Infosys Share Price in Focus; Targets $300-400 Billion AI Services Opportunity

Infosys on Tuesday introduced an AI First Value Framework, as it looks to address an estimated $300-400 billion incremental AI services opportunity by 2030, based on a Nasscom-McKinsey study. The company said the framework is intended to help large enterprises move beyond pilot projects and apply AI across core operations.  

As per the filing, the model is organised around 6 value pools covering different parts of enterprise technology. These include AI strategy and engineering, data for AI, process AI, agentic legacy modernisation, physical AI, and AI trust.  

Emphasis on Data  

Under the strategy and engineering segment, the company plans to design AI platforms and architectures based on client requirements. Another part of the framework focuses on preparing enterprise data, both structured and unstructured, for use in AI models and analytics.  

Workflow Changes 

The process AI segment involves integrating AI agents into business workflows. The legacy modernisation component uses AI tools to analyse and update older technology systems while keeping operations running.  

The physical AI segment looks at the use of AI in connected devices and industrial systems. The AI trust component covers governance, security, and regulatory requirements across AI deployments.  

Platform Support and Client Work 

The framework is supported by Infosys Topaz, the company’s generative and agentic AI suite, along with the Topaz Fabric services layer. These tools combine AI agents, internal platforms, and third-party technologies across enterprise environments.  

Infosys said it is working with around 90% of its top 200 clients on AI-related programmes. The company has over 4,600 AI projects underway and has developed over 30 service offerings across the 6 value pools.  

Read More: Infosys Share Price Gains Over 2%; Partners with Anthropic to Deliver AI Solutions for Complex Industries! 

Infosys Share Price Performance  

As of February 18, 2026, 09:26 am, Infosys share price was trading at ₹1372.30, a 1.36% decrease from the previous closing price. 

Conclusion 

The framework shows a shift towards AI-led projects in enterprise technology spending. Infosys said it expects the approach to support new demand and expand AI-related work with existing clients. 

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