Infosys stock rises over 3% after strategic tie-up with Anthropic

By Admin

18 Feb, 2026

Infosys shares surged more than 3% on Tuesday, February 17, 2026, following the company’s announcement of a strategic collaboration with Anthropic to develop and deliver advanced enterprise artificial intelligence solutions.

The partnership signals a major step forward in enterprise AI adoption, particularly across complex and highly regulated industries such as telecommunications, financial services, manufacturing, and software development.

Stock Market Reaction

The announcement had an immediate positive impact on the stock market.

On the BSE, Infosys shares climbed 3.27% to ₹1,410.95 per piece. The BSE-focused IT index also gained 1.45%, with Infosys emerging as the top performer among IT stocks.

Broader markets were trading in positive territory as well, with the 30-share BSE Sensex rising 126.19 points, or 0.15%, to 83,403.34.

The sharp rise in Infosys stock reflects strong investor confidence in the company’s AI-led growth strategy and its ability to capitalise on next-generation technologies.

Strategic Collaboration: Unlocking Enterprise AI Value

Infosys and Anthropic announced their collaboration to unlock AI value across complex, regulated industries.

Anthropic, known for its AI safety and research expertise, brings its advanced Claude models to the table. The alliance will integrate Anthropic’s Claude models, including Claude Code, with Infosys Topaz AI offerings.

This integration aims to:

• Automate enterprise workflows
  
  

• Accelerate software development cycles
  
  

• Enable responsible AI adoption with governance and transparency
  
  

• Ensure compliance in highly regulated industries
  
  

By combining Anthropic’s AI models with Infosys Topaz, enterprises can deploy intelligent AI agents designed for precision, compliance, and industry-specific operations.

Initial Focus on Telecommunications

The collaboration will initially focus on the telecommunications sector.

Infosys will establish a dedicated Anthropic Center of Excellence to build and deploy AI agents tailored to telecom industry operations. These AI agents are expected to enhance operational efficiency, improve customer experience, and optimise network management.

After telecom, the partnership will expand into:

• Financial Services
  
  

• Manufacturing
  
  

• Software Development
  
  

This phased expansion strategy allows Infosys to demonstrate measurable AI impact before scaling across industries.

Modernising Legacy Systems with AI

A core objective of the partnership is helping enterprises modernise legacy infrastructure.

By combining Infosys Topaz and Anthropic’s Claude models, organisations can:

• Accelerate legacy system migration
  
  

• Reduce the cost of updating aging infrastructure
  
  

• Improve system intelligence and resilience
  
  

• Enhance operational transparency
  
  

Legacy modernisation is a major challenge for global enterprises, and this AI-powered approach could significantly shorten transformation timelines.

Leadership Insights on the Partnership

Salil Parekh, CEO of Infosys, described the collaboration as a strategic leap forward.

“Our collaboration with Anthropic marks a strategic leap toward advancing enterprise AI, enabling organisations to unlock value and become more intelligent, resilient, and responsible,” he said.

Anthropic co-founder and CEO Dario Amodei highlighted Infosys’ domain expertise across telecom, financial services, and manufacturing. He noted that Infosys developers are already leveraging Claude Code to accelerate development and build AI agents for industries requiring precision and compliance.

What This Means for Infosys

The strategic tie-up strengthens Infosys’ positioning in the rapidly evolving AI landscape. With enterprise AI becoming central to digital transformation strategies worldwide, this collaboration enhances Infosys’ capability to deliver scalable, governance-driven AI solutions.

The market’s positive reaction reflects optimism that AI-led services will drive revenue growth, improve margins, and strengthen Infosys’ competitive edge in the global IT services market.

As AI adoption accelerates across industries, Infosys’ partnership with Anthropic could become a defining move in shaping the future of enterprise technology.