As the tailwinds from Meaningful Use incentives slow down, EHR vendors are reassessing their options. Close on the heels of McKesson’s decision last quarter to sell their EHR business to Allscripts, GE Healthcare is considering divesting its GE Centricity platform, part of a broader restructuring initiated by new CEO John Flannery that will impact $20 Bn of GE’s assets. We also saw last week that Athena Health was trimming its workforce, another sign of pressures on EHR vendors.

The leading EHR players i.e. Cerner and Epic, are doubling down on their efforts to become more comprehensive custodians of patient data, evidenced by Epic CEO Judy Faulkner’s declaration that they are now a CHR (comprehensive health records) company.

What’s driving the shift and what does it mean for the competitive landscape of digital health solution providers? I explore these questions in my latest blog in CIO online.

In another move that could restructure the healthcare industry significantly, CVS launched a $66 Bn bid for Aetna, indicating that the appetite for big M & A in healthcare is alive. Aetna, as everyone may recall was part of a high-profile M & A bid with Humana last year that was eventually denied by regulators.

Major cloud providers have posted stunning growth this past quarter, reaching nearly $150 Bn in market cap, more than that of 90% of the S & P 500. Somewhat correlated is that earnings from India-heritage tech firms remain soft, and the hand-wringing about the impact of automation on jobs in the Indian IT services sector continues.

Sign up for our newsletter The Healthcare Leader.