Bangalore, India – – Infosys, a global leader in digital services and consulting, announced a strategic collaboration with Anthropic, an AI safety and research company, to develop and deliver advanced enterprise AI solutions. The initial focus will be on telecommunications, with plans to expand into financial services, manufacturing, and software development.
The partnership, revealed today, centers on integrating Anthropic’s Claude models – including Claude Code – with Infosys Topaz AI offerings. The stated goal is to automate complex workflows, accelerate software delivery, and build what the companies term “agentic AI” solutions. This type of AI goes beyond simple question-answering to independently handle multi-step tasks, such as processing claims, generating and testing code, and managing compliance reviews.
The collaboration launches with a dedicated Anthropic Center of Excellence focused on the telecommunications industry. Infosys and Anthropic aim to tailor AI agents to the specific operational needs of this sector, before broadening the scope to other regulated industries.
According to Sumit Pokharna of Kotak Securities, the partnership represents “a step in the right direction” and “the need of the hour.” He emphasized that companies in heavily regulated sectors like telecommunications, banking, and insurance require a higher degree of governance, transparency, compliance, reliability, and security when deploying AI. “Industries like telecommunications, banking, insurance, manufacturing, and software development cannot experiment freely with AI,” Pokharna explained.
While large IT firms like Infosys are well-positioned to capitalize on AI collaborations due to their scale, Pokharna cautioned against overlooking midcap companies with specialized expertise. Firms like Coforge and Hexaware Technologies, he noted, possess “unique skills, strong focus, and deep customer relationships” that will allow them to benefit from the growing demand for AI solutions.
However, the anticipated revenue impact of AI is not universally positive, according to analysis from Kotak Securities. Pokharna indicated that his firm expects a 2% to 3% reduction in IT sector growth over the next three years due to the influence of generative AI. He added that could be a particularly challenging year for IT stocks, potentially marking the peak of investor pessimism surrounding the impact of AI.
Despite the potential for short-term headwinds, Pokharna believes the market is currently overestimating the disruptive potential of AI. “Markets are currently discounting too much disruption. AI improvements are meaningful but incremental,” he stated. He suggested that current stock valuations already reflect a degree of long-term growth deceleration, potentially creating opportunities for investors who can identify undervalued companies.
Pokharna also warned that the narrative surrounding AI’s potential to reduce working hours and billing rates has contributed to a decline in IT sector stock prices. While acknowledging the possibility of further valuation compression, he characterized the current pessimism as an overreaction, given the limited evidence available to support such concerns. He suggested that periods of heightened negative expectations often present opportunities for astute investors.
The Infosys-Anthropic collaboration is indicative of a broader trend toward AI-driven alliances within the Indian IT sector. Industry observers suggest that investors should prioritize fundamental analysis and sector specialization over short-term market fluctuations. The partnership highlights the growing recognition that AI is not merely a technological advancement, but a strategic imperative for companies seeking to maintain competitiveness in a rapidly evolving landscape.
The collaboration reflects a shared commitment to ensuring AI delivers transformational value, not just efficiency gains, according to a joint statement released by Infosys, and Anthropic. The companies aim to help clients reimagine their operating models by combining industry expertise, cutting-edge AI technology, and engineering capabilities.
