
The alliance expands Anthropic's reach into the enterprise market while giving Infosys a differentiated AI capability, potentially reshaping how large corporations automate operations and develop software.
Anthropic’s decision to join forces with Infosys marks a strategic move into the enterprise‑AI market that has been dominated by a handful of cloud providers. By pairing its Claude family of large language models—particularly Claude Code, which excels at generating and debugging software—with Infosys’ Topaz AI suite, the partnership promises turnkey agents that can be customized for specific business functions. This collaboration leverages Anthropic’s safety‑first model architecture and Infosys’ deep consulting pedigree, creating a hybrid offering that could appeal to multinational corporations seeking on‑premise or hybrid deployment options.
The joint solution is aimed at sectors where data‑intensive processes and regulatory constraints make off‑the‑shelf AI less viable, such as telecommunications networks and financial‑services risk management. Custom agents can ingest proprietary datasets, orchestrate multi‑step workflows, and generate code snippets that accelerate application development cycles. By automating routine decision points, firms can reduce operational costs while improving speed to market for new digital products. Competitors like Microsoft‑OpenAI and Google Cloud are also racing to embed generative AI into industry‑specific tools, so the Anthropic‑Infosys alliance intensifies the battle for enterprise mindshare.
Investors reacted positively, with Infosys shares jumping 4.8%—the strongest gain in two weeks—while the broader NSE Nifty index edged higher. The price movement reflects confidence that the partnership will unlock new revenue streams and differentiate Infosys from other Indian IT services firms that are still building AI capabilities from scratch. For Anthropic, the deal provides a foothold in the fast‑growing Asian market and a channel to monetize Claude models beyond consumer applications. If the custom agents deliver measurable productivity gains, the collaboration could set a template for future AI‑as‑a‑service agreements worldwide.
February 17, 2026 at 6:51 AM UTC · Updated on February 17, 2026 at 7:11 AM UTC
Takeaways – Bloomberg AI
Anthropic PBC has partnered Indian technology firm Infosys Ltd. to develop advanced artificial intelligence solutions for companies across sectors including telecommunications and financial services.
The partners will develop custom AI agents tailored for specific industries and business functions, Infosys said in a statement to exchanges. Anthropic will combine its Claude models, including Claude Code, with Infosys’ Topaz AI products to help companies automate complex work flows and speed up software delivery. Infosys shares gained 4.8% on Tuesday, the most in two weeks, while the benchmark NSE Nifty index rose 0.3%.
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