Infosys and Cognition Announce Strategic Collaboration to Accelerate the AI Value Journey for Global Enterprises
Rhea-AI Summary
Infosys (INFY) and Cognition announced a strategic collaboration on January 7, 2026 to scale Cognition's AI software engineer Devin across Infosys' internal engineering ecosystem and client engagements worldwide. The partnership will combine Infosys Topaz Fabric — a modular, agent-ready AI services fabric — with Devin's agentic and autonomous engineering capabilities to accelerate time-to-market, boost developer productivity, and shorten modernization timelines.
Infosys will integrate Devin into internal teams, embed it in client delivery models, and enable customer deployments, supported by joint engineering frameworks, co-innovation labs, and industry-specific AI-native modernization blueprints. Infosys' Financial Services practice is the first wave of joint client engagements.
Positive
- Devin will be integrated across Infosys internal engineering and client deliveries
- Combined Topaz Fabric and Devin aim to accelerate time-to-market
- Joint frameworks and co-innovation labs support scalable enterprise deployment
- Initial adoption underway in Infosys Financial Services practice
Negative
- None.
News Market Reaction 1 Alert
On the day this news was published, INFY gained 0.72%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
INFY gained 2.38% with mixed peer moves: ACN +4.9%, CTSH +4.2%, FIS +2.13%, WIT +0.35%, while FI slipped -0.17%, suggesting a largely stock-specific response within IT services.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 16 | AI adoption report | Positive | -0.1% | Report with MIT highlighting psychological safety as key to AI success. |
| Dec 12 | Leadership change news | Positive | -0.1% | Announcement of Rajesh Krishnamurthy as Sopra Steria Group CEO. |
| Nov 17 | AI GCC model launch | Positive | +0.7% | Unveiling AI-first GCC model using Infosys agentic and Topaz offerings. |
| Nov 06 | Energy AI agent | Positive | -1.5% | AI agent for energy operations using Topaz, Cobalt and Copilot tools. |
| Nov 03 | Topaz Fabric launch | Positive | -1.0% | Launch of Infosys Topaz Fabric AI stack for enterprise IT and security. |
Recent AI-focused announcements often saw muted or negative next-day moves, indicating a tendency for price weakness or limited follow-through around positive AI news.
Over the last few months, Infosys has repeatedly highlighted AI and automation capabilities, including the launch of Infosys Topaz Fabric on Nov 3, 2025 and multiple AI agent offerings for energy and GCC transformation. These announcements, along with research on AI adoption culture, generally produced small and sometimes negative price reactions. Today’s AI partnership and integration of Devin fits into this ongoing push to commercialize Infosys’ AI platforms.
Market Pulse Summary
This announcement highlights Infosys’ strategy to deepen AI-enabled engineering by combining its Topaz Fabric platform with Cognition’s Devin across internal teams and client projects. It builds on recent AI launches and sector-specific agents, reinforcing a focus on automation, modernization and developer productivity. Investors may watch for evidence of adoption in large client engagements, updates on enablement programs, and how this aligns with broader regulatory and operational developments disclosed in recent filings.
Key Terms
ai software engineer technical
agentic services suite technical
autonomous engineering technical
AI-generated analysis. Not financial advice.
Integrated capabilities of AI Software Engineer Devin and Infosys Topaz Fabric™ to accelerate software development, boost engineering productivity, and deliver faster time-to-market
After using Devin for the past six months and seeing significant improvement across both engineering quality and efficiency, Infosys will integrate Devin into its internal engineering teams, embed Devin within client delivery models, and enable deployment within customers' engineering environments. To scale adoption, Infosys and Cognition are collaborating on shared engineering frameworks and enablement programs designed to bring the integrated capabilities of Infosys Topaz Fabric and Devin to engineers across industries.
Infosys Topaz Fabric and Devin will automate brown field engineering, tech debt reduction and modernization, while creating virtual engineers to resolve complex production and maintenance challenges. To ensure secure, enterprise-grade adoption, Infosys and Cognition will jointly develop industry-specific solutions, AI-native modernization blueprints, and scalable engineering frameworks, supported by co-innovation labs and enablement programs. Leading the first wave of joint client engagements, Infosys' Financial Services practice is already using Devin to transform engineering delivery across banking, payments, capital markets, insurance, and wealth management.
