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‘AI Won’t Replace Companies Like Infosys’: Chairman Nandan Nilekani

Artificial Intelligence (AI) will not replace companies such as Infosys, and the company is already working with 90% of its top 200 clients on their AI journeys, Chairman Nandan Nilekani said at the company’s 45th Annual General Meeting on Tuesday.
He underscored the growing role of technology services firms in helping enterprises adopt AI at scale.
Nilekani sought to allay concerns over AI disrupting the traditional IT services model, reiterating that technology would amplify companies that adapt quickly rather than replace them.
He said one of the existential questions being asked of the industry is whether companies such as Infosys would remain relevant if coding becomes largely automated, and argued that software development extends far beyond writing code and requires deep enterprise context, integration with existing technology investments, cybersecurity safeguards, testing, governance, and architecture expertise.
“The AI deployment gap in large enterprise clients is real, and closing that gap is where the work is,” he said.

Infosys to capitalise $400 billion by 2030 on AI
Infosys is looking to capitalise on an AI-first services opportunity estimated at up to $ 400 billion by 2030, Nilekani said.
“Enterprise AI adoption requires extensive testing, resilient technology architecture, cybersecurity safeguards and strong data governance frameworks, areas where technology firms continue to play a critical role,” he said.
“Our clients trust Infosys to bring hard-earned learning to help them navigate the complexities of enterprise AI. Infosys is fully prepared to deliver on that trust and help our clients navigate the next,” Nilekani said.
Infosys chief added that the next growth opportunity would come from integrating AI models and agents with mission-critical enterprise platforms.
The IT major has also recently launched its AI-First Value framework. Earlier, Infosys said it now has over 500 AI agents and is doing AI work with more than 90 percent of its top 200 clients.

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