Health IT, EHR systems, telehealth, and clinical technology
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.
GE HealthCare's April acquisition adds cloud PACS and AI imaging to its hardware portfolio, enabling health systems to bundle purchases and cut multi-vendor integration costs by up to 25%.
Ardent Health's February 2026 partnership with hellocare.ai embeds AI monitoring in 2,000+ patient rooms, targeting 20-30% staff efficiency gains. The move pressures Teladoc and Amwell to integrate deeper into hospital infrastructure.
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.