Infosys-Anthropic tie-up signals AI growth opportunities, not market disruption: Sumit Pokharna

Infosys and Anthropic’s AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT firms can benefit from AI advancements. AI is expected to impact IT sector growth over the next three years. Current stock valuations may already reflect AI disruption, creating opportunities for smart investors.