Anthropic announced Monday it opened its first India office in Bengaluru while unveiling a strategic partnership with Infosys to develop enterprise AI solutions across telecommunications, financial services, manufacturing, and software development, positioning Claude for deeper penetration into India's heavily regulated industries as the country emerges as the AI company's second-largest market globally.
The collaboration, announced at the India AI Impact Summit in New Delhi, integrates Anthropic's Claude models and Claude Code with Infosys Topaz, the Indian IT giant's AI-first platform, to help companies automate complex workflows and adopt AI with the governance and transparency that regulated industries require. Infosys shares climbed more than 4% on the news.
India Accounts for 6% of Global Claude Usage
India now accounts for approximately 6% of global Claude usage, second only to the United States, with much of that activity concentrated in programming and software development. Anthropic said nearly half of Claude usage in India involves building applications, modernizing systems, and shipping production software, reflecting the country's developer community doing "some of the most technically intense AI work we see anywhere."
The announcement comes as India's $280 billion IT services industry faces mounting fears about AI disruption. Indian IT stocks went into freefall earlier this month after Anthropic launched enterprise AI tools claiming to automate tasks across legal, sales, marketing, and research roles, raising existential questions about labor-intensive outsourcing business models.
Agentic AI Focus for Enterprise Workflows
A core focus of the collaboration is agentic AI—systems that go beyond answering questions to independently handling multi-step tasks like processing claims, generating and testing code, or managing compliance reviews. Using tools like the Claude Agent SDK, Infosys and Anthropic will help clients build AI agents that work persistently across long, complex processes rather than one-off interactions.
The partnership will launch with a dedicated Anthropic Center of Excellence focused on telecommunications, where AI agents will help carriers modernize network operations, streamline customer lifecycle management, and improve service delivery in one of the most operationally complex and heavily regulated industries globally.
In financial services, AI agents will help firms detect and assess risk faster, automate compliance reporting, and deliver personalized customer interactions. In manufacturing and engineering, Claude will accelerate product design and simulation, reducing R&D timelines.
Infosys Already Deploying Claude Code Internally
Infosys said it is already deploying Claude Code internally to write, test, and debug code, building expertise that will be applied to client work. AI-related services generated revenue of ₹25 billion (around $275 million), or 5.5% of Infosys's total revenue of ₹454.8 billion (about $5 billion) in the December quarter. Rival Tata Consultancy Services previously disclosed its AI services generate about $1.8 billion annually, or around 6% of revenue.
"There's a big gap between an AI model that works in a demo and one that works in a regulated industry—and if you want to close that gap, you need domain expertise," said Dario Amodei, CEO and Co-founder of Anthropic. "Infosys has exactly that kind of expertise across important industries: telecom, financial services, and manufacturing."
Legacy System Modernization
The collaboration will also help organizations modernize legacy systems, combining Infosys Topaz and Claude to accelerate migration and reduce the cost of updating aging infrastructure. Claude Cowork will help teams automate routine work like document summarization, status reporting, and review cycles across enterprise operations.
"AI is not just transforming business, it is redefining the way industries operate and innovate," said Salil Parekh, CEO and Managing Director of Infosys. "Our collaboration with Anthropic marks a strategic leap toward advancing enterprise AI, enabling organizations to unlock value and become more intelligent, resilient, and responsible."
The partnership positions Anthropic to compete more directly with OpenAI in the Indian market, where Sam Altman revealed Sunday that ChatGPT has 100 million weekly active users—India's second-largest market after the United States. Claude is now available on all three major cloud platforms: Amazon Bedrock, Google Cloud Vertex AI, and Microsoft Azure.
