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India’s IT industry is feeling the AI heat — and Infosys just picked a side.
The IT giant has announced a partnership with Anthropic to build enterprise-grade AI agents, integrating Anthropic’s Claude models into Infosys’ Topaz AI platform.
The goal: move from AI assistants to AI systems that can autonomously handle complex enterprise workflows across banking, telecoms, manufacturing, and other regulated industries.
Under the deal, Infosys will:
Use Anthropic’s Claude models to power agentic AI systems
Deploy AI agents that can plan, reason, and execute multi-step tasks
Apply them to real enterprise workflows — not just demos
Infosys is also using Claude Code internally to write, test, and debug software, building hands-on expertise it plans to roll out to clients.
This partnership lands at a sensitive moment.
AI-driven automation has rattled India’s $280B IT services industry, which has long relied on large human workforces and outsourcing models. Earlier this month, IT stocks slid sharply after Anthropic launched enterprise AI tools claiming to automate work across legal, sales, marketing, and research roles.
In other words:
AI isn’t coming for IT services — it’s already here.
By partnering instead of resisting, Infosys is signaling it wants to own the disruption, not be crushed by it.
Infosys says AI services generated:
₹25 billion (~$275M) last quarter
About 5.5% of total revenue
Rival Tata Consultancy Services has reported roughly $1.8B annually from AI services — around 6% of revenue.
AI is no longer experimental. It’s a line item.
For Anthropic, the partnership opens doors.
Deploying AI in regulated industries is hard — governance, compliance, and domain expertise matter as much as model quality. Infosys brings decades of experience operating inside banks, telecoms, and industrial systems.
As Anthropic CEO Dario Amodei put it, there’s a massive gap between an AI demo and an AI system that works in the real world. Infosys helps bridge that gap.
This deal reflects a broader transformation:
IT services firms are becoming AI integrators, not just labor providers
AI labs are moving deeper into enterprise and regulated sectors
“Agentic AI” is becoming the new battleground
The fear isn’t that AI will kill India’s IT industry.
The real danger is not moving fast enough.
Infosys just made it clear: in the agentic AI era, survival means partnership — not denial.