Infosys has partnered with US artificial intelligence firm Anthropic to develop and deploy enterprise AI agents across key industries, as Indian IT companies move to counter concerns that automation could upend their traditional services model.
The alliance was announced days after investor anxiety over AI-led disruption wiped billions off the market value of Indian technology stocks. According to Reuters, the sell-off was partly triggered by the launch of a new tool by Amazon- and Alphabet-backed Anthropic, whose India revenue run-rate has doubled in the past four months.
Under the agreement, Infosys and Anthropic will jointly build and deploy AI agents, initially targeting the telecom sector before expanding into financial services, manufacturing and software development, the companies said in a statement.
Anthropic has been aggressively expanding in the enterprise AI market. Last month it introduced Claude Cowork, an AI agent designed to carry out computer-based tasks for white-collar professionals. The startup already counts Indian companies such as Air India among its partners.
“There’s a big gap between an AI model that works in a demo and one that works in a regulated industry, and if you want to close that gap, you need domain expertise,” Anthropic chief executive Dario Amodei said of the Infosys partnership, as reported by Reuters.
The announcement helped steady investor nerves. Infosys shares rose as much as 4.8%, snapping a four-session losing streak, before closing 1.9% higher. The stock ranked among the top gainers on the Nifty 50, which ended marginally higher.
The market reaction follows a bruising period for the sector. Indian IT stocks last week recorded their worst stretch in more than ten months. Collectively, companies in the segment have shed $44.46 billion in market capitalisation so far in February.
Infosys said AI-related services accounted for 5.5% of its total revenue in the December quarter. Rival Tata Consultancy Services has said AI contributes about 5.8% of its annual revenue.
Chief executive Salil Parekh said the contribution from AI services is “growing at a robust pace”. He has previously stated that Infosys is working on 4,600 AI projects and has developed more than 500 AI agents.
The company may be relatively well positioned to capitalise on rising enterprise AI demand. Centrum Broking analyst Piyush Pandey noted that Infosys has greater exposure to discretionary spending, while TCS works more extensively with public sector clients that may take longer to allocate budgets for AI adoption.
The partnership underscores a broader shift within India’s $250 billion IT services industry. As global clients experiment with generative AI and automation, firms such as Infosys are seeking to embed AI into core service offerings rather than risk being displaced by it.
How effectively Infosys translates pilot projects into scaled deployments in regulated industries will be critical. The next phase of growth will depend not only on technological capability, but on convincing enterprise clients that AI agents can operate reliably within complex compliance and operational environments.