Infosys, one of India’s leading software services companies, provided fresh insight into the role of artificial intelligence in its business. On February 17, 2026, the company stated that AI-related services accounted for 5.5% of its revenue during the December quarter. This figure marks the first time Infosys has publicly broken out its AI business in this way. Chief Executive Salil Parekh described the growth as robust and dynamic, noting that clients are increasingly turning to these offerings for practical solutions.
Strategic Partnership with Anthropic
The announcement came alongside news of a strategic collaboration with Anthropic, the company behind the Claude family of models. Infosys and Anthropic will set up a dedicated center focused on building and deploying AI agents. These agents are autonomous systems designed to handle tasks with minimal human input, such as processing data, making decisions, and interacting with other tools.
Targeting Telecom and Financial Services
The partnership begins in the telecommunications sector. Telecom companies deal with massive volumes of customer data, network management, and service personalization. AI agents can analyze patterns in real time, predict outages, optimize routing, and improve customer support through automated responses. Infosys plans to apply similar capabilities to other industries soon after.
Financial services rank high on the expansion list. Banks and insurance firms face pressure to reduce costs while meeting strict regulations. AI agents built on Anthropic’s technology could automate compliance checks, fraud detection, and loan processing. They might review documents, flag anomalies, and generate reports faster than traditional methods. In manufacturing, agents can monitor production lines, predict equipment failures, and adjust supply chains based on live data. Software development stands to benefit as well, with agents assisting in code generation, testing, and debugging.
Autonomous Agents and Embedded Systems
Parekh emphasized that Infosys’s AI offerings include both autonomous agents and embedded systems for physical devices and hardware. This dual approach allows clients to deploy AI in cloud environments or directly on machinery and edge devices. The collaboration with Anthropic gives Infosys access to advanced models known for safety features and strong performance in reasoning tasks.
Anthropic has positioned its Claude models as reliable tools for enterprise use. Recent updates have improved long-context handling, tool integration, and agent coordination. By partnering with Infosys, Anthropic gains a strong foothold in global enterprise markets, particularly in regions where Infosys has deep client relationships. Infosys serves thousands of companies worldwide, including many Fortune 500 organizations.
Enterprise AI Trends
The timing of this announcement reflects broader trends in the AI sector. Enterprises are moving beyond simple chat interfaces toward agent-based systems that act independently or in teams. These agents promise to transform workflows by handling multi-step processes without constant oversight. For developers, this shift means new opportunities to build specialized agents using platforms like Anthropic’s API.
For creators and business users, the impact could be significant. Marketing teams might use agents to analyze consumer data and generate personalized campaigns. Operations groups can automate routine reporting and decision support. The focus on telecom as the starting point makes sense because the industry already relies heavily on data analytics and automation.
Infosys’s revenue disclosure adds weight to the story. At 5.5%, AI is still a smaller portion of total revenue compared to traditional services, but the growth rate suggests rapid expansion. Parekh noted that the business is working well with clients, indicating early success in deployment.
This partnership arrives amid increasing competition in enterprise AI. Other major players offer agent frameworks and tools. The collaboration highlights how service providers like Infosys act as integrators, combining frontier models with industry expertise to deliver turnkey solutions.
Benefits for Clients
Clients benefit from reduced implementation time and lower risk. Infosys handles customization, integration with existing systems, and ongoing support. Anthropic provides the core intelligence layer. Together, they aim to create agents that are secure, scalable, and aligned with business needs.
As AI adoption accelerates, partnerships like this one will likely become more common. They bridge the gap between cutting-edge research models and practical enterprise applications. Developers and companies watching this space should monitor how these agents perform in real-world telecom deployments, as early results could set the standard for other sectors.
The announcement also signals confidence in AI’s long-term value. Despite debates over costs and ethics, firms continue to invest heavily. Infosys’s move shows that service giants see AI agents as a core part of future offerings.
In summary, this collaboration positions both companies to capture a larger share of the growing enterprise AI market. It focuses on concrete outcomes: faster processes, better decisions, and reduced manual effort across key industries. As the center ramps up, expect more details on specific agent capabilities and case studies in the coming months.
Olivia
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