INFY

Bets Big on AI-First GCCs

is accelerating its focus on Global Capability Centres (GCCs), a trend that threatens traditional outsourcing but offers new growth opportunities. The Bengaluru-based IT major has created a dedicated GCC practice, embedding its Topaz AI suite into all deals, and is incubating client-owned tech hubs within its campuses. With India’s GCC sector projected to reach $105 billion by 2030, Infosys aims to capture market share by transforming GCCs into AI-first enterprises. Strategic Moves Dedicated GCC practice: ~100 employees, half external hires with GCC-building experience. AI integration: Topaz mandated in all GCC contracts; smaller AI models used for simpler tasks. Anthropic’s Claude: integrated for BFSI, telecom, and manufacturing clients, writing 70–90% of code in some cases. Incubation centres: GCC setups embedded across Infosys’s 22 delivery locations, with dedicated seating for clients. Repeatable frameworks: Agent-based AI systems to standardize GCC design, scaling, and integration. Industry Context India GCC footprint: ~1,760 centres today; projected 2,200 by FY30. Peers: HCLTech, Tech Mahindra, Mphasis, and Hexaware also investing in GCC-focused units and advisory services. Market size: Nasscom estimates $105 billion by FY30. Shift in client strategy: Multinationals insourcing via GCCs to leverage India’s talent and cost advantage, reducing outsourcing revenues for IT firms. Conclusion Infosys’s GCC strategy reflects a paradoxical pivot: cannibalizing outsourcing revenues to capture GCC growth. By embedding AI-first capabilities, leveraging Topaz, and incubating centres within its campuses, Infosys is positioning itself as a partner in GCC transformation rather than a competitor. Execution will determine whether this pivot offsets outsourcing headwinds and secures leadership in India’s fast-growing GCC ecosystem.