Scott Wu, Founder & CEO, Cognition, said, "We are thrilled to collaborate with Infosys to bring the power of autonomous and agentic AI engineering to some of the world's most complex enterprises. Infosys' Exponential Engineering offering perfectly complements our mission to redefine how software is built. Infosys Topaz Fabric and Devin together offer unmatched capability from real-time developer augmentation to fully autonomous engineering execution. Infosys is the first large digital services and consulting firm to deploy agentic tools at this scale. By combining Infosys' deep industry expertise with our platform, we are enabling clients to dramatically accelerate time-to-market, enhance ROI and unlock a new era of engineering transformation."
Salil Parekh, Chief Executive Officer & Managing Director, Infosys, said, "Our collaboration with Cognition marks a significant step forward in accelerating AI value realization for global enterprises. By integrating Cognition's advanced agentic and autonomous engineering expertise with our industry leading domain and delivery capabilities, we are creating a differentiated value proposition for the market. This synergy is further enhanced by Infosys Topaz Fabric, which will serve as a catalyst for modernization and innovation for clients to achieve their strategic objectives."
About Cognition
Cognition is the leading AI coding agent company and makers of Devin, the first AI software engineer. Cognition is building collaborative AI teammates that enable engineers to focus on more interesting problems and empower engineering teams to strive for more ambitious goals. The company is led by a team of world-class engineers, gold medalist coders, former founders, and leaders from companies at the cutting edge of AI.
About Infosys
Infosys is a global leader in next-generation digital services and consulting. Over 320,000 of our people work to amplify human potential and create the next opportunity for people, businesses, and communities. We enable clients in 59 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer clients, as they navigate their digital transformation powered by cloud and AI. We enable them with an AI-first core, empower the business with agile digital at scale and drive continuous improvement with always-on learning through the transfer of digital skills, expertise, and ideas from our innovation ecosystem. We are deeply committed to being a well-governed, environmentally sustainable organization where diverse talent thrives in an inclusive workplace.
Visit www.infosys.com to see how Infosys (NSE, BSE, NYSE: INFY) can help your enterprise navigate your next.
Safe Harbor
Certain statements in this release concerning our future growth prospects, or our future financial or operating performance, are forward-looking statements intended to qualify for the 'safe harbor' under the Private Securities Litigation Reform Act of 1995, which involve a number of risks and uncertainties that could cause actual results or outcomes to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding the execution of our business strategy, increased competition for talent, our ability to attract and retain personnel, increase in wages, investments to reskill our employees, our ability to effectively implement a hybrid work model, economic uncertainties and geo-political situations, technological disruptions and innovations such as artificial intelligence ("AI"), generative AI, the complex and evolving regulatory landscape including immigration regulation changes, our ESG vision, our capital allocation policy and expectations concerning our market position, future operations, margins, profitability, liquidity, capital resources, our corporate actions including acquisitions, and cybersecurity matters. Important factors that may cause actual results or outcomes to differ from those implied by the forward-looking statements are discussed in more detail in our US Securities and Exchange Commission filings including our Annual Report on Form 20-F for the fiscal year ended March 31, 2025. These filings are available at www.sec.gov. Infosys may, from time to time, make additional written and oral forward-looking statements, including statements contained in the Company's filings with the Securities and Exchange Commission and our reports to shareholders. The Company does not undertake to update any forward-looking statements that may be made from time to time by or on behalf of the Company unless it is required by law.
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SOURCE Infosys
FAQ
What did Infosys (INFY) announce about Cognition and Devin on January 7, 2026?
How will Infosys Topaz Fabric and Devin work together for INFY clients?
Which Infosys business unit is first using Devin in INFY engagements?
Will Devin be deployed inside Infosys internal teams for INFY projects?
What enablement measures will INFY and Cognition use to scale Devin adoption?
