Following the trend of major AI announcements in India this week, Infosys Limited shares jumped over 3% on February 17, 2026. The rally was triggered by the company’s official regulatory filing announcing a strategic collaboration with Anthropic to develop and deliver advanced enterprise AI solutions, specifically targeting complex and highly regulated industries.
The partnership comes just one day after Anthropic opened its first Indian office in Bengaluru and declared India its second-largest global market.
Market Performance: February 17, 2026
The announcement provided a much-needed boost to the IT giant, which had faced selling pressure earlier in the month due to concerns over AI-led disruption in the software services sector.
| Metric | NSE / BSE Performance (at 12:35 PM IST) |
| Current Price | ₹1,410.95 |
| Intraday Gain | ↑ 3.27% |
| Market Cap Gain | ~₹17,293 Crore |
| 52-Week High/Low | ₹1,861.65 / ₹1,281.50 |
Key Pillars of the Partnership
The collaboration integrates Anthropic’s Claude models—including the specialized Claude Code—with Infosys Topaz, the company’s AI-first suite of services.
- Agentic AI Focus: A primary goal is the development of “Agentic AI”—systems that move beyond simple chat responses to independently managing multi-step tasks such as processing insurance claims, conducting compliance reviews, or generating and debugging code.
- Anthropic Center of Excellence: The partnership will debut in the telecommunications sector with a dedicated center designed to build industry-specific AI agents.
- Modernizing Legacy Systems: Using the Claude Agent SDK, Infosys and Anthropic will help global enterprises migrate and modernize aging infrastructure at a lower cost and higher speed.
- Industry Expansion: Following the telecom rollout, the initiative will expand into Financial Services, Manufacturing, and Software Development, where precision and regulatory compliance are paramount.
Leadership Perspectives
The deal is viewed as a “defensive-to-offensive” pivot for Infosys, moving from traditional staff-augmentation to co-building AI platforms.
“Our collaboration with Anthropic marks a strategic leap toward advancing enterprise AI… enabling organizations to unlock value and become more intelligent, resilient, and responsible.” — Salil Parekh, CEO, Infosys.
“Infosys has exactly that kind of expertise across important industries… Their developers are already using Claude Code to accelerate their work and to create AI agents for industries that demand precision and compliance.” — Dario Amodei, CEO, Anthropic.
Context: The “IT Rebound”
The Infosys-Anthropic news helped lift the broader Nifty IT Index, which rose nearly 3% today. Analysts from UBS and Nomura suggest that the market is beginning to shift its narrative from “AI as a threat to IT services” to “AI as a catalyst for non-linear revenue growth.”
