Health IT, EHR systems, telehealth, and clinical technology
Global telehealth spending reached $210 billion in 2025 and will exceed $2 trillion by 2034, forcing enterprises to treat virtual care as core infrastructure rather than pandemic-era pilots.
CMS and HHS are deploying a voluntary national interoperability framework with master patient identity, targeting early-to-mid 2026 go-live. Sixty-plus private companies have signed implementation pledges.
Epic's gen-AI documentation tools now run at over 250 health systems, with Stanford reporting 22–24% inbox time reduction and per-message costs under $0.05.
Oracle Health launched a cloud-based EHR bundle for community hospitals priced at $500K–$1.5M first-year implementation, promising 6–9 month deployments versus 12–18 months for traditional Cerner installs.
AHA survey of 1,000 hospitals reveals 60% needed two to three months to recover operations after February 2024 ransomware incident. Buyers now demanding contractual RTOs and dual-vendor strategies for revenue-cycle systems.
Medtronic's acquisition of coronary AI platform CathWorks signals enterprise buyers now pay premiums exclusively for multi-site clinical validation, not pilot-stage promises.
Philips exits hospital management software, selling Tasy to Bionexo for €161M. Latin American hospitals now choose between regional specialists or global platforms.
May 2026 finalization eliminates addressable controls, requiring universal encryption, multi-factor authentication, and 72-hour breach reporting. Four major breaches in three weeks expose compliance gaps.
Teladoc acquired UpLift in April 2025, embedding covered behavioral health into enterprise platforms as the $8.52B telehealth market pivots from video visits to chronic care ecosystems.
Snowflake research shows healthcare leaders repositioning data exchange infrastructure as foundation for AI scaling, reshaping vendor selection criteria.
IBM's December 2025 Confluent buy pushes healthcare enterprises to redirect 13-30% of IT budgets toward streaming platforms, cutting integration risk 40% while Oracle and GE trail in real-time governance.
Health Sector Coordinating Council mandates retroactive vendor assessments for AI tools already in production, targeting data leakage and adversarial threats. Compliance budgets rise as only 4% of organizations trust their current vendor evaluations.