Anthropic Fable 5 and Mythos 5 Shutdown: India’s IT Giants Bet Big on Western AI Models but at What Cost to Independence?

Mumbai, June 15: Anthropic’s Claude and OpenAI’s GPT models are no longer just chatbots. For India’s $280 billion IT services industry, they have become foundational infrastructure — the engines powering a sweeping transformation in how TCS, Infosys, HCLTech and Wipro sell their services to the world. 

Infy & Anthropic 

The dependency is deep and growing. In February 2026, Infosys (NSE: INFY) and Anthropic announced a strategic collaboration to integrate Claude models and Claude Code into Infosys Topaz, the company’s agentic AI platform, targeting regulated industries such as telecom, financial services and manufacturing. The tie-up included a dedicated Anthropic Centre of Excellence — effectively a joint development lab — focused initially on telecommunications. India, Anthropic has noted, is already Claude’s second-largest market globally, with usage heavily skewed towards programming tasks. 

TCS: Azure OpenAI and GitHub Copilot 

Tata Consultancy Services (NSE: TCS) has anchored its generative AI enterprise play firmly to Microsoft’s stack. The company has built its AI advisory framework — Discovery, Assessment, Ideation, and Strategy (DAIS) — around Azure OpenAI and GitHub Copilot, training tens of thousands of engineers in the process. TCS Optumera, its retail intelligence platform, runs on Microsoft Azure and leverages OpenAI’s language models to automate merchandising and supply chain decisions. Through its expanded Microsoft partnership, TCS is helping Global 2000 clients deploy OpenAI models at scale, with a structured approach to AI readiness and governance. 

HCL Tech: One of OpenAI’s First Global Services Partners 

HCL Technologies (NSE: HCLTech) moved earliest and most directly. In June 2025, it signed a multi-year strategic collaboration with OpenAI — making it one of the first global IT services companies to do so. Under the agreement, OpenAI’s models, including ChatGPT Enterprise and the OpenAI APIs, are being embedded across HCLTech’s proprietary platforms: AI Force, AI Foundry, and its suite of industry-specific accelerators. HCLTech also rolled out ChatGPT Enterprise internally, putting OpenAI tools in the hands of its own 223,000-strong workforce. 

The Dependency Question 

The strategic logic is clear: Indian IT firms have unmatched domain expertise and client relationships across banking, telecom and healthcare, but they do not build frontier AI models. By integrating Claude, GPT-4o or Azure OpenAI into their delivery platforms, they can offer clients production-ready, compliant AI agents rather than pointing them to raw APIs. Infosys CEO Salil Parekh has described the shift as AI “redefining the way industries operate.” 

But the arrangement also embeds a structural dependency. Indian IT majors are increasingly resellers and integrators of intellectual property developed in San Francisco — with pricing, access and model behaviour determined by Anthropic, OpenAI and Microsoft. As Infosys itself has disclosed, AI-related services generated approximately Rs 2,500 crore, or around 5.5% of quarterly revenue in recent quarters — a number expected to climb steeply. The question facing the sector is whether that growth accrues to the integrators in Bengaluru and Noida, or to the model providers in California. 

Sources

• Infosys-Anthropic press release, infosys.com (Feb 17, 2026) — https://www.infosys.com/newsroom/press-releases/2026/advanced-enterprise-ai-solutions-industries.html | HCLTech-OpenAI press release, hcltech.com (Jun 30, 2025)
• https://www.hcltech.com/press-releases/hcltech-and-openai-collaborate-drive-enterprise-scale-ai-adoption | TCS-Microsoft Azure OpenAI, tcs.com
• https://www.tcs.com/what-we-do/services/cloud/microsoft/solution/tcs-generative-ai-enterprise-adoption-azure