As AI jitters rattle IT stocks, Infosys partners with Anthropic to build ‘enterprise-grade’ AI agents

Indian IT giant Infosys said on Tuesday that it has partnered with Anthropic to develop enterprise-grade AI agents, as large language model–driven automation continues to reshape the global IT services industry.

Under the partnership, Infosys plans to integrate Anthropic’s Claude models into its Topaz AI platform to build so-called “agentic” systems. The companies say these agents will be able to autonomously handle complex enterprise workflows across industries, including banking, telecoms, and manufacturing. The tie-up was announced at India’s AI Impact Summit in New Delhi this week, an event bringing together top executives from major AI companies and Big Tech.

The deal comes amid growing fears that AI tools — particularly those built by leading labs such as Anthropic and OpenAI — could disrupt India’s heavily staffed, $280 billion IT services industry, raising questions about the future of labour-intensive outsourcing models. Earlier this month, shares of Indian IT companies fell sharply after Anthropic introduced a suite of enterprise AI tools that claimed to automate tasks across legal, sales, marketing, and research roles.

The partnership gives Infosys, one of the world’s largest IT services firms, access to Anthropic’s Claude models and developer tools designed for building AI agents tailored for large enterprises. Infosys said it would use Anthropic’s Claude Code to help write, test, and debug software. They added that they are already deploying the tool internally to build expertise that will later be applied to client work.

Infosys also shared how AI is showing up in its financials: AI-related services generated revenue of ₹25 billion (about $275 million), or 5.5% of the company’s total revenue of ₹454.8 billion (roughly $5 billion) in the December quarter. Rival Tata Consultancy Services previously said its AI service generates about $1.8 billion in annual revenue, about 6% of total revenue.

For Anthropic, the partnership provides a path into heavily regulated enterprise sectors, where deploying AI systems at scale typically requires deep industry experience and strong governance capabilities.

“There’s a big gap between an AI model that works in a demo and one that works in a regulated industry,” said Anthropic co-founder and CEO Dario Amodei. Infosys’ experience across sectors such as financial services, telecoms, and manufacturing helps close that gap, he said.

Anthropic this week also opened its first office in India, in Bengaluru, as it looks to deepen its presence in the country, which has become its second-largest market. Anthropic said India now represents about 6% of global Claude usage, second only to the U.S., and much of that activity is concentrated in programming.

Infosys did not disclose the timeline for deploying Claude-powered AI agents or the financial terms of the partnership.

The move mirrors other recent partnerships by Indian IT services firms. HCLTech and OpenAI partnered last year to help enterprises deploy AI tools at scale.