Claude AI integration into Topaz platform and new AI Center of Excellence boost IT sector sentiment
Team Sahi
Infosys announced a strategic collaboration with Anthropic AI on February 17, 2026. The partnership focuses on integrating Anthropic's Claude AI models into Infosys enterprise services and platforms. The announcement caused Infosys shares to rise nearly 4% in a single session.
The Infosys and Anthropic collaboration is a strategic technology integration agreement. Under this arrangement, Infosys will embed Anthropic's Claude large language models into its enterprise service offerings, internal development tools, and industry-specific solutions.
The collaboration covers four main areas:
The Infosys Center of Excellence AI is a dedicated unit that will develop and standardize AI implementations using Anthropic's Claude models. It will initially focus on the telecom industry.
Use cases being developed for telecom include network monitoring, customer service automation, fraud detection, and operational efficiency improvements. The Center of Excellence structure allows Infosys to build repeatable, industry-specific AI solutions that can be deployed across multiple clients in the same sector.
Claude is a family of large language models developed by Anthropic, an AI safety company. Claude models are designed for enterprise applications. Key capabilities include natural language processing, advanced reasoning, code generation, workflow automation, and document analysis.
Claude Code is a specialized tool that assists software developers with writing, reviewing, and debugging code. For an IT services company like Infosys, Claude Code can accelerate development cycles and reduce manual review time across large codebases.
Infosys shares gained approximately 4% intraday on February 17, 2026, following the partnership announcement. The stock reached approximately ₹1,407 during the session. Market capitalization increased by around ₹15,000 crore.
The Nifty IT index also responded positively. It rose more than 2.5% during the session. Other IT companies — including Coforge and HCL Technologies — also recorded gains as investors interpreted the Infosys-Anthropic deal as a signal of broader AI adoption by Indian IT firms.
The Infosys-Anthropic collaboration reflects a broader shift in how Indian IT companies are responding to AI advancement. Rather than treating frontier AI as a competitive threat, firms like Infosys are integrating these technologies to enhance service delivery and reduce costs.
For the IT outsourcing model, AI integration enables faster project execution, reduced manual workload, and improved quality in software delivery. The ability to demonstrate AI-enhanced capabilities is increasingly important in securing enterprise contracts from global clients.
The deal also signals growing alignment between Indian IT companies and Western AI research organizations, creating a partnership model rather than a displacement dynamic.
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