Healthcare AI Guy Weekly | 11/4

Subscribe | Advertise | AI Startup Database | Feature AI Jobs

Our Picks ✨

Highlights if you’ve only got 2 minutes…

1/

Nvidia expanding into healthcare

As Nvidia became the first company to hit $5 trillion in value, it’s doubling down on healthcare, teaming up with some of the world’s biggest life sciences and healthtech players to power the next wave of AI-driven medicine. At its Global Technology Conference in Washington, CEO Jensen Huang shared his vision for how Nvidia’s computing platforms will reshape everything from drug discovery and diagnostics to surgery and hospital operations. These partnerships highlight how Nvidia is positioning itself as the compute backbone of healthcare AI:

• Eli Lilly: Building an “AI factory” supercomputer powered by 1,000+ Nvidia B300 GPUs to accelerate drug discovery and optimize manufacturing. (link)

• Johnson & Johnson: Using Nvidia’s digital twin technology to train surgical robots capable of ultra-precise, minimally invasive procedures. (link)

• Verily: Integrating Nvidia’s full AI stack to speed genomic research and develop multimodal health models for NIH’s All of Us program. (link)

• Innovaccer: Leveraging Nvidia GPUs for audio, text, and clinical reasoning AI to automate workflows and build intelligent healthcare agents. (link)

• Diligent Robotics: Powering Moxi 2.0 hospital robots with 10x the compute to safely navigate complex environments and assist care teams. (link)

2/

ChatGPT updates on health

After a wave of viral posts claiming ChatGPT would stop answering medical and legal questions, OpenAI has clarified what’s really happening. The updated usage policy is about liability protection, not a product change. ChatGPT still works for health or legal queries but isn’t meant to replace licensed professionals.

OpenAI said “this is not a new change to our terms,” and model behavior remains the same. ChatGPT has never been a substitute for professional advice, but it remains a helpful tool for understanding care or navigating legal information.

The policy now states: “You cannot use our services for the provision of tailored advice that requires a license, such as legal or medical advice, without appropriate involvement by a licensed professional.” The rule targets companies offering unlicensed services, not individual users asking questions. (link)(linkedin)

3/

Healthcare AI trends

CB Insights’ Q3 2025 State of Digital Health Report shows that while funding is slowing, AI remains the bright spot. Global digital health investment dropped 14% from the previous quarter to $4.5 billion, hitting the lowest deal activity in five years. But behind the pullback, AI companies are thriving. All four new unicorns this quarter — Ambience, Enveda, Thyme Care, and UltraGreen — are built around AI, covering everything from drug discovery and cancer care navigation to clinical documentation and surgical guidance.

Three of the five biggest M&A deals also involved AI firms with valuable datasets (Waystar acquiring Iodine Software, Tempus buying Paige, and Doximity acquiring Pathway), proving that acquirers see machine learning as core healthcare infrastructure. Even with fewer deals, investors are writing larger checks for proven AI-driven models, showing that the technology is now central to healthcare innovation and growth. We don’t see this trend slowing down anytime soon. (link)(linkedin)

Tools & Partnerships 🔧

Latest on business, consumer, and clinical healthcare AI tools and partnerships…

TOOLS

• WebMD Ignite launches Pulse AI for health systems: Ignite Pulse uses de-identified clinical and claims data to build predictive audience segments, boosting campaign efficiency by 15% and relevance by 25%. (link)

• EU publishes study on healthcare AI deployment: A new EU report details adoption trends, challenges, and best practices for AI implementation in European health systems, underscoring governance and interoperability gaps. (link)

• Study finds medical AI agents often “think wrong” together: MedAgentAudit analyzed 3,600 cases and found multi-LLM systems frequently reach correct diagnoses through flawed reasoning, dropping evidence, ignoring minority input, and favoring safe answers. (link)

• Microsoft’s Dragon Copilot tops 17M patient encounters: Microsoft’s ambient AI scribe documented over 17M visits last quarter (~5x more than a year ago) and is now deployed across 650+ healthcare organizations. (link)

• Google debuts Gemini-powered AI health coach: Google launched a public preview of its personalized health coach for Fitbit and Pixel Watch users, helping track goals, analyze sleep, and answer health questions through Gemini AI. (link)

• AI model predicts promising drug compounds from gene data: Researchers built DrugReflector, an AI trained on how ~9,600 compounds alter gene expression across 50+ cell types. It identified useful molecules 17× faster than random screening and doubled its hit rate after early feedback. (link)

