There are healthcare startups around fraud detection, reducing no-shows, telemedicine, drug discovery, and patient triage.
Just radiology alone is prime for ML due to existing digital infrastructure and clinical use cases.
The trend in FDA cleared AI products is pretty clear over the past decade. https://models.acrdsi.org/
Since automation saves money and Watson is just automation it has no value for US healthcare participants.
If they came up with completely new thing that could be priced additionally, it would have been a different talk.