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Oura CEO Tom Hale weighs in on the brand's products, partnerships and competition

When the idea for the Oura Ring was first spawned in 2013, the company’s founders envisioned a device that would take a precise look at sleep and recovery, two important aspects of overall health that they felt few wearable tools had prioritized to that point.

Now, over a decade later, Oura’s ambitions have evolved to transform healthcare and personal health, all while disrupting the growing wearables industry.

“The vision for the future of Oura has to do with the doctor in your pocket,” Oura CEO Tom Hale said in an appearance on CNBC’s “Squawk on the Street” on Tuesday. “Everyone already has kind of a supercomputer in their pocket — everyone should have a wearable device which is monitoring them continuously that just fits into their life, and then a machine intelligence which is overlooking them to provide them preventative personal care to help them live their best and healthiest life.”

Oura, which was ranked No. 23 on the 2025 CNBC Disruptor 50 list, has hastened its shift towards broader health monitoring through a combination of technological upgrades, product advances, fundraising, acquisitions, and the usage of AI, LLMs and analytics. That has helped the company broaden its vision from just sleep to cardiovascular health, stress & resilience, women’s health, and now nutrition and eating habits.

It also means evolving beyond tracking things just with a ring, leading Oura into new partnerships with companies like Dexcom, one of the leaders in glucose biosensing via its glucose monitor, and through features like an AI health coach and the ability to take pictures of your food and upload it into the app for nutrition breakdowns and AI-driven advice.

More coverage of the 2025 CNBC Disruptor 50

While that pushes Oura further into a broader wearables category competing alongside more all-in-one devices like watches from Apple, Google and Samsung, as well as focused fitness devices from companies like Garmin and Whoop, Hale said that the rest of the category “pushes us to go further and farther ahead in creating innovations that are going to blow people’s minds.”

“We’re really focused on the things that matter that are going to change your health picture,” he said.

Hale said he believes one of the biggest competitors Oura faces is “people just not being aware of the benefits” of wearing the ring, but the company’s increased focus on overall health and wellness is resonating with consumers.

In June 2024, Oura announced that it had sold more than 2.5 million rings. Now, about a year later, Hale said the company has “roughly doubled the business, and we continue to grow.”

Hale said the company had previously announced it was going to do about $500 million in revenue last year, and this year “it’s definitely going to be a lot larger than last year.”

While that doesn’t mean an IPO is on the horizon — Hale said the company has “some catching up to do before we’re ready to be a public company” — Oura sees plenty of room ahead to continue to lean into what its ring wearers are increasingly looking for.

“We see a world where you might be using some sensor for some amount of time to learn some lesson, but the device you’re going to have on your body to monitor your sleep, your activity, your overall health [and] make predictions about your health, will be the Oura Ring,” Hale said.

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It’s Amazon’s turn to show off new devices: All eyes on Alexa+, Echo and Kindle

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It's Amazon's turn to show off new devices: All eyes on Alexa+, Echo and Kindle

An Amazon device is displayed at an Amazon Devices launch event in New York City on Feb. 26, 2025.

Brendan McDermid | Reuters

Amazon is hosting a launch event on Tuesday where it’s expected to unveil significant updates to its devices lineup.

The event is slated to kick off at 10 a.m. ET and will feature announcements from Panos Panay, who oversees Amazon’s sprawling devices and services business.

Invites sent to the media and analysts earlier this month showed what appeared to be an Echo smart speaker, Fire TV, Ring doorbell button and a Kindle e-reader, suggesting what could be in store at the event.

Amazon CEO Andy Jassy said in a Bloomberg TV interview earlier this year that a “brand new lineup of devices” compatible with Alexa+ would be coming this fall.

Reviews for the company’s upgraded assistant, which is powered by generative artificial intelligence, have been mixed.

Ohio resident and IT manager Jeff Finlay, 61, got access to Alexa+ in late June after applying to the beta program in March. Finlay, who has seven Echo devices in his home, said he feels Alexa+ has “worsened some of the functions I was used to using it for.”

He said Alexa+’s weather forecasts don’t seem to be as informative as previous iterations offered through the original Alexa assistant, called Big Sky.

Wired wrote in July that the new Alexa seems to be a more skilled and natural conversationalist, which “is a relief after years of Alexa’s robotic tones.” But TechCrunch noted in August that the service was prone to making mistakes and stumbled on some requests, making it seem “very much like a beta product.”

