Infosys

Infosys is one of India's largest IT services and consulting firms, headquartered in Bengaluru and founded in 1981 by N.R. Narayana Murthy and six co-founders with a starting capital of $250. The company pioneered the Global Delivery Model that made Indian offshore IT services commercially viable, and it now employs approximately 330,000 people with annual revenue exceeding $18 billion across financial services, retail, energy, and communications clients in more than 50 countries. Infosys is listed on BSE, NSE, and the New York Stock Exchange.

In the current AI cycle Infosys has repositioned itself more aggressively than its peers. Its Topaz AI platform underpins a stated goal of becoming an AI-first services firm, and the company has trained more than 250,000 employees on generative AI tools. Revenue from AI-led engagements is growing, though the firm — like all India IT outsourcers — faces investor scepticism about whether AI productivity gains will boost margins or simply be competed away through lower contract prices. The company appeared across multiple briefings tracking the collapse in India IT market capitalisation following Anthropic's Claude Cowork announcement in early 2026.

Infosys sits at the intersection of two structural forces: on one side, enterprise clients seeking to compress software delivery costs using AI; on the other, a domestic political expectation that India's IT champions will continue to absorb hundreds of thousands of engineering graduates. Its ability to navigate both will define its relevance in the next decade.