Intuitive Surgical’s third-quarter 2025 update highlighted the transformative capabilities of its da Vinci 5 system, emphasizing its advanced digital infrastructure. The da Vinci 5 boasts approximately 10,000 times the compute power of previous models, facilitating the collection and analysis of multimodal surgical data, which includes intraoperative video, kinematic data, and EMR insights. The integrated Hub is crucial for capturing this vast data stream, leading to enhanced AI and machine-learning applications for improved surgical outcomes. With new software features like Force Gauge and in-console video replay, surgeons can make informed decisions in real-time. Intuitive Surgical aims to evolve from a robotics leader to a surgical data intelligence company, optimizing efficiency and economics in the long term. Meanwhile, competitors like Boston Scientific and GE HealthCare are incorporating AI to enhance device performance and procedural accuracy, emphasizing the pivotal role of AI in modern healthcare solutions. Intuitive Surgical’s stock has seen a 3.6% increase, reflecting strong market interest.
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