Health IT, EHR systems, telehealth, and clinical technology
InterSystems' November 2025 AI assistant cuts manual data reconciliation time across siloed EHRs. Oracle and Epic now face pressure to ship comparable AI features before TEFCA penalties hit.
Lilly's $115M upfront payment to Insilico Medicine—with $2.6B tied to milestones—signals pharma's shift from AI pilots to billion-dollar commercial partnerships with accountability structures.
Cognizant's 3Cloud acquisition and New York's $2.2B Epic grant force healthcare CIOs to choose between bundled Azure-AI vendors or rip-and-replace EHR migrations.
Fortified Health Security's 2025 report shows a shift from data theft to operational disruption. Only 4% of providers trust their vendor risk assessments.
DocGo acquires SteadyMD's nationwide virtual clinician network, eliminating state-by-state licensing hurdles and cutting logistics costs 20-30% through integrated mobile-telehealth workflows.
New Deloitte and Gartner analyses show enterprise buyers shifting to unified FHIR stacks, but seamless data exchange remains broken at most organizations despite $4.84B in 2025 spending.
eMed raised $200M at a $2B+ valuation to deploy AI-driven metabolic care pathways with outcomes-based pricing. Employers gain 20-30% cost savings, forcing rivals to adopt risk-sharing models.
Amazon and Microsoft launched healthcare AI agents as HTI-5 rule mandates three new prior authorization APIs. Highmark reduced processing time from weeks to minutes.
March 2026 attack on $20.5B medical device maker halted order systems across 100,000+ facilities. HHS's mandatory zero-trust controls arrive later this year with 6-month compliance window.
New developer platform lets health systems build autonomous AI agents directly in EHR workflows, eliminating separate procurement cycles and cutting deployment time from months to weeks.
HHS reports TEFCA exchanged nearly 500 million health records by early 2026, while ONC proposes eliminating 70% of certification criteria to accelerate AI-enabled interoperability adoption.
New Category I CPT codes for AI-assisted diagnosis enable fee-for-service payments for coronary plaque and cardiac assessments, removing core monetization barrier for clinical AI vendors.