Infosys Bets Big on AI: 20,000 Graduate Hires Signal a Shift in IT Demand
Introduction
Infosys is now increasing its emphasis on artificial intelligence as the global demand for AI-driven services is picking up momentum. The company’s move to recruit 20,000 students in FY27 is a clear indication that it is more confident than ever about the stabilisation of client expenditure in the wake of uncertainty in the technology sector. As businesses are now allocating more funds to AI, automation, and digital transformation, Infosys is witnessing new opportunities in the key service domains.

Infosys’ FY27 Hiring Plan: A Strong Vote of Confidence in AI Growth
Infosys announced this week their plan for additional hiring of 20,000 new graduates during the 2027 fiscal year. This is another indicator of the company’s confidence in continued demand for AI-based solutions as they come available. After many layoffs within the global tech industry, these announcements signal positively for our marketplace and economy. According to CEO Salil Parekh, at last month’s World Economic Forum in Davos, due to increased workloads anticipated for AI technologies starting in 2026, the company expects to see this new hiring commence after another 18,000 new employees join them by the end of fiscal year 2026. Therefore, there is a commitment from Infosys that they are confident about an increasing level of client demand moving into 2027 for services developed with AI-based resources and services.
Transformation of Compression to Growth: Changing Client Budgets in The Current Demand for IT Services + AI
According to Salil Parekh, head of AC Wilton Companies, “We are seeing a clear shift in demand for IT services… as clients are changing their budgets to invest in AI/automation.” In some cases, we have seen traditional sectors being negatively impacted (compression), but we are also beginning to bring back our Al work with more growth opportunities than both negative and positive pressures on them; therefore, we believe that our clients’ overall budgets for IT services are slowly returning to pre-pandemic levels. The shift from direct IT engagements to focus on AI, automation efficiency and business complexity signifies that AI has moved from being an optional investment for future business growth to now being considered critical to future business success. We are aligning the way we build our teams and the type of services that we offer based on the growing movement of budgets from client organisations toward AI technologies.

AI Moving Beyond Pilots To Real Projects At Scale Across all Industries
According to Infosys, AI is moving from concept testing to large scale production implementations in many different service area. Companies are beginning to build AI agents based on multiple foundation models, new types of AI agents are developing in the software development space and also in customer service and modernising legacy applications. In his comments, Parekh indicated that there are already a number of AI driven projects that have been deployed at scale, especially in the Financial Services industry. Out of 25 of the largest Financial Services customers that Infosys works with, 15 of them are using Infosys as an AI partner; therefore, there is a high level of confidence in their AI capabilities. These are not simply proof-of-concept implementations, but real implementations currently running in banks, showcasing how AI is changing the way businesses operate and what is being evaluated in all businesses.
AI-Driven Project Delivery: Updating Your Business Strategies
The landscape for project delivery using artificial intelligence is evolving, while at the same time, changing the way companies price and execute work. Prices for projects are generally still being defined as being when AI agents work in conjunction with human teams, though there are already a limited number of projects currently priced using agent-based pricing. Several pricing models are being developed, although it is anticipated that over time, a baseline for pricing will become established. Clients have expressed cautious optimism about increasing their spending on technology in 2026, as demonstrated by the continued positive economic indicators coming out of the United States. This increased client confidence coupled with an increase in the adoption of artificial intelligence will support Infosys’ plans for aggressive hiring and a focus on next generation digital and AI transformation opportunities.
AI’s Competitive Advantage: What is the Future of Infosys as a Vendor for New Digital/AI Transformation Projects?
This section on AI will highlight how constantly expanding its AI capabilities and large-scale hiring will further enhance Infosys’ market position so that it can aggressively pursue more of the new digital and AI transformation deals from clients as stated in the report. The section will touch on how they have become the AI partner of choice with multiple major customers (especially in the business/financial services industry) and that this trust creates a pathway to developing deeper long-term relationships with clients as more businesses begin to adopt and implement AI within their organizations.
Conclusion
Infosys’s strategy of hiring 20,000 fresh graduates in FY27 is a clear indication of the company’s confidence in the growing demand for AI-driven services. With the increasing focus of clients’ budgets on AI, automation, and scaled implementation, Infosys is aligning its people and delivery strategy with the evolving landscape of demand. Although some of the traditional IT services are under pressure, Infosys’s increasing engagement in practical AI implementations puts the company in a sweet spot for future digital transformation contracts.












