US Medical Supplies and Devices: Off the Beaten Path

Research evidence excerpt

US Medical Supplies and Devices: Off the Beaten Path

Global Research

29 July 2026ab

US Medical Supplies and Devices Equities

AmericasOff the Beaten Path

Healthcare

Patrick Wood

In this note we flag a handful of news / data drops that we think may have been missed Analyst

or simply piqued our interest. patrick.wood@ubs.com

+1-212-713 3018

[MDT / ISRG / JNJ] Medtronic's AI-Surgical Platform at SRS was largely Priya Sachdeva

overlooked: At the Society of Robotic Surgery meeting (SRS), Medtronic gave an early Analyst

look at Touch Surgery Aide, a real-time surgical computing platform built on NVIDIA's priya.sachdeva@ubs.com

Holoscan, CUDA and TensorRT stack that can run multiple computer-vision and +1-212-713 4193

multimodal-AI applications simultaneously during a live procedure. The platform builds Jayna Francis

on the Touch Surgery ecosystem MDT has been assembling since its 2020 Digital Surgery Associate Analyst

acquisition, and notably arrives with a first cleared application, Instrument Exit Point, jayna.francis@ubs.com

which flags when instruments leave the visible field on Hugo, with plans to extend the +1-212-713 4939

platform into conventional lap. We think the significance here is less about any single Daniella Paretti

app and more about where the competitive battleground in soft-tissue robotics is Associate Analyst

moving, with differentiation shifting to the embedded compute-and-AI layer that sits on daniella.paretti@ubs.com

+1-212-713 1398top of the hardware. We think it's worth remembering ISRG's focus on compute power

with Dv5, and what JNJ is pursuing with Polyphonic. For MDT, a cleared AI app running Olwyn Bartis

on NVIDIA infrastructure inside the OR shows us a more holistic focus on the market Associate Analyst