Infosys Expands Collaboration with GlobalFoundries for AI-led Services
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 23 2026
0mins
Infosys (INFY) announced an expanded multi-year collaboration with GlobalFoundries (GFS) to deliver AI-led managed services across GF's enterprise IT landscape. Through this collaboration, Infosys will manage GF's end-to-end application, infrastructure, data and service desk operations. GF selected Infosys based on its proven track record as an incumbent technology provider and its deep semiconductor domain expertise. The engagement is designed to elevate GF's IT operations by transitioning from externally supported operations to a true managed services model driven by AI, automation, and continuous optimization.
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Analyst Views on INFY
Wall Street analysts forecast INFY stock price to rise
6 Analyst Rating
1 Buy
5 Hold
0 Sell
Hold
Current: 10.880
Low
17.00
Averages
18.95
High
22.80
Current: 10.880
Low
17.00
Averages
18.95
High
22.80
About INFY
Infosys Limited is an India-based company which provides digital services and consulting. The Company enables clients in approximately 63 countries to navigate their digital transformation powered by cloud and artificial intelligence (AI). Its segments include Financial Services; Retail; Communication; Energy, Utilities, Resources and Services; Manufacturing; Hi-Tech; Life Sciences, and All other segments. The Company's solutions have been primarily classified as digital and core. Its digital solutions include experience, insight, innovate, accelerate, and assure. Its experience solutions include Infosys Aster, Digital Marketing, Digital Commerce and Infosys Metaverse Foundry. Its insight solutions include Infosys Topaz, Infosys Generative AI Labs, Data Analytics and AI, Infosys Sustainability Services and Applied AI. Its core solutions include application management services, proprietary application development services, traditional enterprise application implementation and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Weak Revenue Growth: While India's top six IT firms are expected to report around 14% year-on-year revenue growth in rupee terms, stripping out exchange rate effects reveals a mere 2.8% growth, highlighting significant industry challenges.
- Hiring Slowdown: As AI tools become more prevalent, software firms are slowing their hiring processes, with TCS's chairman indicating that the balance between AI agents and employees is approaching, reflecting the urgency of industry transformation.
- Poor Market Performance: The Nifty IT index fell 9.5% in the June quarter, making it the worst-performing major sector in India, indicating the potential threat of AI disruption to traditional labor-intensive business models.
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- Resource Integration: This platform consolidates curated content from ANA, LIONS, and the Infosys Knowledge Institute, providing a secure conversational interface that enables CMOs to quickly access analysis based on case studies, facilitating more informed business decisions.
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- Subdued Earnings Outlook: Despite the typical strength of the April-to-June quarter for India's IT sector, analysts predict subdued performance due to AI-driven pricing pressures and weak client spending, potentially delaying recovery hopes.
- Weak Revenue Growth: While India's top six IT firms are expected to report around 14% year-on-year revenue growth in rupee terms, stripping out exchange rate effects reveals a mere 2.8% growth, highlighting significant industry challenges.
- Hiring Slowdown: As AI tools become more prevalent, software firms are slowing their hiring processes, with TCS's chairman indicating that the balance between AI agents and employees is approaching, reflecting the urgency of industry transformation.
- Poor Market Performance: The Nifty IT index fell 9.5% in the June quarter, making it the worst-performing major sector in India, indicating the potential threat of AI disruption to traditional labor-intensive business models.
See More
ETF Component Trading Dynamics Analysis
- Infosys Trading Performance: On Thursday, Infosys saw over 11.4 million shares traded, with a price increase of approximately 4.7%, indicating strong investor confidence in its growth prospects, which may attract further capital inflows.
- Ambev Trading Situation: Ambev's stock price decreased by about 0.6% on a volume exceeding 11.1 million shares, reflecting market concerns over its performance, which could impact its short-term investment appeal.
- United Microelectronics Underperformance: United Microelectronics lagged within the Dimensional Emerging Markets High Profitability ETF, trading down approximately 5.3%, potentially prompting investors to reassess its allocation within the ETF.
