What happened to pathology AI companies?

I read this when it was first published and found it very interesting. Since then, Amazon[0] and Microsoft[1] have been putting out announcements – I wonder if things are changing.

[0]: https://aws.amazon.com/blogs/industries/revolutionizing-heal...

[1]: https://x.com/satyanadella/status/2033187856370557379

edit: add links