Health IT, EHR systems, telehealth, and clinical technology
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.
CharmHealth, Caregility, and Wolters Kluwer release Model Context Protocol servers, establishing a governed interface for AI-EHR connectivity that reduces custom integration costs.
Stryker's March 2026 breach disrupted supply chains industry-wide. New HIPAA rules finalizing in May will require 72-hour recovery, annual pen tests, and MFA—raising compliance costs 20-30% for small entities.
Talkiatry secured $210M to scale in-network psychiatry platforms, dwarfing competitors and forcing enterprise buyers to rethink fragmented EAP spending against integrated, reimbursable behavioral telehealth.
Federal rules now require Epic, Oracle Health, and competitors to support expanded data exchange including social determinants of health. Non-compliance risks certification loss and payer contract breaches.
Healthcare systems are proving AI ROI with measurable gains. St. Luke's documentation AI raised reimbursements $13,000 per clinician while Penn Medicine cut documentation time 20%.