Health care’s AI dividend is real. The fight now is over who reaps the gains

In today’s CEO Daily: Health care leaders debate how AI is reshaping the industry.

The big leadership story: New BP CEO Meg O’Neill makes a hard pivot.

The markets: Down globally as the U.S. fires retaliatory strikes against Iran.

Plus: All the news and watercooler chat from Fortune.

Good morning. Health care CEOs walked into 2026 carrying the same impossible mandate they’ve had for years: do more with less, improve outcomes, and somehow fix a system that the country can no longer afford. The difference now is that AI is actually starting to deliver—clinicians seeing on average eight more patients a week, hundreds of hours of administrative burden lifting, patient satisfaction rising. And the Future Health Index 2026, an annual global survey of more than 2,000 health care professionals and 20,000 patients commissioned by Philips, does show that AI is helping clinicians deliver better care with less stress. More than half of the patients who regularly use AI reported being positive about its impact, too. That’s a significant gain in trust and optimism from a year ago. “We’re talking about true adoption and what we call the AI dividend now because we’re actually starting to see the return,” said Jeff DiLullo, chief region leader for Philips North America.

But a dinner earlier this week—that Fortune and Philips cohosted in New York with leaders of the country’s........

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