Shares of Infosys Ltd. were trading 4% higher on Tuesday, February 17, after the company announced a strategic collaboration with Anthropic to develop and deliver advanced enterprise AI solutions across telecommunications, financial services, manufacturing and software development.In response, the Nifty IT index rose 3% to 33,612.30 today. HCL Technologies, Wipro and Persistent Systems shares gained nearly 3% each.
Mphasis rose 2%, while Tata Consultancy Services (TCS), Tech Mahindra, Coforge and LTI Mindtree shares rose around 2% each.
The partnership will initially focus on the telecom sector, where the companies plan to set up a dedicated Anthropic Center of Excellence to design and deploy AI agents tailored to industry-specific needs.Over time, the collaboration is expected to expand to other verticals, including financial services, manufacturing and software.At the heart of the alliance is the integration of Anthropic’s Claude models, including Claude Code, with Infosys Topaz AI offerings.The combined stack aims to help enterprises automate complex workflows, speed up software development and adopt AI within strong governance and compliance frameworks, particularly in regulated industries.A key thrust will be on agentic AI, or systems capable of independently executing multi-step tasks such as claims processing, code generation and testing, and compliance management.Leveraging tools like the Claude Agent SDK, the two companies intend to build AI agents that can operate across long, intricate processes rather than handling one-off prompts.
The collaboration will also support enterprises in modernising legacy systems by combining Infosys Topaz with Claude to accelerate migration and lower the cost of upgrading older infrastructure.Salil Parekh, CEO of Infosys, said the partnership represents a strategic step in advancing enterprise AI, enabling businesses to become more intelligent, resilient and responsible.He added that the joint expertise would help clients unlock value across sectors, from intelligent risk management in financial services to AI-led engineering and manufacturing innovation.Dario Amodei, CEO and Co-Founder of Anthropic, said bridging the gap between AI models that work in demos and those that function reliably in regulated environments requires deep domain expertise.He said that Infosys brings strong capabilities across telecom, financial services and manufacturing, and that its developers are already using Claude Code to build AI agents for precision-driven industries.Infosys Investor AI Day 2026The rally also followed the ‘Infosys Investor AI Day 2026’, where Nandan Nilekani, Chairman of Infosys, said the company is not missing the AI opportunity.”There is no opportunity gap. The opportunity is bigger than ever before. The risk is not in the opportunity, but in execution,” Nilekani said.He added that while the AI opportunity is significant, the key question remains how effectively companies execute and adapt to the new technology landscape.According to him, technology is evolving much faster than enterprise deployment. He said that organisational productivity gains differ from task-level productivity.Studies show that new-build environments can see 15-50% productivity gains from AI adoption, while legacy environments see only around 1% when fully scaled.Infosys estimates that the AI-first services opportunity could be worth $300-400 billion by 2030.The company identified six emerging AI value pools: AI engineering services, data for AI, agents for operations, AI software development and legacy modernisation, AI and physical devices, and AI trust and risk services.
