Can Infosys’ AI-first GCC model transform how global enterprises scale innovation in 2026?

Infosys Limited (NSE: INFY | BSE: INFY | NYSE: INFY) has launched a new AI-first Global Capability Center (GCC) model that aims to redefine the role of GCCs from support engines to core innovation hubs. The specialized offering integrates Infosys Agentic Foundry, EdgeVerve AI Next, and Infosys Topaz to provide enterprises with a fully production-grade AI stack for transforming capability centers across industries.

Announced on November 17, 2025, the AI-first GCC model is designed to help global enterprises set up and scale their GCCs with AI embedded from the start. Infosys Limited is targeting companies that want to move beyond traditional delivery models and create data-centric, AI-powered platforms that accelerate innovation and operational agility.

Infosys Limited brings a strong foundation to this initiative, having already executed more than 100 engagements involving GCC setup and transformation. Some of its existing clients in this space include Lufthansa Systems, Danske Bank, and zooplus. With the new model, Infosys Limited is formalizing its framework into a single platform-driven solution for next-generation enterprise transformation.

How Infosys Limited is positioning GCCs as AI-powered innovation engines

The AI-first GCC model introduced by Infosys Limited brings together three proprietary technologies to power its transformation framework. Infosys Agentic Foundry serves as the foundation for building enterprise-grade AI agents that can operate reliably at scale. EdgeVerve AI Next provides the orchestration layer needed to run applied and agentic AI across the GCC environment. Infosys Topaz serves as the delivery platform that infuses AI across use cases, including generative AI-driven innovation.

This integrated offering enables enterprises to manage the full GCC lifecycle, from strategy and site selection to entity formation, recruitment, operational launch, and long-term AI transformation. According to Infosys Limited, its GCC practice also includes capabilities to support multiple engagement models such as Build-Operate-Transfer, joint ventures, and hosted partnerships. These models offer enterprises the flexibility to scale talent and technology investments in line with business priorities.

Infosys Limited noted that the AI-first model is not just about embedding tools but fundamentally transforming how GCCs deliver value to global headquarters. By bringing together AI assets, reusable IP, talent development systems, and global delivery excellence, Infosys Limited believes it can accelerate time-to-value for GCC initiatives.

What enterprise outcomes are being delivered through Infosys’ GCC deployments?

Infosys Limited has already demonstrated the impact of its AI-first GCC strategy through engagements with leading organizations. Lufthansa Systems worked with Infosys Limited to establish a dedicated capability center that focuses on building aviation software products, safety and efficiency tools, and data-driven platforms that support sustainable aviation. This GCC leverages Infosys Topaz to enable generative AI-powered insights, product innovation, and continuous improvement cycles.

Danske Bank, a major Nordic financial institution, partnered with Infosys Limited two years ago to build out its own AI-first GCC. According to Danske Bank Chief Operating Officer Frans Woelders, the capability center has now become integral to executing the bank’s digital transformation strategy. Infosys Limited helped integrate GitHub Copilot into the software development lifecycle, built reusable generative AI platforms, and scaled them across business domains such as customer service, compliance, risk management, and back-office operations.

These use cases demonstrate how Infosys Limited’s AI-first GCC model is extending far beyond infrastructure and support functions. By delivering production-ready AI capabilities, these centers are generating differentiated outcomes for clients, including faster product delivery, reduced compliance risks, and enhanced customer experiences.

How Infosys Limited differentiates from traditional IT service providers in the GCC space

Infosys Limited is not the only IT services firm playing in the GCC transformation space, but it is positioning its offering around deep AI integration, rather than just location strategy or cost arbitrage. Traditional GCC models have focused on leveraging India or Eastern Europe as talent hubs for engineering or shared services. In contrast, Infosys Limited’s AI-first approach turns GCCs into autonomous units that drive innovation pipelines and directly contribute to top-line growth.

Infosys Agentic Foundry enables the development and governance of enterprise AI agents capable of reasoning, task automation, and decision support. EdgeVerve AI Next functions as the layer that integrates these agents into enterprise systems, handling model management, telemetry, and security. Infosys Topaz then connects these AI models with specific enterprise workflows, from finance and procurement to supply chain optimization.

