Infosys announced definitive agreements on March 25, 2026 to acquire two U.S.-based consulting firms: Optimum Healthcare IT and Stratus Global LLC. The headline acquisition of Optimum Healthcare IT is valued at up to $465 million, making it Infosys’ second-largest acquisition after its 2024 purchase of German engineering firm in-tech for approximately $480 million. Both transactions are expected to close during the first quarter of FY2027.
The acquisitions target two regulated industries where AI adoption is accelerating but requires deep domain expertise: healthcare and property and casualty insurance. Optimum Healthcare IT brings a team of over 450 healthcare IT specialists focused on digital and data transformation for health systems. Stratus Global operates in insurance consulting and technology, a sector where AI-powered claims automation, advanced underwriting, and risk modeling are driving rapid adoption.
Infosys is positioning these deals within a broader AI strategy. The company reported that AI-related revenue reached 5.5 percent of total revenue in Q3 2025-26, and it has been aggressively building partnerships to expand AI capability. On March 21, Infosys and Anthropic announced a strategic partnership to deliver trusted AI solutions for highly regulated industries. Earlier in March, Infosys deepened its collaboration with Intel to scale production-ready AI deployments using Infosys Topaz and Intel’s compute platforms.
The AI services opportunity that Infosys is pursuing is substantial. Industry estimates project the AI services market at $300 to $400 billion by 2030. According to Futurum Group’s 2026 survey of 838 enterprise decision makers, 65 percent of organizations are already piloting or deploying agentic AI, while 75 percent expect to increase AI budgets in the coming year. Security and data privacy remain the top concerns for enterprise buyers — a dynamic that favors established IT services firms like Infosys that can provide governance frameworks alongside AI implementation.
Infosys’ Q3 results showed $915 million in free cash flow and $4.8 billion in large deals, indicating the financial capacity to absorb these acquisitions while continuing to invest in AI infrastructure. CEO Salil Parekh’s current term runs through March 2027, placing these acquisitions as a defining element of his legacy in steering Infosys toward AI-led services growth.
