Infosys shares rise 5% on collaboration with Anthropic. Here’s what Salil Parekh, Nandan Nilekani said

Shares of information technology (IT) major Infosys rallied as much as 5% to their day’s high of Rs 1,431 on the BSE on Tuesday after it announced a strategic collaboration with Anthropic, an AI safety and research company. The partnership aims to develop and deliver advanced enterprise AI solutions to companies across telecommunications, financial services, manufacturing, and software development.

The collaboration will initially focus on the telecommunications sector, where a dedicated Anthropic Center of Excellence will be set up to develop and deploy AI agents tailored to industry-specific use cases. Over time, the partnership will expand to other sectors, including financial services, manufacturing and software development.

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At the core of the alliance is the integration of Anthropic’s Claude models, including Claude Code, with Infosys Topaz AI offerings. The combined capabilities aim to help enterprises automate complex workflows, speed up software development cycles and adopt AI solutions with the governance, oversight and transparency required by regulated industries.

“Together, Infosys and Anthropic aim to help clients reimagine the enterprise operating model by combining deep industry expertise, frontier AI, and engineering scale into one unified approach,” Infosys said in a statement on February 17.

A core focus will be agentic AI – systems that go beyond answering questions to independently handling multi-step tasks like processing claims, generating and testing code, or managing compliance reviews. Using tools like the Claude Agent SDK, Infosys and Anthropic will help clients build AI agents that can work persistently across long, complex processes rather than one-off interactions, it said. The collaboration will also help organizations modernize legacy systems, combining Infosys Topaz and Claude to accelerate migration and reduce the cost of updating ageing infrastructure.

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Salil Parekh, Chief Executive Officer, Infosys, said, “Our collaboration with Anthropic marks a strategic leap toward advancing enterprise AI, enabling organisations to unlock value and become more intelligent, resilient, and responsible. From modernising financial services with intelligent risk management and compliance, to enabling engineering businesses to lead with AI-driven design and manufacturing, the goal is to leverage the joint expertise of Infosys and Anthropic to accelerate AI value realisation for global enterprises.”

The gains also came after 'Infosys Investor AI Day 2026'. Nandan Nilekani, Chairman of the Board said, technology today is advancing far ahead of its actual deployment, particularly in the case of AI. Nearly 50% of firms now have dedicated AI budgets as of 2025, underscoring strong intent, but large-scale implementation remains uneven. AI adoption requires a fundamental clean-up across the industry, including data standardisation, process redesign and governance upgrades.
The modernisation of legacy systems can no longer be deferred, as the speed of AI innovation is being powered by infrastructure built in the previous technology era. Notably, the AI transition has been significantly faster than earlier technology shifts, widening the gap between capability and execution. Bridging this AI deployment gap will be critical, with greenfield AI development generally proving easier and more efficient than integrating AI into complex brownfield environments, he added.

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