Infosys shares looked set to rally after collaboration with Anthropic, just after the AI company had helped trigger a sharp selloff in the IT-consultant sector.

Highlights: Infosys Investor AI Day 2026 - CEO Salil Parekh announces headcount growth in FY27; Nilekani predicts 170 million new jobs

Infosys partners with Anthropic to deploy Claude-powered agentic AI for telecom and regulated industries—automating workflows and speeding software delivery.

Infosys pegged the global AI services opportunity at $300-400 billion by 2030, with new AI services already contributing 5.5% of revenue in Q3FY26.

Infosys reports 5.5% Q3FY26 revenue from AI services, with 4,600 projects and a $300-400 billion growth opportunity by 2030.

Indian IT firms are poised for growth through AI integration, as demonstrated by Infosys' collaboration with Anthropic, according to experts, after the massive tech rout amid AI-fuelled fears.

Infosys launches its AI First Value Framework, aiming to seize USD 300-400 billion in AI service potential by 2030. This strategic initiative, powered by Infosys Topaz, guides enterprises toward AI integration,

India's No.2 software-services exporter Infosys said on Tuesday that artificial intelligence services accounted for 5.5 per cent of its revenue in the December quarter, marking the first time the company has broken out its AI business.