> AI and ML solutions" sounds like a lot more than just data storage.

Everyone in the space, from providers (well, the ones big enough to) to insurers (essentially all of which are big enough to), is looking at AI and ML solutions for clinical, fraud detection, or other purposes, whether in house, or via Business Associates, or (probably most commonly for large orgs) a combination, and much of that involves BAs with cloud firms that also provide AI/ML solutions like Amazon, Google, and Microsoft. From everything I've seen, Amazon and Microsoft are getting a lot more of that business than Google, because of their established relationships and stronger enterprise sales.