Infosys reveals 5.5% of Q3 revenue from AI services at Investor Day 2026. Anthropic partnership and $300-400B opportunity outlined.

Infosys Reveals AI Makes Up 5.5% of Revenue at Investor Day, Announces Anthropic Partnership

Infosys raises FY26 guidance to 3-3.5% after $4.8B in large deals and a record $1.6B NHS contract. ADRs surge 9% on AI momentum.

Infosys Raises Guidance After $4.8B Deal Quarter, $1.6B NHS Win Anchors AI Pivot