Samsung aims to vastly grow number of devices with AI features powered by Google's Gemini: Report

Watch on YouTube ↗  |  January 05, 2026 at 11:56  |  0:50  |  CNBC
Speakers
Andrew Ross Sorkin — Co-Anchor, Squawk Box

Summary

The transcript is a brief CNBC news update reporting that Samsung shares rose in South Korea after its co-CEO said it plans to double the number of mobile devices with AI features, largely powered by Google Gemini, to roughly 800 million phones and other products. The report notes Samsung is Google's biggest Android outlet and suggests the expansion could help Google in the AI platform battle. The segment then teases upcoming Fed rate commentary and an interview after the break.

  • Samsung shares rose in South Korea on an AI device expansion report.
  • Samsung plans to double AI-enabled mobile devices to about 800 million.
  • The devices would be largely powered by Google Gemini.
  • Samsung is already the largest outlet for Google's Android OS.
  • The report suggests the partnership could strengthen Google in the AI battle.
  • The segment teases upcoming Fed rate comments and an 8 a.m. interview.
Ideas
Andrew Ross Sorkin Co-Anchor, Squawk Box 0:15
Samsung AI device expansion supports ecosystem
Samsung's co-CEO reportedly told Reuters that it plans to double the number of mobile devices with AI features, largely powered by Google Gemini, to about 800 million phones and other products; this expands Samsung's AI-enabled device base and could support its ecosystem and AI positioning, with shares rising in South Korea on the news.
005930.KS MED
Andrew Ross Sorkin Co-Anchor, Squawk Box 0:35
Gemini expansion could boost Google AI battle
The report says Samsung's broader AI device push, using Gemini, could give Google another leg up in the AI battle because Samsung is already the biggest outlet for Google's Android operating system; this would expand Gemini's distribution across a huge device base and strengthen Google's competitive position in AI.
GOOG LOW
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This CNBC video, published January 05, 2026, features Andrew Ross Sorkin discussing 005930.KS, GOOG. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Andrew Ross Sorkin  · Tickers: 005930.KS, GOOG