The surgical robotics market is undergoing its most significant structural shift in over two decades. New FDA clearances for Medtronic, CMR Surgical, and Johnson & Johnson are challenging Intuitive Surgical's long-standing dominance. A Medicare reimbursement change effective January 2026 is accelerating the move of procedures into ambulatory surgery centers. The result: a market that looks fundamentally different from 2024 — and a new competitive battleground forming outside