know, will it eventually be on services? Who knows?” said Gates, who reportedly donated around $50 million to a nonprofit that supported Democratic nominee Kamala Harris’ losing campaign.
AppLovin CEO Adam Foroughi provided more clarity on the ad-tech company’s late-stage effort to acquire TikTok, calling his offer a “much stronger bid than others” on CNBC’s The Exchange Friday afternoon.
Foroughi said the company is proposing a merger between AppLovin and the entire global business of TikTok, characterizing the deal as a “partnership” where the Chinese could participate in the upside while AppLovin would run the app.
“If you pair our algorithm with the TikTok audience, the expansion on that platform for dollars spent will be through the roof,” Foroughi said.
The news comes as President Trump announced he would extend the deadline a second time for TikTok’s Chinese-owned parent company ByteDance to sell the U.S. subsidiary of TikTok to an American buyer or face an effective ban on U.S. app stores. The new deadline is now in June, which, as Foroughi described, “buys more time to put the pieces together” on AppLovin’s bid.
“The president’s a great dealmaker — we’re proposing, essentially an enhancement to the deal that they’ve been working on, but a bigger version of all the deals contemplated,” he added.
AppLovin faces a crowded field of other interested U.S. backers, including Amazon, Oracle, billionaire Frank McCourt and his Project Liberty consortium, and numerous private equity firms. Some proposals reportedly structure the deal to give a U.S. buyer 50% ownership of the company, rather than a complete acquisition. The Chinese government will still need to approve the deal, and AppLovin’s interest in purchasing TikTok in “all markets outside of China” is “preliminary,” according to an April 3 SEC filing.
Correction: A prior version of this story incorrectly characterized China’s ongoing role in TikTok should AppLovin acquire the app.