- Overall ETF Dynamics: The unusual trading volume of this ETF indicates heightened market interest in its components, which may signal future market volatility and investment opportunities.
See More
Asian Equities Rise as ADRs Track Higher in the US
- Market Dynamics: Asian equities showed strong performance during US trading hours on Wednesday morning, reflecting investor optimism regarding global economic recovery, which in turn boosted related American Depositary Receipts (ADRs).
- Investor Confidence: With improving US economic data, the market holds a positive outlook on the earnings prospects of Asian companies, which is expected to attract further foreign capital inflows and enhance market vitality.
- Regional Performance: Major stock indices in Japan, South Korea, and China all experienced gains, indicating signs of economic recovery in the region, particularly in the technology and consumer goods sectors.
- External Factors: Expectations surrounding changes in the Federal Reserve's monetary policy are also influencing investor sentiment, prompting a shift of funds towards risk assets and further driving the rise of Asian equities.
See More
Infosys Partners with Sentara to Enhance Healthcare Efficiency through AI
- Strategic Collaboration: Infosys has partnered with Sentara to enhance healthcare efficiency through AI-driven transformation, aiming to support clinical operations and improve patient experiences, which is expected to significantly boost hospital operational efficiency.
- AI Infrastructure Development: Leveraging Infosys Topaz Fabric, a scalable AI infrastructure is being built to unify data, applications, and workflows, enabling Sentara to embed AI into core hospital workflows and drive digital transformation.
- High-Value Use Case Prioritization: The collaboration emphasizes responsible AI design and operational readiness, assisting Sentara in prioritizing high-value use cases and scaling successful pilots to ensure effective AI application across healthcare systems.
- Enhancing Patient Experience: By embedding AI into daily workflows, Sentara aims to improve operational speed and consistency while maintaining a strong focus on patient and caregiver experiences, further strengthening its competitive position in the healthcare industry.
See More
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- AI Platform Launch: Infosys, in collaboration with the ANA Global CMO Growth Council and LIONS, has introduced the CMO AI Hub, which leverages Infosys Aster to facilitate peer learning among CMOs, enhancing decision-making efficiency and driving marketing innovation through AI technology.
- Knowledge Sharing Mechanism: The Hub integrates expert insights from ANA, LIONS, and the Infosys Knowledge Institute, providing a secure user interface that allows CMOs to articulate business challenges in natural language and receive in-depth insights based on research and case studies, thus promoting faster decision-making.
- Industry Demand Response: The launch of the CMO AI Hub reflects a shared concern among CMOs regarding the impact of AI, aiming to assist them in maintaining a competitive edge in a rapidly changing market environment and addressing complex business challenges through collective intelligence.
- Strategic Partnership Deepening: This release complements the CMO AI Playbook, which offers practical guidance based on extensive research findings, further solidifying Infosys's leadership position in the global marketing sector and promoting sustainable industry development.
See More
Infosys Launches CMO AI Hub Platform for Marketing Leaders
- Platform Innovation: Infosys, in collaboration with the ANA Global CMO Growth Council and LIONS, has launched the CMO AI Hub, designed to enhance peer learning among global marketing leaders through AI, thereby improving decision-making efficiency and market responsiveness.
- Resource Integration: This platform consolidates curated content from ANA, LIONS, and the Infosys Knowledge Institute, providing a secure conversational interface that enables CMOs to quickly access analysis based on case studies, facilitating more informed business decisions.
- Industry Demand Response: The launch of the CMO AI Hub addresses the urgent need among marketing leaders to understand the implications of AI, helping them grasp its applications and potential impacts on their businesses, thus driving growth in marketing functions.
- Collective Intelligence Application: By transforming the experiences of top CMOs into an always-accessible resource, the CMO AI Hub not only enhances the quality of marketing decisions but also reinforces the central role of marketing in driving corporate growth.
See More