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Amazon typically hosts an annual devices bonanza each fall, where it unveils a bevy of new hardware and software products.

The company eschewed the tradition in 2024 and instead hosted an event last February where it announced a long-awaited overhaul of its Alexa digital assistant.

Since then, Amazon has slowly rolled out early access to Alexa+. It’s not yet available to the general public and users must have newer versions of Amazon’s Echo Show, its voice-controlled display with a touch screen.

The company says more than a million users have been granted access to Alexa+.

In a first for Amazon, the company is charging users to access its digital assistant, which it says is more conversational and proactive compared with previous versions. The service costs $19.99 a month, but is free for members of its $139-a-year Prime program.

Alexa has grown to be a sizable business for Amazon, with more than 600 million Alexa devices sold worldwide. That figure includes third-party products, as well as Amazon-branded devices.

Amazon faces growing pressure to update its hardware and software for the generative AI age following the success of rivals such as OpenAI’s ChatGPT and Google’s Gemini. Meta also has its Ray-Ban Meta glasses, which use its Llama large language model to answer spoken questions from the user.

Amazon’s AI device ambitions may not end with Alexa or Echo smart speakers.

The company in July confirmed it’s acquiring AI wearables startup Bee, which makes a wristband that can record and transcribe conversations.

Amazon has also introduced generative AI in some of its Ring smart home security products.

WATCH: Amazon reaches $2.5 billion settlement with FTC

Amazon reaches $2.5B settlement with FTC over 'deceptive' prime program

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China’s DeepSeek launches next-gen AI model. Here’s what makes it different

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China's DeepSeek launches next-gen AI model. Here's what makes it different

Anna Barclay | Getty Images News | Getty Images

Chinese startup DeepSeek’s latest experimental model promises to increase efficiency and improve AI’s ability to handle a lot of information at a fraction of the cost, but questions remain over how effective and safe the architecture is.  

DeepSeek sent Silicon Valley into a frenzy when it launched its first model R1 out of nowhere last year, showing that it’s possible to train large language models (LLMs) quickly, on less powerful chips, using fewer resources.

The company released DeepSeek-V3.2-Exp on Monday, an experimental version of its current model DeepSeek-V3.1-Terminus, which builds further on its mission to increase efficiency in AI systems, according to a post on the AI forum Hugging Face.

“DeepSeek V3.2 continues the focus on efficiency, cost reduction, and open-source sharing,” Adina Yakefu, Chinese community lead at Hugging Face, told CNBC. “The big improvement is a new feature called DSA (DeepSeek Sparse Attention), which makes the AI better at handling long documents and conversations. It also cuts the cost of running the AI in half compared to the previous version.”

“It’s significant because it should make the model faster and more cost-effective to use without a noticeable drop in performance,” said Nick Patience, vice president and practice lead for AI at The Futurum Group. “This makes powerful AI more accessible to developers, researchers, and smaller companies, potentially leading to a wave of new and innovative applications.”

The pros and cons of sparse attention 

An AI model makes decisions based on its training data and new information, such as a prompt. Say an airline wants to find the best route from A to B, while there are many options, not all are feasible. By filtering out the less viable routes, you dramatically reduce the amount of time, fuel and, ultimately, money, needed to make the journey. That is exactly sparse attention does, it only factors in data that it thinks is important given the task at hand, as opposed to other models thus far which have crunched all data in the model.

“So basically, you cut out things that you think are not important,” said Ekaterina Almasque, the cofounder and managing partner of new venture capital fund BlankPage Capital.

Sparse attention is a boon for efficiency and the ability to scale AI given fewer resources are needed, but one concern is that it could lead to a drop in how reliable models are due to the lack of oversight in how and why it discounts information.

“The reality is, they [sparse attention models] have lost a lot of nuances,” said Almasque, who was an early supporter of Dataiku and Darktrace, and an investor in Graphcore. “And then the real question is, did they have the right mechanism to exclude not important data, or is there a mechanism excluding really important data, and then the outcome will be much less relevant?”

This could be particularly problematic for AI safety and inclusivity, the investor noted, adding that it may not be “the optimal one or the safest” AI model to use compared with competitors or traditional architectures. 

DeepSeek, however, says the experimental model works on par with its V3.1-Terminus. Despite speculation of a bubble forming, AI remains at the centre of geopolitical competition with the U.S. and China vying for the winning spot. Yakefu noted that DeepSeek’s models work “right out of the box” with Chinese-made AI chips, such as Ascend and Cambricon, meaning they can run locally on domestic hardware without any extra setup.

