At a recent industry event, Infosys chairman Nandan Nilekani addressed growing concerns about artificial intelligence disrupting traditional IT services. Nilekani emphasized that AI is not a threat to established companies like Infosys but rather a tool that rewards those who adapt quickly. He highlighted that Infosys is already working with 90% of its top 200 clients on AI integration, showcasing the company’s proactive approach to leveraging emerging technologies.
Central to this strategy is Infosys’ Topaz platform, which enables enterprises to adopt AI solutions seamlessly. Nilekani reassured attendees that Infosys’ scale, expertise, and client relationships position it strongly in the evolving digital landscape. He noted that while AI is transformative, it cannot replace the depth of trust and execution capabilities that companies like Infosys bring to global clients.
CEO Salil Parekh further underscored the company’s progress, revealing that AI now contributes 5.5% of Infosys’ revenue, amounting to nearly $1 billion annually. This milestone reflects how AI has moved from experimentation to becoming a significant revenue driver. Parekh also announced that Infosys reported $20.2 billion in fiscal 2026 revenue and hired over 20,000 graduates, reinforcing the company’s commitment to growth and talent development.
Looking ahead, Infosys projects a cautious yet steady growth trajectory of 1.5–3.5% into fiscal 2027, acknowledging global economic uncertainties. However, the company remains optimistic about the long‑term potential of AI services, with industry estimates placing the market at $300–400 billion by 2030.
Nilekani’s remarks serve as a reminder that while AI is reshaping industries, established players with strong foundations are well‑positioned to thrive. Infosys’ ability to integrate AI into client operations, coupled with its investments in platforms like Topaz, demonstrates how legacy IT firms can evolve without being displaced.
For stakeholders, the message was clear: Infosys is not only embracing AI but also turning it into a growth engine, ensuring relevance and resilience in a rapidly changing digital economy.
