Infosys Unveils AI First Value Framework: Uniquely Positioned to Capture New AI Services Opportunity of Over $300 Billion

Rhea-AI Summary

Infosys (NYSE:INFY) unveiled an AI First value framework on Feb 17, 2026, built around its Infosys Topaz suite to capture an incremental AI services opportunity of USD 300–400 billion by 2030.

The framework targets six value pools, cites collaboration with 90% of its top 200 clients, >4,600 AI projects underway, and 30+ new service offerings to scale AI-first and AI‑augmented services.

Positive

• Addressable market of USD 300–400 billion by 2030
• Collaborating with 90% of top 200 clients on AI
• 4,600+ AI projects currently underway
• Launched 30+ new AI service offerings

Negative

• None.

Key Figures

AI services opportunity: USD 300-400 billion Target year: 2030 Client penetration: 90 percent of top 200 clients +4 more

7 metrics

AI services opportunity USD 300-400 billion Incremental AI first services opportunity by 2030 (Nasscom–McKinsey report)

Target year 2030 Timeframe for capturing incremental AI first services opportunity

Client penetration 90 percent of top 200 clients Share of top 200 clients collaborating with Infosys on AI journeys

AI projects more than 4,600 Number of AI projects underway with clients

AI service offerings over 30 New service offerings across six AI value pools

AI value pools six Number of AI value pools targeted in Infosys’ framework

Experience duration over four decades Infosys’ experience guiding clients through technology shifts

Market Reality Check

Price: $14.72 Vol: Volume 19,837,704 vs 20-d...

normal vol

$14.72 Last Close

Volume Volume 19,837,704 vs 20-day avg 14,305,077 (relative volume 1.39x). normal

Technical INFY at $14.72 is trading below its 200-day MA of $17.51, despite a 3.59% gain.

Peers on Argus

INFY is up 3.59% on strong AI positioning while close peers show mixed moves (e....

1 Down

INFY is up 3.59% on strong AI positioning while close peers show mixed moves (e.g., CTSH +1.01%, WIT +2.18%, FIS -0.68%, FI -0.17%), indicating a stock-specific response.

Previous AI Reports

5 past events · Latest: Jan 28 (Positive)

Same Type Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 28	AI experiences launch	Positive	-1.0%	AI-first fan and accessibility experiences at Australian Open 2026.
Jan 23	AI hub expansion	Positive	-0.3%	New Zurich office as AI and digital transformation hub.
Jan 07	Gen AI partnership	Positive	+0.7%	Strategic collaboration with AWS to accelerate generative AI adoption.
Dec 16	AI culture report	Positive	-0.1%	Report with MIT on psychological safety’s role in AI success.
Nov 17	AI GCC model launch	Positive	+0.7%	AI-first GCC model to transform capability centers into innovation hubs.

Pattern Detected

AI-related announcements have generally produced modest moves for INFY, with several positive AI updates met by flat-to-negative price reactions and only a few small positive alignments.

Recent Company History

Recent news shows Infosys steadily deepening its AI strategy, from collaborations with AWS and Tennis Australia to expanding AI-focused offices and models. Prior AI releases often highlighted generative and agentic AI via Infosys Topaz and ecosystem partnerships, yet price reactions clustered around small gains or modest declines (typically within about ±1%). Today’s AI-first value framework and $300–400 billion services opportunity fits this ongoing narrative of building a comprehensive AI services platform rather than a one-off shift.

Historical Comparison

+0.0% avg move · Across recent AI announcements, INFY’s average move was about 0.02%. Today’s 3.59% gain on the AI-fi...

AI

+0.0%

Average Historical Move AI

Across recent AI announcements, INFY’s average move was about 0.02%. Today’s 3.59% gain on the AI-first value framework is notably stronger than past AI-tagged reactions.

AI-tagged news has evolved from launching AI models and cultural reports to large-scale partnerships, regional AI hubs, and now a holistic AI-first value framework targeting sizable services pools.

Market Pulse Summary

This announcement outlines an AI-first value framework anchored to a sizable USD 300-400 billion ser...

Analysis

This announcement outlines an AI-first value framework anchored to a sizable USD 300-400 billion services opportunity by 2030, spanning six AI value pools and leveraging Infosys Topaz. Context from recent AI-tagged news shows a steady build-out of partnerships, regional AI hubs, and operating models. Investors may watch how the company converts its work with 90% of its top 200 clients and 4,600+ AI projects into revenue growth, margins, and deal wins in upcoming financial reports.

