Anthropic has teamed up with Indian IT giant Infosys to develop AI agents targeting telecommunications, financial services, and manufacturing—sectors where regulatory compliance has historically slowed AI adoption.

The partnership, announced February 17, integrates Anthropic’s Claude models with Infosys Topaz, the company’s AI-first platform. The goal? Building agentic systems that don’t just answer questions but handle complex multi-step workflows like claims processing, compliance reviews, and code generation.

Why This Deal Makes Sense

For Anthropic, this is about distribution. The company—fresh off a $30 billion Series G round that pushed its valuation to $380 billion—needs enterprise customers to justify that number. Infosys brings relationships with Fortune 500 firms across exactly the industries where AI deployment has been cautious.

“There’s a big gap between an AI model that works in a demo and one that works in a regulated industry,” Anthropic CEO Dario Amodei said in the announcement. “Infosys has exactly that kind of expertise.”

The timing aligns with Anthropic’s broader India push. The company opened a Bengaluru office the same week, citing India as Claude.ai’s second-largest market. Nearly half of Indian Claude usage involves building production software—developers actually shipping code, not just experimenting.

What They’re Actually Building

The collaboration targets five specific use cases:

Telecom: AI agents for network operations and customer lifecycle management. Carriers have notoriously complex legacy systems—exactly the kind of modernization problem where agentic AI could cut costs significantly.

Financial services: Risk detection, compliance automation, and personalized advisory. Banks have been cautious about AI given regulatory scrutiny, but having Infosys as an intermediary provides cover.

Manufacturing: Accelerating product design and simulation cycles. Claude handles the computational modeling while engineers focus on iteration.

Software development: Teams using Claude Code to write, test, and debug. This moved to general availability in May 2025 and has become a key revenue driver.

Enterprise operations: Document summarization, status reporting, and review automation through Claude Cowork.

The Bigger Picture

Anthropic’s run-rate revenue hit $14 billion recently—more than tenfold annual growth for three consecutive years. But that growth needs enterprise contracts, not just developer subscriptions. Partnerships like this one with Infosys are how you land the seven and eight-figure deals that move the needle at Anthropic’s scale.

For Infosys, it’s a competitive moat. Every major IT consultancy is scrambling to become the preferred AI implementation partner. Getting early access to Claude’s agent SDK and co-developing industry-specific solutions creates switching costs that matter.

Whether these AI agents actually deliver on the promise of “intelligent automation” in regulated industries remains to be seen. But the partnership structure—combining Anthropic’s models with Infosys’s domain expertise and enterprise relationships—at least addresses the right problem.

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