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Infosys rolls out AI-first framework, eyes $300–400bn opportunity

Infosys Topaz to anchor push into agentic and generative AI services

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BENGALURU: Infosys has unveiled an AI-first value framework, positioning itself to tap what it estimates to be a $300–400 billion global services opportunity as enterprises race to scale artificial intelligence.

The Bengaluru-based IT major said the framework is designed to help clients move from experimentation to enterprise-wide deployment of generative and agentic AI, anchored by its Infosys Topaz platform. The opportunity estimate is drawn from a recent Nasscom–McKinsey report.

The strategy rests on two pillars: capturing fresh demand for AI-first services and embedding AI across existing engagements to expand wallet share. Infosys has mapped six value pools spanning AI strategy and engineering, data readiness, process transformation, legacy modernisation, physical AI and AI trust.

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At the heart of the approach is the orchestration of AI agents, proprietary platforms and third-party tools on purpose-built infrastructure, aimed at redesigning workflows, modernising legacy systems and embedding intelligence into physical products and operations.

Infosys said it is working with about 90 per cent of its top 200 clients on AI programmes and has more than 4,600 AI projects under way. It has also developed over 30 new service offerings aligned to the six value pools, covering revenue growth, cost optimisation and innovation outcomes.

Co-founder and chairman Nandan Nilekani, said IT services firms would play a more critical role in the AI era as enterprises grapple with integration, governance and trust at scale. Chief executive and managing director Salil Parekh, said the AI-first framework positions Infosys to capture market share as clients accelerate adoption.

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