Infosys Limited also benefits from its ability to reskill talent rapidly using its Springboard digital learning platform and the internal university structure, which it claims is the largest corporate training infrastructure globally. This allows the firm to maintain a robust AI-literate workforce and reduce onboarding times for AI-led GCC mandates.

Everest Group’s Vice President of GCC research, Hrishi Raj Agarwalla, observed that Infosys Limited has created a blueprint that combines technology assets, talent ecosystems, innovation labs, and delivery infrastructure. He noted that this integrated approach will be particularly valuable for enterprises looking to build capability centers that can adapt quickly to AI-led transformation cycles.

Why this move matters to investors tracking Infosys Limited and the broader IT sector

For equity analysts and institutional investors tracking Infosys Limited, the AI-first GCC initiative signals a strategic expansion into high-value service verticals. Infosys Limited is no longer just executing outsourcing contracts or digital transformation deals. With this model, it is embedding itself into clients’ long-term technology and talent roadmaps.

This shift is likely to strengthen client retention, drive pricing power, and improve gross margins. While Infosys Limited has not disclosed the financial impact of its GCC practice as a separate line item, analysts believe that enterprise AI deals tend to be more margin-accretive due to the use of proprietary platforms and reusable assets.

From a competitive perspective, Infosys Limited is now better positioned to differentiate itself from cloud-native hyperscalers and smaller digital specialists. Its integrated model combines consulting, platform delivery, systems integration, and AI orchestration under a single contract. That makes it a strong fit for enterprises seeking an end-to-end transformation partner.

For the broader IT sector, this also sets a precedent for how GCCs are evolving from delivery centers to product engineering and innovation hubs. Infosys Limited is signaling that the future of enterprise transformation will revolve around modular, AI-infused capability centers built to support scale, speed, and specialization.

What will stakeholders watch as Infosys Limited scales its GCC model in FY26?

Looking ahead to 2026, stakeholders will likely track Infosys Limited’s ability to scale this GCC strategy across verticals and geographies. Key metrics will include the number of new GCCs launched, AI agent deployments supported by Infosys Agentic Foundry, and topline growth attributed to GCC-linked contracts.

Investors will also monitor margin trends, as greater platform leverage from EdgeVerve and Topaz is expected to improve profitability. In terms of geographic expansion, Infosys Limited could see increased adoption in Europe and Asia-Pacific markets where regulatory compliance and data sovereignty concerns are pushing enterprises to localize AI capabilities.

Analysts also expect Infosys Limited to expand its talent localization programs to support GCCs outside India. This may include co-branded university programs, AI certification tracks, and industry-academic partnerships to strengthen its delivery pipeline in GCC markets such as Poland, Mexico, Vietnam, and the Middle East.

The integration of AI governance, talent strategy, and operational transformation into a single model gives Infosys Limited an opportunity to dominate the next wave of enterprise delivery evolution. The company’s ability to scale this model without diluting its margin profile or delivery quality will be a key indicator of long-term strategic success.

What are the key takeaways from Infosys Limited’s AI-first GCC model launch?

• Infosys Limited has launched an AI-first Global Capability Center model that integrates Infosys Agentic Foundry, EdgeVerve AI Next, and Infosys Topaz to deliver production-grade AI capabilities across the GCC lifecycle.
• The offering is designed to support the full setup, scaling, and transformation of enterprise GCCs, turning them into intelligent innovation hubs aligned with global business strategies.
• Infosys Limited has already deployed the model with leading clients such as Lufthansa Systems and Danske Bank, delivering AI-powered outcomes in aviation and banking sectors.
• The model supports multiple operating frameworks including Build-Operate-Transfer, partner-hosted centers, and joint ventures, providing clients with flexibility and scalability.
• Analysts believe Infosys Limited’s AI-first GCC model is positioned to drive margin-accretive growth and deepen client stickiness through platform-led service delivery.
• The strategy differentiates Infosys Limited from traditional IT service providers by embedding AI at the core of enterprise capability centers rather than limiting GCCs to support functions.
• Investors are expected to track new GCC deals, revenue contributions from AI platforms, and margin trends as indicators of Infosys Limited’s execution strength in FY26.
• The initiative reflects broader market trends in enterprise AI, distributed innovation, and AI governance, with Infosys Limited positioning itself as a full-stack transformation partner.