Epic Consolidates AI Stack Creating Insurer Risk

Epic Systems' AI roadmap increasingly depends on Microsoft Azure and OpenAI, creating compounded operational and pricing risks for health insurers, the article warns. With Epic holding over 35% of U.S. hospital market share and Microsoft reporting that half of Azure's AI inference runs on OpenAI models, insurers face potential cost spikes, governance gaps, and service fragility tied to Microsoft/OpenAI strategic shifts.