Health IT, EHR systems, telehealth, and clinical technology
Remote patient monitoring specialists now outpace general telehealth platforms in growth, forcing enterprises to reassess vendor strategies as AI-RPM integration becomes table stakes.
New research shows 85% of healthcare leaders elevated interoperability investment over 2024 levels, with AI scaling identified as the primary driver. The shift forces budget reallocations from EHR integrations to cross-platform data infrastructure.
Novo Nordisk's full-stack OpenAI deployment across R&D, trials, and manufacturing forces health systems to match scale or cede competitive ground.
Nordic Capital acquired Arcadia for an estimated $200M+ in April 2026, injecting growth capital into a platform serving 100M+ lives. Enterprise buyers gain negotiating leverage as private equity consolidates analytics vendors.
Ardent Health's February 2026 partnership with hellocare.ai brings AI-assisted virtual physicians and patient monitoring to 2,000+ rooms, targeting 20-30% labor savings amid nurse shortages.
Cotiviti's February 2026 acquisition of Edifecs consolidates payer interoperability leadership, with Edifecs ranking #1 in FHIR/EDI among 99 payers as cloud platforms capture two-thirds of the market.
Lilly's March agreement with Insilico Medicine—$115M upfront for 28 AI-designed drug candidates—marks the first billion-dollar-plus validation of end-to-end generative AI in drug discovery.
Greenway Health's Novare platform integrates clinical and revenue cycle management into a single AI-native EHR, challenging Epic's modular approach and raising baseline feature expectations across ambulatory care.
Trellix detected 54.7 million healthcare threats in 2025, with exfiltration-only attacks tripling as single EHRs now fetch $60—20 times a credit card's value. New HIPAA mandates force buyers to rethink vendor oversight and backup architecture.
Hims & Hers secured $850 million in May 2025 to scale AI-driven biomarker testing, pressuring providers to choose between consumer platforms and EHR-native workflow tools as telehealth funding consolidates around enterprise integration.
A three-month pilot targeting decentralized health data management positions openEHR against Epic and Oracle's FHIR infrastructure, forcing vendors to support dual standards for cross-border compliance.
GE HealthCare's 600 FDA-cleared AI algorithms represent triple Siemens' count, creating vendor lock-in risks for health systems standardizing on single-platform AI stacks.