• OpenAI updates GPT-5 for mental health safety: OpenAI improved GPT-5’s ability to recognize and respond to mental health crises after consulting 170 clinicians, boosting protocol compliance to 91% and addressing long-chat safeguard drift. (link)

• TytoCare launches Smart Clinic Companion: TytoCare unveiled its AI-powered Smart Clinic Companion to guide remote clinical exams and triage decisions using data from 7M multimodal primary care records. (link)

• Laudio launches AI insights for workforce coaching: Laudio introduced Performance Insights, turning frontline staff data into real-time coaching and mentorship, its first release since being acquired by Ascend Learning. (link)

PARTNERSHIPS

• Suki + WellSky: Suki partnered with WellSky to power AI ambient listening that generates clinical notes within WellSky’s EHR for behavioral health, long-term acute care, and rehab facilities. (link)

• Guardant Health + Zephyr AI: Guardant Health and Zephyr AI are collaborating to combine AI and real-world data to accelerate cancer research and drug development. (link)

• AMD + U.S. Department of Energy: AMD and the DOE announced a $1B partnership to build two supercomputers supporting research in energy, medicine, and national security. (link)

• athenahealth + Datavant: athenahealth and Datavant partnered to automate medical record requests for providers, improving data exchange and admin efficiency. (link)

• Memorial Sloan Kettering + ALIGNMT AI: MSK is using ALIGNMT’s AI governance platform to operationalize responsible oncology AI practices. The system monitors and flags compliance risks amid evolving regulations. (link)

• LatchBio + Anthropic: LatchBio partnered with Anthropic and major biotech vendors to launch AI agents that turn spatial biology data into publication-ready figures using natural language. (link)

• R1 RCM + Sierra: R1 RCM partnered with Sierra to automate revenue cycle conversations through AI-powered voice and chat agents. (link)

Deal Desk 💰️ 

Spotlight on latest capital raises, M&A, and investments…

FUNDING

• Hippocratic AI, an AI agent provider, raised a $126M Series C led by Avenir Growth. (link)

• Curve Biosciences, a San Mateo, Calif.-based developer of an AI-powered platform designed to detect and monitor chronic disease, raised $40M in funding. Luma Group led the round. (link)

• Valthos, a San Francisco-based developer of AI-powered systems designed for identifying biological threats, raised $30M in seed funding from OpenAI Startup Fund, Lux Capital, and Founders Fund. (link)

• Archy, a San Jose, Calif.-based AI-powered platform designed to automate processes for dental practices, raised $20M in Series B funding. TCV led the round and was joined by Bessemer and others. (link)

• Arya Health, a Princeton, N.J.-based developer of post-acute-care agents, raised $18.2M in Series A funding. ACME Capital led, joined by Ridge Ventures and Twelve Below. (link)

• Popai Health, an AI medical scribe, raised $11M from Team8 and NEA. (link)

• Bevel, a New York–based AI health companion app, raised a $10M Series A from General Catalyst. (link)

• HoneyHive, evals and observability to AI agents, raised $7.4M in Seed and Pre-Seed funding led by Insight Partners. (link)

• CustoMED, a Ramat Gan, Israel-based platform using AI and 3D printing to generate surgical tools and implants, raised $6M in seed funding from Longevity Venture Partners, Varana Capital, Flag Capital, and others. (link)

• Human Health, a Sydney, Australia-based precision health platform, raised $5.5M in funding from LocalGlobe, Airtree, Skip Capital, Aliavia, Scale Investors, and angel investors. (link)

• Cylerity, a Madison, Wis.-based AI-powered platform designed to accelerate health care reimbursements, raised $4M in seed funding. HealthX Ventures led the round and was joined by others. (link)

• Corvus, an AI platform looking to automate referral workflows, was launched by Mayo Clinic and Redesign. (link)

GRANTS

• OpenAI announced a $25B foundation focused on health: The OpenAI Foundation, which holds a stake in the $130B for-profit chunk, will fund AI-driven breakthroughs in diagnostics, treatments and cures, starting with open health datasets and grants for scientists. (link)

Other Relevant News 🔍

News, podcasts, blogs, tweets, resources, etc…

• Patient experience now top priority for health execs (link)

• Palantir sues ex-employees at Precepta over alleged trade secret theft (link)

• Teladoc revenue dips 2% as it doubles down on AI (link)

• Clinical AI—the case for a new physician role (link)

Visuals of the Week 📸

Funny memes, cool pics, and interesting data from around the web…