Oracle announces new AI-powered electronic health record
Larry Ellison, co-founder and executive chairman of Oracle Corp., speaks during the Oracle OpenWorld conference in San Francisco on Oct. 22, 2018.
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Oracle unveiled a brand-new electronic health record on Tuesday, its most significant health-care product update since acquiring the medical records giant Cerner for $28 billion in 2022.
An electronic health record, or an EHR, is a digital version of a patient’s medical history that’s updated by doctors and nurses over time. EHR software can be complex and cumbersome for clinicians to use, but it’s become an integral component of the modern U.S. health-care system.
Oracle’s latest EHR is equipped with cloud and artificial intelligence capabilities that will make it easier to navigate and set up, the company said. There are no menus or drop-down screens, and doctors can pull up the information they need by asking questions with their voices. Ideally, this will allow doctors to spend less time searching through records and more time caring for patients, Oracle said.
“It’s not just a scribe. It’s not an assistant. It’s almost like having your own resident,” Seema Verma, executive vice president and general manager of Oracle Health and Life Sciences, told CNBC in an interview.
Oracle’s new offering could help boost its position within the fiercely competitive EHR market, where it has struggled to maintain its footing in recent years. In 2023, Oracle saw its largest net hospital loss on record while market leader Epic Systems, Oracle’s top rival, was the only company that saw a net increase in acute care market share, according to a report from KLAS Research.
Cerner contributed $5.9 billion to Oracle’s total revenue in fiscal 2023. Epic generated $4.9 billion in revenue last year.
Oracle co-founder and Chairman Larry Ellison delivers a keynote address during the Oracle OpenWorld on October 22, 2018 in San Francisco, California.
Justin Sullivan | Getty Images
The new EHR has been in the works since Oracle acquired Cerner, but it was not built on top of Cerner’s existing infrastructure, Verma said. That means current Cerner customers will have to decide whether to migrate to the separate system.
“Just think about crumbling infrastructure in a house, you’re not going to put new things on top of it,” she said. “That was the conclusion that we came to when we looked at the Cerner technology, so what we’re introducing to the market is something that’s brand new.”
Suhas Uliyar, Oracle’s senior vice president for product management in clinical and health-care AI, walked CNBC through a virtual demo of the new EHR. He showcased what it might look like for a doctor to get up to speed, respond to messages and fill prescriptions ahead of a day packed full of patient visits.
The EHR is browser based, and physicians will see a search bar and a chronological list of their appointments when they open it. The interface is very simple. A doctor can click on the microphone in the search bar and ask questions like, “How many openings do I have for today?” or “How many new patients do I have on schedule for today?” The doctor will then get an AI-generated answer within seconds.
If a doctor clicks on a patient, they’ll open their chart, where they can find AI summaries as well as more detailed explanations of their medical history. The physician can see what’s changed since the patient’s last visit, whether they’re taking any new medication and other details like lab results, clinical documentation, past treatments, risk factors, messages, allergies and vitals.
Additionally, the doctor can click the microphone and ask patient-specific questions like “Has she ever complained about panic attacks or shortness of breath?,” “Has he had a CT screening for lung cancer, and are his vaccinations up to date?” or “Which antibiotics have you treated her urinary tract infection with?”
“It’s going through the entire history, all the records, and it gives me a very specific answer,” Uliyar said. “I didn’t have to go scroll through 15 different documents and find that.”
The voice-activated questions can build on one another, and the EHR’s AI will start to learn the doctor’s habits, like the types of medications they prescribe and refill often. Even when Uliyar stumbled over his words or didn’t phrase a question exactly right, the system still pulled up the information he was looking for.
If a doctor wants to go into more detail or double-check an AI-generated answer within the new EHR, they can always click on the citation and look through the original record that’s referenced, Uliyar said. And answers that include content like medication dosage information or other evidence-based recommendations will link to validated databases, he added.
Traders work on the floor of the New York Stock Exchange (NYSE) on July 12, 2023 in New York City.
Spencer Platt | Getty Images
While Oracle has been developing its new EHR, the company has also been rolling out features to existing Cerner customers to try and improve their experience with the product. Uliyar said many of these features, including Oracle Health Clinical AI Agent (formerly called Oracle Clinical Digital Assistant), are already embedded within the new EHR.
Oracle announced the general availability of Clinical AI Agent in June, and it aims to automate much of the documentation that doctors are responsible for.
Physicians can access the Clinical AI Agent through an app on their phone, and they hit a button to record their visits with patients. Once they stop recording, Oracle’s AI automatically generates a clinical note based on the appointment, so the doctors no longer need to write it themselves.
Around 70 customers are already using the Clinical AI Agent, Uliyar said. The company is currently building a similar tool for nurses.
Since the Clinical AI Agent is already embedded within the new EHR, customers will not have to worry about integrating it. The tool will also remain available as a stand-alone product that’s EHR agnostic, Uliyar said.
