Alec Stranahan, a biotech analyst from BofA Global Research, Vivek Arya, a tech analyst focused on semiconductors, and Brad Sills, a software analyst, dive into the transformative role of AI in healthcare. They discuss how AI is addressing inefficiencies, with use cases like automated note-taking and connected care through wearables. Vivek highlights the implications for the semiconductor industry as compute demands rise, while Brad outlines how software innovation supports AI integration in healthcare workflows. Together, they paint a picture of a rapidly evolving landscape.
