Infosys-Anthropic collaboration: A game-changer for IT sector?
Times of India
by TOI BUSINESS DESKFebruary 20, 2026
AI-Generated Deep Dive Summary
The collaboration between Infosys, India's leading IT services provider, and Anthropic, a US-based AI company, signals a potential shift in the IT sector's trajectory. Initially feared as a casualty of rapid AI advancements, Indian IT firms are now seen as key enablers of enterprise AI adoption. The partnership aims to develop customized AI agents for enterprise customers, aligning with growing corporate interest in small language models built on proprietary data. This move highlights how Indian IT companies could play a crucial role in helping businesses transition to new AI architectures, countering fears of job losses and revenue decline.
The report from Jefferies emphasizes that the demand for tailored AI solutions is on the rise, driven by enterprises seeking domain-specific AI capabilities over general-purpose models. Approximately 90% of Infosys’s top 200 customers are already using its AI-related services, indicating a shift from experimental to scaled deployments. This trend reflects broader adoption across major clients and underscores the growing importance of AI-driven transformation in the industry.
The collaboration with Anthropic is seen as a positive sign for Indian IT firms, which have faced pressure due to macroeconomic risks and concerns about automation displacing jobs. By focusing on customized AI solutions, Infosys and other Indian IT companies can tap into a $300–400 billion opportunity by 2030, expanding their market reach and addressing complex client needs more effectively. This shift not only alleviates fears of AI-driven disruption but also positions the sector for sustained growth.
The partnership with Anthropic is indicative of a broader industry pivot toward AI-enablement, which Jefferies believes could mitigate macroeconomic risks. By offering services like Infosys’s “AI First” suite, the IT sector can adapt to evolving corporate needs and capitalize on the growing demand for tailored AI solutions. This strategic focus on AI-driven innovation suggests that Indian IT firms are well-positioned to navigate the future of enterprise technology.
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Originally published on Times of India on 2/20/2026