The early adopter program for Oracle’s new EHR begins next year, and Oracle said it will work with customers to determine the customizations they need. The company has been moving its health-care customers to the cloud, so that should make the EHR implementation process much easier, Verma said.
“We see it as very disruptive to the market,” she said. “Our EHR is going to solve a lot of long-standing problems that we’ve had in health care.”
Chief executive officer of Google Sundar Pichai.
Marek Antoni Iwanczuk | Sopa Images | Lightrocket | Getty Images
Google on Friday made the latest a splash in the AI talent wars, announcing an agreement to bring in Varun Mohan, co-founder and CEO of artificial intelligence coding startup Windsurf.
As part of the deal, Google will also hire other senior Windsurf research and development employees. Google is not investing in Windsurf, but the search giant will take a nonexclusive license to certain Windsurf technology, according to a person familiar with the matter. Windsurf remains free to license its technology to others.
“We’re excited to welcome some top AI coding talent from Windsurf’s team to Google DeepMind to advance our work in agentic coding,” a Google spokesperson wrote in an email. “We’re excited to continue bringing the benefits of Gemini to software developers everywhere.”
The deal between Google and Windsurf comes after the AI coding startup had been in talks with OpenAI for a $3 billion acquisition deal, CNBC reported in April. OpenAI did not immediately respond to a request for comment.
The move ratchets up the talent war in AI particularly among prominent companies. Meta has made lucrative job offers to several employees at OpenAI in recent weeks. Most notably, the Facebook parent added Scale AI founder Alexandr Wang to lead its AI strategy as part of a $14.3 billion investment into his startup.
Douglas Chen, another Windsurf co-founder, will be among those joining Google in the deal, Jeff Wang, the startup’s new interim CEO and its head of business for the past two years, wrote in a post on X.
“Most of Windsurf’s world-class team will continue to build the Windsurf product with the goal of maximizing its impact in the enterprise,” Wang wrote.
Windsurf has become more popular this year as an option for so-called vibe coding, which is the process of using new age AI tools to write code. Developers and non-developers have embraced the concept, leading to more revenue for Windsurf and competitors, such as Cursor, which OpenAI also looked at buying. All the interest has led investors to assign higher valuations to the startups.
This isn’t the first time Google has hired select people out of a startup. It did the same with Character.AI last summer. Amazon and Microsoft have also absorbed AI talent in this fashion, with the Adept and Inflection deals, respectively.
Microsoft is pushing an agent mode in its Visual Studio Code editor for vibe coding. In April, Microsoft CEO Satya Nadella said AI is composing as much of 30% of his company’s code.
The Verge reported the Google-Windsurf deal earlier on Friday.
Technology
Nvidia’s Jensen Huang sells more than $36 million in stock, catches Warren Buffett in net worth
Jensen Huang, CEO of Nvidia, holds a motherboard as he speaks during the Viva Technology conference dedicated to innovation and startups at Porte de Versailles exhibition center in Paris, France, on June 11, 2025.
Gonzalo Fuentes | Reuters
Nvidia CEO Jensen Huang unloaded roughly $36.4 million worth of stock in the leading artificial intelligence chipmaker, according to a U.S. Securities and Exchange Commission filing.
The sale, which totals 225,000 shares, comes as part of Huang’s previously adopted plan in March to unload up to 6 million shares of Nvidia through the end of the year. He sold his first batch of stock from the agreement in June, equaling about $15 million.
Last year, the tech executive sold about $700 million worth of shares as part of a prearranged plan. Nvidia stock climbed about 1% Friday.
Huang’s net worth has skyrocketed as investors bet on Nvidia’s AI dominance and graphics processing units powering large language models.
The 62-year-old’s wealth has grown by more than a quarter, or about $29 billion, since the start of 2025 alone, based on Bloomberg’s Billionaires Index. His net worth last stood at $143 billion in the index, putting him neck-and-neck with Berkshire Hathaway‘s Warren Buffett at $144 billion.
Shortly after the market opened Friday, Fortune‘s analysis of net worth had Huang ahead of Buffett, with the Nvidia CEO at $143.7 billion and the Oracle of Omaha at $142.1 billion.
The company has also achieved its own notable milestones this year, as it prospers off the AI boom.
On Wednesday, the Santa Clara, California-based chipmaker became the first company to top a $4 trillion market capitalization, beating out both Microsoft and Apple. The chipmaker closed above that milestone Thursday as CNBC reported that the technology titan met with President Donald Trump.
Brooke Seawell, venture partner at New Enterprise Associates, sold about $24 million worth of Nvidia shares, according to an SEC filing. Seawell has been on the company’s board since 1997, according to the company.
Huang still holds more than 858 million shares of Nvidia, both directly and indirectly, in different partnerships and trusts.
WATCH: Nvidia hits $4 trillion in market cap milestone despite curbs on chip exports
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