Core Insights - Infosys has partnered with Anthropic to develop enterprise-grade AI agents, aiming to reshape the global IT services industry through automation driven by large language models [1][2] Group 1: Partnership Details - The partnership will integrate Anthropic's Claude models into Infosys' Topaz AI platform to create "agentic" systems capable of autonomously managing complex enterprise workflows across various sectors, including banking, telecoms, and manufacturing [2] - Infosys will utilize Anthropic's Claude Code for writing, testing, and debugging code, and is already deploying this tool internally to enhance expertise for client projects [4] Group 2: Industry Context - The collaboration comes amid concerns that AI tools from major labs like Anthropic and OpenAI could disrupt India's $280 billion IT services industry, which is heavily reliant on labor-intensive outsourcing models [3] - Following the launch of Anthropic's enterprise AI tools, shares of Indian IT companies experienced a significant decline, highlighting the market's sensitivity to AI advancements [3] Group 3: Financial Impact - AI-related services contributed ₹25 billion (approximately $275 million), or 5.5% of Infosys' total revenue of ₹454.8 billion (around $5 billion) in the December quarter [5] - In comparison, Tata Consultancy Services reported that its AI services generate about $1.8 billion annually, accounting for around 6% of its revenue [5] Group 4: Strategic Importance - For Anthropic, this partnership provides access to regulated enterprise sectors where deploying AI at scale necessitates industry expertise and governance capabilities, with Infosys' experience in financial services, telecoms, and manufacturing being crucial [6] - Anthropic has also opened its first office in India, which has become its second-largest market, accounting for about 6% of global Claude usage, primarily in programming [9][10]

Indian IT giant Infosys said on Tuesday it has partnered with Anthropic to develop enterprise-grade AI agents, as automation driven by large language models reshapes the global IT services industry. Under the partnership, Infosys plans to integrate Anthropic’s Claude models into its Topaz AI platform to build so-called “agentic” systems. The companies claim these agents will be able to autonomously handle complex enterprise workflows across industries such as banking, telecoms, and manufacturing. The tie ...

Core Insights - IBM has extended its partnership with Datavault AI to provide secure, ultra-low-latency enterprise AI solutions at the edge in New York and Philadelphia, utilizing SanQtum AI's zero-trust micro data centers powered by watsonx AI technology [1][8] - The watsonx platform offers enterprise-grade AI capabilities, including trusted foundation models, real-time data analytics, built-in governance, security, and hybrid deployment options [2][3] - IBM's focus on enhancing the watsonx platform positions it as a future-ready enterprise AI solution, catering to the increasing demand for real-time, secure, and scalable AI applications [3][4] Competitive Landscape - IBM faces competition from Amazon and Alphabet, with Amazon Web Services partnering with OpenAI and Infosys to enhance generative AI capabilities [5] - Google is collaborating with retailers and expanding AI capabilities in Africa through its cloud services, utilizing Vertex AI for efficient machine learning model deployment [6] Financial Performance - IBM shares have increased by 40% over the past year, while the industry has seen a growth of 95.4% [7] - The company trades at a forward price-to-sales ratio of 4.04, which is below the industry average [10] - Earnings estimates for 2025 have risen by 1% to $11.39, and for 2026, they have increased by 1.4% to $12.24 [11]