From my experiences (currently work with several Fortune 100 health insurers/benefits managers, and have previously worked for another large insurer, a major academic medical center, and a large pharma company), healthcare organizations tend to be rather cloud adverse (most of our contracts very explicitly forbid us from using any form of 3rd party cloud computing). So while I agree that much of the heavy lifting will shift to the cloud (or already has), I expect health analytics will continue to favor on-premises solutions (GPU’s still tend to be pretty rare compared to CPU based clusters but are slowly becoming more common).