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  • By Team Kalkine
  • Feb 18, 2026

Infosys (NSE:INFY) Launches AI First Value Framework, Eyes $400B Global AI Opportunity

Infosys (NSE:INFY) Launches AI First Value Framework, Eyes $400B Global AI Opportunity

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Highlights

  • Infosys unveils AI First Value Framework to help enterprises scale AI adoption globally.
  • Company targets an incremental AI services opportunity of USD 300–400 billion by 2030.
  • Over 4,600 AI projects underway with 30+ new offerings across six strategic value pools.

Infosys (NSE:INFY), a leading global IT services and consulting company, has launched its AI First Value Framework to enable enterprises to unlock AI value at scale. By leveraging its advanced generative and agentic AI suite, Infosys Topaz™, the company aims to capture a projected USD 300–400 billion incremental AI services opportunity by 2030, according to a recent Nasscom–McKinsey report.

The framework marks a significant step in expanding AI-first services while also enhancing existing offerings across industries.

AI Strategy and Execution
The framework follows a two-pronged strategy: capturing new demand for AI-first services and integrating AI into existing services to increase client value. It focuses on six core value pools. First, AI Strategy & Engineering helps enterprises design and implement AI strategies, platforms, and architectures, orchestrating AI agents, proprietary platforms, and third-party tools to establish a unified enterprise AI model.

Second, Data for AI prepares both structured and unstructured enterprise data for AI readiness, including AI-grade data engineering, fingerprinting, and synthetic data services, converting raw data into a trusted strategic asset. Third, Process AI integrates AI agents with human expertise to transform workflows, enhancing efficiency, experience, and outcomes across functions. Fourth, Agentic Legacy Modernization leverages AI to modernize legacy systems progressively, reduce technical debt, and provide agility for changing business demands.

Fifth, Physical AI embeds AI into devices, combining robotics, digital twins, and edge intelligence to enable real-time sensing and action, redefining products and operations where digital meets physical. Finally, AI Trust ensures responsible, secure, and ethical AI practices throughout the AI lifecycle, including governance, risk assessments, and compliance, allowing enterprises to scale AI confidently.

Market Presence and Client Engagement
Infosys is collaborating with 90% of its top 200 clients on AI adoption, with more than 4,600 AI projects currently underway. The company has introduced over 30 new service offerings aligned with the six value pools. Leadership emphasizes that while AI agents can automate tasks and improve productivity, IT services companies are essential for systems integration, governance, and large-scale transformation, providing the foundation for enterprises to fully leverage AI-driven change.

Stock Performance
Shares of Infosys closed at  1,373.20, down 1.29% today.

The launch of the AI First Value Framework positions Infosys to lead in AI-first services, helping enterprises scale AI adoption, optimize processes, and innovate at scale. The company’s extensive client engagement and portfolio of AI projects underscore its role in enabling enterprise AI transformation and capturing a multi-hundred-billion-dollar market opportunity.

FAQs

Q1: What is the Infosys AI First Value Framework?
It is a strategic framework designed to help enterprises implement AI at scale across six value pools.

Q2: How large is the AI services opportunity Infosys is targeting?
Infosys aims to capture an estimated USD 300–400 billion by 2030.

Q3: How many AI projects does Infosys currently have underway?
Infosys has over 4,600 AI projects in progress, along with more than 30 new service offerings.

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