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Medical care facilities are, for me, top beneficiaries in the AI era, as exemplified by the leading US dialysis provider DaVita (DVA) as a leader in the bullish sector. DaVita currently cares for approximately 296,300 patients worldwide in a total of 3,262 outpatient dialysis centers, with the company, according to CEO Javier Rodriguez, having prepared for the use of AI for years to automate billing and optimize staffing. In the last quarter, the "dialysis trilogy" in the US, consisting of volume, revenue per treatment, and cost per treatment,...
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