Infosys has made a big change in its plans. Artificial intelligence is now the main focus for future growth. The company believes AI services could create a huge revenue chance of $300 billion to $400 billion by 2030. This number comes from global studies that show companies will spend heavily on AI across banking, telecom, healthcare, retail, and manufacturing.
The company has launched an “AI-First Value Framework” and a platform called Topaz. These are designed to help businesses use AI quickly and on a large scale. AI is no longer seen as just a support tool. It is expected to drive major digital change over the next ten years.
AI services are already contributing to earnings. During the December quarter of 2026, AI-led offerings accounted for about 5.5% of total revenue. This figure shows that clients are beginning to move from pilot projects to real deployments. Although the share is still small compared to total income, it marks an important shift toward new technology-based services.
At the same time, traditional IT services remain under pressure due to slower global spending. Because of this, the company is focusing strongly on AI-based deals to strengthen long-term growth.
Infosys is working with top AI firms to grow faster. One important partnership is with Anthropic, the company behind Claude AI models. Together, they plan to create special AI tools for industries like telecom, banking, manufacturing, and software development.
These tools are meant to make work easier and faster by handling complex tasks automatically. By using its strong system integration experience along with powerful AI models, Infosys wants to provide ready-made solutions, not just custom advice and services.
The stock market response was mixed. Some investors felt positive about the long-term potential, while others were concerned about short-term profits. As a result, some analysts increased their future price targets, but others stayed cautious.
Demand for AI solutions is growing very fast around the world. Many companies are spending more money on automation, data analysis, and generative AI. Research shows that AI spending will keep rising in the coming years, creating a huge business opportunity for technology service providers.
Infosys believes it can win a good share of this market. It plans to combine cloud services, data management, automation tools, and AI technology to offer complete solutions. Strong growth is expected if companies move from small AI tests to full use across their operations.
The $300–$400 billion figure shows the estimated size of the AI services market by 2030. If Infosys captures a large part of this market, it could greatly increase its revenue and become even stronger among global IT companies.
Despite the optimistic outlook, several challenges remain. Rapid employee reskilling is essential because AI requires new technical skills. Large investments in research, intellectual property, and security systems are also necessary. In addition, clients in regulated sectors demand high levels of safety and compliance.
There is also the risk that AI could reduce demand for certain traditional IT services. Automation may replace some routine work, which could affect revenue from legacy operations. Balancing innovation with stability will be critical.
The next two to three years will be crucial. Success depends on delivering real results for customers, scaling AI projects quickly, and turning pilot programs into long-term contracts. If execution is strong, AI-driven services could become a major source of income by the end of the decade.
Infosys is positioning itself as a leader in the AI transformation wave. With 5.5% of revenue already coming from AI services and a projected $300–$400 billion market opportunity by 2030, the company is betting heavily on intelligent automation and advanced digital systems.
Whether the ambitious revenue vision becomes reality will depend on speed, innovation, and the ability to meet enterprise expectations in a fast-changing global technology landscape.