Infosys gains 2% as AI push, Anthropic partnership lift sentiment

Shares of Infosys Limited snapped a four-day losing streak on Tuesday, ending about 2% higher, as investor sentiment improved following the company’s collaboration with Anthropic that was announced earlier in the day.

Anthropic collaboration targets regulated sectors

The IT major announced a collaboration with Anthropic to develop advanced AI solutions for complex and regulated industries, starting with telecommunications and expanding to financial services, manufacturing and software development. The partnership integrates Anthropic’s Claude models, including Claude Code, with Infosys’ Topaz AI offerings to automate workflows, accelerate software delivery and deploy agentic AI systems tailored to industry needs.

Infosys said the tie-up will also focus on building AI agents capable of handling multi-step enterprise processes such as compliance reviews, claims processing and legacy system modernisation, areas where large organisations often face operational complexity and regulatory scrutiny. The company is already using Claude Code internally, deploying capabilities that could translate into client engagements.

Firm unveils AI-first services framework

Separately, the Bengaluru-headquartered firm announced an AI First Value Framework today aimed at helping enterprises unlock AI at scale and capture a projected $300-400 billion incremental AI services opportunity by 2030, citing industry estimates. The framework spans six value pools, including AI strategy and engineering, data readiness, process transformation, agent-led legacy modernisation, physical AI and AI trust and governance.

Infosys said it is collaborating with 90% of its top 200 clients on AI initiatives and currently has more than 4,600 AI projects underway, alongside over 30 new AI-linked service offerings. The company plans to use its Topaz platform and agentic services suite to both capture new AI-led demand and expand its share in existing client accounts.

Nilekani sees shift from coding to AI orchestration

At the company’s Investor Day, co-founder and chairman Nandan Nilekani underlined the structural nature of the shift underway, saying artificial intelligence is “rewriting the grammar” of software development and will change the role of technology professionals.

“Writing code will not be the goal; it will be making AI work, orchestration and those kinds of things,” Nilekani said, adding that enterprises must rethink operating models, customer journeys and talent strategies as AI adoption accelerates faster than earlier technology waves such as the internet and smartphones.

The shares of Infosys Ltd ended 1.88% higher at ₹1,391.30 apiece on the national stock exchange on Tuesday. The company's stock has dipped nearly 25% in the past year, underperforming the Nifty 50 index that has risen over 12% during the same period.