What You Should Know
The Record: The Department of Veterans Affairs (VA) announced a $4.8B investment for FY 2026—the largest single-year commitment to Non-Recurring Maintenance (NRM) in the agency's history.The Tech Angle: While much of the funding goes to physical repairs, a massive $1B is specifically earmarked for the maintenance and modernization of electronic health record (EHR) systems and facility preparation for future updates.The Breakdown: The spending includes $2.8 billion for
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Oracle May Cut 30k Jobs and Sell Cerner to Fund $156B OpenAI Deal
What You Should Know
The Report: Investment bank TD Cowen claims Oracle is evaluating "multiple paths" to finance its massive AI datacenter build-out, including cutting 20,000 to 30,000 jobs and potentially selling its health tech unit, Cerner, the Register reports.The Cause: The financial pressure stems from Oracle’s $300B contract with OpenAI, which requires an estimated $156B in capital spending for GPUs and infrastructure—a burden that has spooked U.S. debt investors.The Indicators: Risk
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Premise Health and Crossover Health Merge to Expand Advanced Primary Care
What You Should Know
The Deal: Premise Health and Crossover Health have signed a definitive agreement to merge, creating a unified direct healthcare entity serving over 400 organizations and millions of members.The Scale: The combined organization will operate nearly 900 wellness centers across the U.S., offering a massive hybrid footprint of onsite, nearsite, and virtual care.The Leadership: Premise CEO Stu Clark will lead the new organization, but in a rare move for mergers of this size,
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CB Insights Report: Digital Health Funding Hits $22.3B as 14 New Unicorns Emerge
What You Should Know
The Rebound: According to the new State of Digital Health 2025 report from CB Insights, digital health funding rose 19% YoY to $22.3B in 2025, driven by fewer, larger checks—average deal size jumped 29% to $20.3M.The Consolidation: M&A activity surged 33% to 210 deals, ending a three-year decline. The market saw massive exits like Thermo Fisher’s $9.4B acquisition of Clario and Waystar’s $1.3B purchase of Iodine Software.The AI Moat: Artificial Intelligence was the
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KLAS 2026 Rankings: Aledade and Guidehealth Named Top VBC Enablement Firms
What You Should Know
The News: A new KLAS Research report, Value-Based Care Enablement Services 2026, evaluates the firms helping healthcare organizations transition from fee-for-service to risk-based models.The Leaders: Aledade (95.7 score) and Guidehealth (87.5 score) top the performance charts, praised for their ability to operationalize insights and drive tangible financial results.The Divide: The report reveals a sharp split in satisfaction. While ambulatory practices are aggressively
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Prenosis Secures $40M to Build the Precision Medicine Network for Critical Care
What You Should Know
The News: Prenosis has secured a combined $40M in new capital—split evenly between a $20M Series A led by PACE Healthcare Capital and a $20M federal contract from BARDA.The Tech: The funding supports the commercial rollout of Sepsis ImmunoScore® (the first FDA-authorized AI diagnostic for sepsis) and the development of a "comprehensive precision medicine platform" for conditions like pneumonia and ARDS.The Trial: The BARDA contract funds a massive randomized controlled
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Homecare Homebase 2026 Report: Medicare Advantage and AI Adoption Drive New Operational Strategy
What You Should Know
The Crisis: Despite soaring demand from an aging population, home health referral conversion rates have dropped 13% since 2018, leaving 4.2 million patients without recommended care in 2024 due to capacity constraints.The Shift: With Medicare rates decreasing by ~1.3% and Medicare Advantage (MA) now covering 54% of beneficiaries, agencies can no longer rely on rate hikes. Margin protection must come from operational precision and automated "payer playbooks."The Solution:
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Sword Health Buys Kaia Health in $285M Deal to Expand AI Care Platform
What You Should Know
The Deal: Sword Health has acquired Kaia Health in a deal valued at $285M, cementing its status as the fastest-growing AI Care platform globally.The U.S. Strategy: Sword will transition Kaia’s millions of U.S. members onto its own AI platform, consolidating partnerships and eliminating a key competitor.The European Key: The acquisition unlocks the German market, where Kaia’s solution is already reimbursed by the national health system, instantly giving Sword access to 70
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Why NYU Langone Is Outsourcing the “Front Door” of Dementia Care
What You Should Know
The News: Isaac Health, a virtual brain health platform, has partnered with NYU Langone Health, one of the nation's top neurology programs, to create a new care pathway for dementia patients in New York.The Problem: New York has one of the highest projected prevalences of Alzheimer's in the U.S., creating massive demand that traditional brick-and-mortar clinics cannot meet, often resulting in months-long wait times for a diagnosis.The Model: The partnership creates a
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Kodiak Solutions Acquires BESLER to Close the “Revenue Leakage” Gap
What You Should Know
The Deal: Kodiak Solutions has acquired BESLER & Company, integrating a 40-year veteran of revenue recovery into its modern analytics platform.The Tech Synergy: The acquisition adds BESLER’s specialized Transfer DRG software—used to detect Medicare underpayments—to Kodiak’s broader net revenue reporting suite.The Strategy: This is a "platform play." Kodiak is consolidating niche revenue cycle tools under one roof, allowing hospital CFOs to replace fragmented point
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