Key Terms

generative ai, agentic ai, ai agents, digital twins, +3 more

7 terms

generative ai medical

"harnessing the power of its industry-leading generative and agentic AI suite"

Generative AI is a type of computer technology that can create new content, like text, images, or music, on its own. It’s important because it can produce realistic and useful material quickly, which could change how we create art, write stories, or even develop new products. Think of it as a smart robot that can invent and produce things almost like a human.

agentic ai technical

"its industry-leading generative and agentic AI suite, Infosys Topaz™"

Agentic AI refers to computer systems that can make their own decisions and take actions without needing someone to tell them what to do each time. It's like giving a robot a degree of independence to solve problems or achieve goals on its own, which matters because it could change how we work and interact with technology in everyday life.

ai agents technical

"By orchestrating AI agents, proprietary platforms, and third-party tools"

AI agents are computer programs designed to perform tasks or make decisions automatically, often by learning from data and adapting to new information. They act like virtual assistants or robots that can handle complex activities without human intervention, which can help businesses and individuals save time and improve efficiency. For investors, AI agents matter because they can enhance decision-making and automate processes that influence markets and financial outcomes.

digital twins technical

"By combining digital twins, robotics, autonomous systems, and edge intelligence"

Digital twins are virtual replicas of physical objects, systems, or processes that simulate their real-world counterparts in real time. They allow users to monitor, analyze, and predict how the actual entity will behave under different conditions. For investors, digital twins can provide valuable insights into performance and potential risks, helping to make better-informed decisions.

autonomous systems technical

"digital twins, robotics, autonomous systems, and edge intelligence, organizations can reimagine"

Autonomous systems are machines or technology that can operate and make decisions on their own, without needing constant human guidance. They use sensors, software, and rules to perform tasks independently, much like a self-driving car navigating traffic. For investors, understanding autonomous systems is important because they are transforming industries, increasing efficiency, and creating new opportunities for innovation and growth.

edge intelligence technical

"autonomous systems, and edge intelligence, organizations can reimagine products"

Edge intelligence is the ability for devices and local systems to collect, analyze and act on data right where it’s produced, rather than sending everything to a distant cloud for processing. Like a shopkeeper deciding at the checkout instead of phoning the head office, it speeds decisions, cuts communication costs, and can improve privacy and reliability. For investors it matters because companies that use edge intelligence can operate more efficiently, offer faster or smarter products, and reduce ongoing cloud expenses, potentially boosting margins and competitive position.

ethical ai regulatory

"Ensure AI systems and agents embrace responsible, secure, and ethical AI practices"

Ethical AI means building and using artificial intelligence systems so they behave fairly, transparently, and responsibly, protect people’s privacy, and follow laws and social norms. For investors, ethical AI matters because it lowers the risk of costly lawsuits, fines, or reputational damage and makes AI-based products and decisions more trustworthy to customers and regulators—like hiring a referee who follows clear rules so the game runs smoothly and people have confidence in the outcome.

AI-generated analysis. Not financial advice.

BENGALURU, India, Feb. 17, 2026 /PRNewswire/ -- Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), a global leader in next generation digital services and consulting, today unveiled its AI first value framework to help global enterprises unlock AI value at scale, harnessing the power of its industry-leading generative and agentic AI suite, Infosys Topaz™. This move opens a new frontier in IT services and will enable the company to tap into an incremental AI first services opportunity of USD 300-400 billion by 2030, according to a recent Nasscom - McKinsey Report.

Infosys has a two-pronged strategy for AI: Capture new demand for AI first services across six value pools and augment existing services with AI to expand wallet share.

