Hca Healthcare
What Hca Healthcare is up to now
No new HCA-specific development since the 08-04 crawl. Standing read holds unchanged: six AI initiatives live at 130+ hospitals (Timpani staffing/scheduling with Palantir, Google-built Nurse Handoff, ambient documentation, GE HealthCare maternal-fetal integration), labor friction earlier-stage than Kaiser's (one NUHW protest, 04-18, no complaint or strike), the securities-fraud probe confirmed unrelated to AI, and "AI" still absent from HCA's own Q2 2026 10-Q.
as of 2026-08-16
Sphere us
Pocket
Health
The provider archetype — 186 hospitals; free to allocate capital, rate-constrained on revenue.
The axes
- Commanded capital
- ~$75.6B/yr revenue
- Thrust
- ~$1.9B/yr — capex $4.9B − dep $3.5B + M&A $0.46B (clean split)
- Optionality
- free capital allocation (buybacks) / rate-constrained revenue
- Gravity
- GROSS — 186 hospitals + ~2,000 sites across 21 states + UK (provider archetype)
axes as of 2026-07-25 · gravity shown gross (undeflated)
Projects & threads
No live threads tagged to this actor this week.
Vocabulary