Deepseek trains breakthrough R1 model at a fraction of US costs

DeepSeek also shared the actual programming code and tools needed to use the experimental model, she said. “This means other people can learn from it and build their own improvements.”

But for Almasque, the very nature of this means the tech may not be defensible. “The approach is not super new,” she said, noting the industry has been “talking about sparse models since 2015” and that DeepSeek is not able to patent its technology due to being open source. DeepSeek’s competitive edge, therefore, must lie in how it decides what information to include, she added.

The company itself acknowledges V3.2-Exp is an “intermediate step toward our next-generation architecture,” per the Hugging Face post.

As Patience pointed out, “this is DeepSeek’s value prop all over: efficiency is becoming as important as raw power.”

“DeepSeek is playing the long game to keep the community invested in their progress,” Yakefu added. “People will always go for what is cheap, reliable, and effective.”

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U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally

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U.S. Commerce head Lutnick wants Taiwan to help America make 50% of its chips locally

A logo of the Taiwan Semiconductor Manufacturing Company (TSMC) displayed on a smartphone screen

Vcg | Visual China Group | Getty Images

The Trump administration is pushing Taipei to shift investment and chip production to the U.S. so that half of America’s chips are manufactured domestically, in a move that could have implications for Taiwan’s national defense. 

Washington has held discussions with Taipei about the “50-50” split in semiconductor production, which would significantly reduce American dependence on Taiwan, U.S. Secretary of Commerce Howard Lutnick told News Nation in an interview released over the weekend. 

Taiwan is said to produce over 90% of the world’s advanced semiconductors, which, according to Lutnick, is cause for concern due to the island nation’s distance from the U.S. and proximity to China. 

“My objective, and this administration’s objective, is to get chip manufacturing significantly onshored — we need to make our own chips,” Lutnick said. “The idea that I pitched [Taiwan] was, let’s get to 50-50. We’re producing half, and you’re producing half.” 

Lutnick’s goal is to reach about 40% domestic semiconductor production by the end of U.S. President Donald Trump’s current term, which would take northwards of $500 billion in local investments, he said. 

Taiwan’s stronghold on chip production is thanks to Taiwan Semiconductor Manufacturing Co., the world’s largest and most advanced contract chipmaker, which handles production for American tech heavyweights like Nvidia and Apple. 

Taiwan’s critical position in global chips production is believed to have assured the island nation’s defense against direct military action from China, often referred to as the “Silicon Shield” theory.

However, in his News Nation interview, Lutnick downplayed the “Silicon Shield,” and argued that Taiwan would be safer with more balanced chip production between the U.S. and Taiwan.

“My argument to them was, well, if you have 95% [chip production], how am I going to get it to protect you? You’re going to put it on a plane? You’re going to put it on a boat?” Lutnick said. 

Under the 50-50 plan, the U.S. would still be “fundamentally reliant” on Taiwan, but would have the capacity to “do what we need to do, if we need to do it,” he added.

Beijing views the democratically governed island of Taiwan as its own territory and has vowed to reclaim it by force if necessary. Taipei’s current ruling party has rejected and pushed back against such claims. 

This year, the Chinese military has held a number of large-scale exercises off the coast of Taiwan as it tests its military capabilities. During one of China’s military drills in April, Washington reaffirmed its commitment to supporting Taiwan. 

More in return for defense

Lutnick’s statements on the News Nation interview aligned with past comments from Trump, suggesting that the U.S. should get more in return for its defense of the island nation against China. 

Last year, then-presidential candidate Trump had said in an interview that Taiwan should pay the U.S. for defense, and accused the country of “stealing” the United States’ chip business. 

The U.S. was once a leader in the global semiconductor market, but has lost market share due to industry shifts and the emergence of Asian juggernauts like TSMC and Samsung

However, Washington has been working to reverse that trend across multiple administrations. 

TSMC has been building manufacturing facilities in the U.S. since 2020 and has continued to ramp up its investments in the country. It announced intentions to invest an additional $100 billion in March, bringing its total planned investment to $165 billion. 

The Trump administration recently proposed 100% tariffs on semiconductors, but said that companies investing in the U.S. would be exempt. The U.S. and Taiwan also remain in trade negotiations that are likely to impact tariff rates for Taiwanese businesses. 

US still considered a 'check on China' for Taiwan: Former defense minister

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