Infosys sees $300-400billion AI opportunity by 2030
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Infosys is aggressively eyeing a massive $300-$400 billion opportunity in AI-led services by 2030, a clear signal that the Indian IT giant believes artificial intelligence will supercharge, rather than diminish, its core business. Chairman Nandan Nilekani, addressing shareholders at the company's 45th Annual General Meeting, firmly stated that AI disruptive power is actually compelling enterprises to urgently modernize their outdated systems, thereby creating a colossal new market for tech service providers. This isn't just future gazing; Infosys has already crossed the $1 billion mark in annualised AI services revenue, a figure CEO Salil Parekh confirms is growing faster than the company's overall business. The company's conviction stems from its deep engagement with clients, with 90% of its top 200 already collaborating on AI initiatives, indicating a wide and accelerating adoption curve across industries. Infosys is leveraging its proprietary 'Infosys Topaz' platform and a newly unveiled 'AI-first Value Framework' to help clients integrate AI at scale, moving beyond mere pilot projects. A prime example of this strategy in action is the recently expanded multi-year collaboration with semiconductor manufacturer GlobalFoundries, where Infosys will provide AI-led managed services across its entire IT operations, shifting towards predictive and autonomous service delivery. Looking ahead, Infosys plans to continue investing heavily in talent, recruiting over 20,000 college graduates in Fiscal Year 2026 and training 50,000 employees in AI-centric workflows to meet the escalating demand. The focus will be on bridging the 'AI deployment gap' – the chasm between AI potential and its practical, large-scale implementation within enterprises. This strategic pivot, combining advanced AI models with traditional transaction systems and human oversight, positions Infosys to not just navigate but lead the ongoing digital transformation, promising sustained growth in the 'AI-first' era.