Infosys Shares Surge 6 Percent as Anthropic AI Warning Fuels Nifty IT Rally

Infosys shares jumped 6% as traders reacted to Anthropic’s warning that AI model training speed may slow, a factor that investors see as both a risk and a catalyst for short‑term buying in the Indian IT space.

Nifty IT Index rose over 5%, with HCLTech, TCS and Infosys leading the gain, marking the strongest sector move in weeks and underscoring broad investor confidence despite the emerging AI slowdown concerns.

Anthropic cautioned that its AI development pace could decelerate, prompting analysts to flag potential revenue pressure on Indian IT firms that rely heavily on AI contracts and prompting a reassessment of risk exposure.

Analysts note CLSA has downgraded TCS, Infosys and Wipro, cutting target prices, while the same firms announced deployment of more than 200,000 Microsoft Copilot licenses, a move seen as a hedge against the AI slowdown and a source of near‑term earnings boost.