1. AI Strategy & Engineering: Design and implement AI strategies, platforms, and architectures tailored to business needs. By orchestrating AI agents, proprietary platforms, and third-party tools on purpose-built infrastructure, enterprises can move beyond experimentation to establish a unified, enterprise-wide AI operating model.
2. Data for AI: Prepare enterprise data, both structured and unstructured, for AI model readiness. By building AI-ready data platforms and applying AI-grade data engineering (including finger printing and synthetic data services), organizations can convert raw data into a trusted strategic asset that fuels advanced analytics, predictive intelligence, and more informed, real-time decision-making.
3. Process AI: Transform core business processes by integrating AI agents and human expertise, with a focus on redesigning end-to-end workflows. It enables domain-aware agents to work alongside humans to drive step-change improvements in efficiency, experience and deliver business outcomes across functions and industries.
4. Agentic Legacy Modernization: Leverage AI agents to reverse-engineer existing estates, understand their intent and progressively modernize them without disruption. This helps enterprises reduce technical debt while gaining the agility to respond to changing business demands.
5. Physical AI: Design intelligent products and embed AI into physical devices so they can capture sensor data, interpret signals, and take real-time action. By combining digital twins, robotics, autonomous systems, and edge intelligence, organizations can reimagine products, operations, and experiences where digital and physical converge.
6. AI Trust: Ensure AI systems and agents embrace responsible, secure, and ethical AI practices across their entire lifecycle. From embedding risk assessments and policy design to security testing and governance enterprises can scale AI with confidence while meeting regulatory, ethical, and risk expectations.

Infosys is leveraging its purpose-built, composable and open agentic services suite Infosys Topaz Fabric™ and its collaboration with AI disruptors to deliver both AI augmented and AI First Services to clients. 

Infosys is collaborating with 90 percent of its top 200 clients on their AI journeys and has more than 4600 AI projects underway. It has developed over 30 new service offerings across the six value pools. Clients see Infosys as their preferred partner to unlock AI value and deliver business outcomes on revenue growth, cost optimization, and innovation.

To learn more about our strategic AI-first collaboration with GE Vernova, watch this video.

Nandan Nilekani, Co-founder and Chairman, Infosys, said, "IT services companies will play an even more critical role in the AI era. While AI agents can automate tasks and enhance productivity, enterprises still require deep systems integration, governance, trust frameworks, and large-scale transformation capabilities to fundamentally re-engineer their businesses. As an AI-first company with over four decades of experience in guiding clients through technology shifts, Infosys is uniquely positioned to orchestrate AI across complex ecosystems and unlock significant value from the expanding global AI services opportunity."

Salil Parekh, CEO and MD, Infosys, said, "We see AI as a powerful enabler for the services industry and our AI First value framework uniquely positions Infosys to capture market share across these six value pools. Our clients trust us as their preferred partner for AI transformation - from strategy through execution as we help them unlock AI value at scale." 

About Infosys

Infosys is a global leader in next-generation digital services and consulting. Over 330,000 of our people work to amplify human potential and create the next opportunity for people, businesses, and communities. We enable clients in 63 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.

Logo: https://mma.prnewswire.com/media/633365/5460444/Infosys_Logo.jpg 

 

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SOURCE Infosys

FAQ

What is Infosys announcing on Feb 17, 2026 about AI (INFY)?

Infosys announced an AI First value framework on Feb 17, 2026 to scale AI services. According to the company, the framework leverages Infosys Topaz and targets six value pools across strategy, data, process, modernization, physical AI, and AI trust.

How large is the AI services opportunity Infosys (INFY) cites?

Infosys cites an incremental AI services opportunity of USD 300–400 billion by 2030. According to the company, this estimate references a recent Nasscom–McKinsey report as the market opportunity driving its strategy.

How many clients and AI projects does Infosys (INFY) report engaging on AI?

Infosys says it is collaborating with 90% of its top 200 clients and has over 4,600 AI projects underway. According to the company, these engagements support scaling AI-first and AI-augmented services globally.

What are the six value pools in Infosys's (INFY) AI First framework?

The six value pools are AI Strategy & Engineering; Data for AI; Process AI; Agentic Legacy Modernization; Physical AI; and AI Trust. According to the company, each pool maps to concrete services for scaling enterprise AI.

What role does Infosys Topaz play in INFY's AI strategy?

Infosys Topaz™ and Topaz Fabric™ form the company’s composable agentic services suite for delivering AI-first services. According to the company, Topaz enables integration of proprietary and third‑party tools to operationalize enterprise AI at scale.

How many new AI service offerings has Infosys (INFY) introduced?

Infosys has developed more than 30 new service offerings across the six value pools to support AI transformation. According to the company, these offerings are designed to drive revenue growth, cost optimization, and innovation for clients.