Infosys

Company INFY

Last mentioned: 1d ago

Timeline

  1. Claude Sonnet 4.6 Release

    Anthropic debuts Sonnet 4.6 with a focus on coding, consistency, and computer use.

  2. Goldman Sachs Deployment

    Reports emerge of successful enterprise-wide deployment of Anthropic systems at Goldman Sachs.

  3. Infosys Partnership

    Infosys and Anthropic announce a strategic alliance for industry-specific AI development.

  4. Claude Sonnet 4.5 Launch

    Anthropic releases Sonnet 4.5 with improved reasoning and mathematical task performance.

Stories mentioning Infosys 10

Leadership Bullish

Indian IT Giants Defend Relevance Amid Agentic AI Disruption Fears

Leaders from TCS, Infosys, and Salesforce addressed concerns regarding AI-driven redundancy at the India AI Impact Summit, arguing that the complexity of legacy systems ensures the continued necessity of human-led system integration. While acknowledging that AI will automate code generation, executives emphasized a shift toward roles focused on validation, governance, and cybersecurity.

2 sources
Partnerships Bullish

Infosys and Anthropic Partner to Scale Enterprise AI Across Key Industries

Infosys has entered a strategic partnership with AI safety leader Anthropic to deliver advanced generative AI solutions to global enterprises. The collaboration focuses on integrating Anthropic's Claude models into Infosys's AI-first suite, Topaz, specifically targeting the telecommunications, financial services, and manufacturing sectors.

3 sources
Partnerships Bullish

TCS and OpenAI Forge Strategic Alliance to Build 1GW AI Infrastructure

Tata Consultancy Services (TCS) and OpenAI have announced a landmark partnership to develop massive AI infrastructure in India and deploy enterprise-grade Agentic AI solutions. The collaboration includes a multi-year agreement for TCS's HyperVault unit to build up to 1GW of AI-ready data centers, signaling a major shift in the Indian IT services landscape toward sovereign AI capabilities.

2 sources
Earnings Bearish

Indian IT Giants Face AI Selloff as US Tech Jitters Ripple

Indian IT majors including TCS and Infosys are experiencing significant downward pressure as American peers like Accenture and Cognizant face a selloff driven by AI-related uncertainty. The trend reflects growing investor concern over the immediate ROI of AI investments and the potential disruption of traditional IT outsourcing models.

2 sources
Leadership Bullish

AI to Redefine Tech Jobs as Coding Yields to Agent Orchestration

Infosys Chairman Nandan Nilekani warns that traditional coding is losing its central role in software development, replaced by AI engineering and agent orchestration. He predicts a 'root-and-branch' transformation of business processes that will create 170 million new roles while requiring enterprises to dismantle data silos.

3 sources
AI Models Very Bullish

Anthropic Debuts Claude Sonnet 4.6, Accelerating Enterprise AI Competition

Anthropic has launched Claude Sonnet 4.6, a significant upgrade to its mid-tier AI model featuring enhanced coding capabilities and 'computer use' skills. The release, arriving just four months after its predecessor, coincides with major enterprise adoption by Goldman Sachs and a strategic global partnership with Infosys.

8 sources