Infosys Investor AI Day: Share Price Jumps After Anthropic Collaboration, 2026 Event in Focus


By Dalal Street Investment Journal (DSIJ)

Summary:


Infosys shares rose over 2% following a strategic collaboration with Anthropic to build industry-focused AI solutions. The company will highlight its AI roadmap, Topaz platform expansion, and enterprise deployments at Investor AI Day 2026, led by Chairman Nandan Nilekani and CEO Salil Parekh.

Infosys Gains After Anthropic Collaboration; Investor AI Day 2026 in Focus

The Nifty IT Index is having an impressive day on Tuesday, February 17, 2026, as it surges by 2% in early trade at 9:44 AM. This marks the sharpest single-day rally in over a month, as the sector shows signs of a strong recovery.

Nifty IT Index Faces Sell-Off, Then Recovers

The recent downturn in India's IT sector has been attributed to mounting concerns that AI-driven disruptions could alter business models, reduce pricing power, and limit long-term growth potential for IT services companies. As a result, the Nifty IT Index had fallen sharply, recording a 14% drop by February 16, the steepest decline in February since 2012. In fact, all 10 stocks in the Nifty IT Index were trading below their long-term 200-day moving average (200-DMA).

However, today’s rally is a sign of resilience, with Infosys, the country’s second-largest IT services exporter, leading the charge. As of 9:44 AM, Infosys’ share price has surged by over 2.5%, contributing significantly to the overall recovery of the Nifty IT Index.

Infosys Limited

Trade

1391.225.59 (1.87 %)

Updated - 17 February 2026
1431.00day high
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1367.00day low
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25347684
VOLUME (BSE)

Infosys Announces Strategic Collaboration with Anthropic

Infosys’ jump in share price is fuelled by the company’s announcement of a strategic partnership with Anthropic, an AI safety and research firm. The collaboration aims to develop advanced AI solutions for industries such as telecommunications, financial services, manufacturing, and software development.

The collaboration will initially focus on the telecommunications sector, with the launch of an Anthropic Center of Excellence designed to build and deploy AI agents tailored for the industry. Over time, the partnership will expand to cover other industries, including financial services, manufacturing, and software development.

AI Agents and Transformational Solutions

At the heart of this collaboration is the integration of Anthropic’s Claude models, including Claude Code, with Infosys' Topaz AI offerings. This combination will help enterprises automate complex workflows, accelerate software delivery, and meet the governance and transparency demands of regulated industries.

The primary focus will be on agentic AI—systems that go beyond answering questions to autonomously handle multi-step tasks. These AI agents will manage tasks such as processing claims, generating code, and conducting compliance reviews. Additionally, the collaboration aims to modernise legacy systems, reduce costs, and accelerate digital transformations.

Industry-Specific AI Agents in Action

Infosys and Anthropic are developing customised AI agents for various industries:

  • Telecommunications: AI agents will help telecom operators modernise network operations, improve customer lifecycle management, and enhance service delivery in this complex and regulated sector.

  • Financial Services: AI will help financial institutions detect and assess risks, automate compliance reporting, and offer more personalised customer interactions.

  • Manufacturing: AI will streamline product design and simulation processes, reducing R&D timelines and enabling engineers to test more product iterations before production.

  • Software Development: Claude Code will assist developers in writing, testing, and debugging code, speeding up the journey from design to production.

Infosys Collaborates with Citizens for AI-Driven Transformation

In addition to its partnership with Anthropic, Infosys recently teamed up with Citizens, a major U.S. financial institution, to support the launch of the bank’s AI-first Innovation Hub in Bengaluru, India. This collaboration aims to advance AI-driven transformation across Citizens' banking operations, product development, and customer experience.

Infosys will leverage its expertise in AI, cloud, and cybersecurity to help Citizens accelerate the delivery of innovative financial products and services. The partnership focuses on AI technologies that improve speed, scalability, and efficiency while streamlining digital services.

What Is Infosys Topaz Fabric?

Infosys Topaz Fabric is a stack of interoperable data infrastructure, AI models, agents, and workflows designed to help enterprises unify and accelerate IT service delivery. With Topaz Fabric, organisations can access integrated and modular AI services to enhance IT processes, improve efficiencies, and reduce vendor lock-ins. The platform integrates over 50 AI agents, offering pre-built solutions for various enterprise functions.

Looking Ahead: Infosys Investor AI Day 2026

The spotlight now shifts to Infosys’ upcoming Investor AI Day 2026, scheduled for Tuesday. The event will showcase Infosys' pivot to artificial intelligence and its strategies for navigating the disruption facing the IT services industry. Chairman Nandan Nilekani and CEO Salil Parekh will lead discussions on how AI is reshaping IT services and creating new business opportunities. The event will emphasise themes such as unlocking AI value, human-AI collaboration, and margin protection in the face of industry disruptions.

Infosys will also share key updates on the progress of its Topaz AI platform, including the platform’s deployment across 90% of its top 200 clients and the major $1.6 billion deal with the UK’s National Health Service.

Infosys Topaz: Driving AI Success

Infosys Topaz is an AI-first offering that integrates over 12,000 AI assets and 150+ pre-trained AI models to accelerate business transformation. Success stories include helping a major food and beverage giant improve customer experience, assisting a leading British bank in transforming over 2,000 customer service processes, and optimising logistics for a national railway company.

With these innovations, Infosys is positioning itself at the forefront of the AI revolution, making a strong case for its long-term growth prospects. The collaboration with Anthropic further enhances Infosys’ ability to deliver cutting-edge AI solutions that drive business value across multiple industries.

Overall, Infosys’ focus on AI-driven transformation, alongside strategic collaborations with companies like Anthropic and Citizens, reinforces its position as a key player in the evolving IT services landscape. As AI continues to reshape industries, Infosys is well-placed to leverage these technologies to drive growth, efficiency, and innovation.

All eyes will be on Infosys’ Investor AI Day 2026, where the company is set to unveil its latest developments in AI and their potential impact on the future of IT services.

Source: Dalal Street Investment Journal (DSIJ)

About the Author

SEBI Registered Research Analyst (INH000006396).


Founded in 1986, Dalal Street Investment Journal (DSIJ) brings decades of experience in India’s equity markets. DSIJ's research combines fundamental analysis with price action, guided by disciplined risk management and capital preservation. They follow a structured, data-driven approach designed to help investors and traders make informed decisions beyond short-term market noise. 

Published Date : 17 Feb 2026

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Content Partner - Dalal Street Investment Journal Wealth Advisory Private Limited



This article is for educational purposes only and should not be considered investment advice. Market investments are subject to risks. DSIJ Wealth Advisory Private Limited is a SEBI-registered Research Analyst (Reg. No: INH000006396) and Investment Adviser (Reg. No: INA000001142). Please consult your financial adviser before investing. 

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