HIT Consultant January 16, 2026
What You Should Know
– A new McKinsey & Company report reveals that Health Services Technology (HST) has become the fastest-growing segment in U.S. healthcare, with EBITDA projected to exceed $110B by 2029.
– As traditional payers and providers face a “prolonged strain” on margins, they are decisively shifting investment toward AI-enabled automation and outsourcing to solve structural labor shortages and administrative complexity.
Uneven Recovery Period in Healthcare
The U.S. healthcare industry is entering a period of “uneven recovery,” where the traditional powerhouses—hospitals and insurers—are seeing their share of the profit pool shrink relative to the technology companies that serve them. According to McKinsey’s 2026 Healthcare Profit Pools report, industry EBITDA as a share of National Health Expenditure fell from...







