Infosys shares rally 3% as firm ties up with AI research firm Anthropic; what investors should know

The Indian IT firm collaborated with Anthropic to develop and deliver advanced enterprise AI solutions to companies across telecommunications, financial services, manufacturing, and software development.

“The collaboration will begin in telecommunications with a dedicated Anthropic Center of Excellence to build and deploy AI agents tailored to industry-specific operations. The collaboration will further expand across industries, including financial services, manufacturing, and software development,” said Infosys in a regulatory filing.

At its core, the collaboration integrates Anthropic's Claude models, including Claude Code, with Infosys Topaz AI offerings to help enterprises automate complex workflows, accelerate software delivery, and adopt AI with the governance and transparency that regulated industries require.

Infosys said together with Anthropic they will 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 a core focus of its collaboration will be on agentic AI—systems capable of independently handling multi-step tasks such as processing claims, generating and testing code, and managing compliance reviews.

The company noted that by leveraging the Claude Agent SDK, it and Anthropic aim to help clients build AI agents that can operate persistently across complex processes, while also modernising legacy systems by combining Infosys Topaz with Claude to accelerate migration and lower infrastructure upgrade costs.

Commenting on the development, 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.”

Dario Amodei, Chief Executive Officer and Co-Founder of Anthropic, said there is a significant gap between an AI model that performs well in a demo and one that can function effectively in a regulated industry, adding that bridging this gap requires deep domain expertise. He noted that Infosys possesses such expertise across key sectors, including telecom, financial services, and manufacturing.

Infosys share price

At 9:52 AM, Infosys shares were trading at ₹1,404.3 apiece on the National Stock Exchange, surging 2.83%.

Over a month’s time, the stock has fallen 16%, while it has lost 2% in the last six months. On a year-on-year basis, shares of Infosys have declined 24%.

Shares of the firm had hit a 52-week high of ₹1,861.65 on February 18, 2025, and a 52-week low of ₹1,281.50 on February 13, 2026.

The company has a total market capitalisation of ₹5.69 lakh crore, according to data on the NSE.