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IT stocks bounced back for the second straight session after Infosys announced a partnership with AI firm Anthropic. The stock gained more than 4% reacting to this news.
What’s cooking: Infosys will integrate Anthropic’s AI model Claude, including its coding assistant Claude Code, into its own AI suite called Infosys Topaz.
In simple terms, Claude is an advanced AI chatbot that can write code, analyse data, draft documents and even assist with complex enterprise tasks.
Together, Infosys and Anthropic will build AI-powered tools for sectors like telecom, banking, manufacturing and software development. They’re also setting up a dedicated Anthropic Center of Excellence to create customised AI agents for businesses.
Why this matters: instead of being disrupted by AI, Infosys is choosing to embed it directly into client services.
That means helping companies automate workflows, modernise legacy systems and improve productivity using AI, rather than losing business to standalone AI tools.
Big theme: this announcement comes amid the ongoing AI Impact Summit in India, where Anthropic executives have doubled down on India as a core growth market.
The company highlighted rapid enterprise adoption, strong developer demand, and India’s role in shaping real-world AI use cases.
