Infosys positioned to tap into an AI opportunity worth up to $400 billion by 2030: Nandan Nilekani
Infosys Chairman Nandan Nilekani stated that the company is well-positioned to capture a $300-$400 billion market opportunity in AI services by 2030. He emphasized that AI will drive legacy modernization and create new demand for integrating intelligent systems into enterprise operations.
Why it matters
This highlights the strategic pivot of major IT service providers toward AI-first business models to remain relevant in a shifting technological landscape.
Infosys was already collaborating with 90% of its top 200 clients on their AI journeys, as the industry was going through a major technology transition, and this has positioned Infosys well to tap into an AI-first services opportunity of $300 to $400 billion by 2030, Infosys Chairman Nandan Nilekani said while addressing shareholders at the company’s 45th Annual General Meeting on Tuesday (June 23, 2026).
The article summarizes corporate statements and shareholder meeting highlights in a balanced, informative manner.
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