Infosys Anthropic partnership was announced on February 18, 2026, as Infosys joined US AI firm Anthropic to build and deploy enterprise AI agents in telecom, finance, and manufacturing. The tie-up comes as Indian IT firms respond to concerns about AI automation in IT services and changing client demand.
What changed in Infosys Anthropic partnership
Infosys said the agreement will begin with AI agent deployment in the telecom sector. The companies plan to expand the work into financial services, manufacturing, and software development.
Anthropic has increased its focus on enterprise tools. Last month, it launched Claude Cowork, an AI agent designed to handle computer-based tasks for white-collar professionals. Anthropic has also partnered with Indian firms, including Air India.
Impact on AI automation in IT services
The Infosys Anthropic partnership comes after investor worries over AI disruption led to a sell-off in Indian technology stocks. Reuters reported that Anthropic’s India revenue run-rate has doubled in the past four months, adding to market attention.
Infosys shares rose as much as 4.8% after the announcement. The stock ended the session 1.9% higher and ranked among the top gainers on the Nifty 50.
Indian IT stocks have faced pressure in February. Sector companies have lost $44.46 billion in market capitalisation so far this month.
How the new system works
Anthropic CEO Dario Amodei said regulated industries require domain expertise to move from AI demos to real deployments. Infosys will contribute industry knowledge while Anthropic provides model capability.
Infosys reported that AI-related services made up 5.5% of its total revenue in the December quarter. Tata Consultancy Services has said AI contributes about 5.8% of its annual revenue.
Infosys CEO Salil Parekh has said the firm is working on 4,600 AI projects and has developed more than 500 AI agents.
The partnership reflects a shift in India’s $250 billion IT services industry as firms embed AI into core offerings while clients test automation tools.