🧭 GDCFNews | Jun 11, 2026
TCS is scaling Anthropic. Infosys is scaling Asian healthcare.
The GDCFs winning 2026 are not selling technology alone.
📌 What changed in the last 24 hours
• Tata Consultancy Services expanded alliance with Anthropic
• Infosys secured a multi-country Healthcare deal
• ISG (Information Services Group) data revealed a sharp bifurcation
• Coforge raised expectations again
• EPAM Systems and Globant as early indicators
⚡ Tata Consultancy Services
TCS expanded its relationship with Anthropic while continuing to build its AI-native operating model.
More important than the technology itself, enterprise-scale execution.
⚡ Infosys
Venky Ananth, Healthcare Head at Infosys announced a major multi-country transformation engagement with IHH Healthcare spanning Hong Kong, Malaysia, and Singapore.
Venky and the healthcare leadership team now have one of the most important healthcare transformation references in the GDCF market.
⚡ Coforge
Coforge continues separating itself from the mid-tier pack.
CEO Sudhir Singh stated that simply reaching $2B in revenue would be disappointing.
Supported by a growing order book and long-duration contracts, Coforge continues demonstrating that specialized outcome-led growth can outperform scale alone.
📚 Intelligence Layer
ISG data continues to suggest the industry is entering a bifurcation phase.
Growth is accelerating in BPO, consumer, and outcome-led services.
Pressure remains on legacy outsourcing and traditional T&M delivery models.
👤 Executive Signal
Leadership structure often reveals tomorrow’s priorities before earnings do.
Infosys now moves within days of its AGM, making leadership and succession discussions one of the most important governance signals in the industry.
🤝 Ecosystem Signal
Healthcare transformation ecosystems are becoming a major source of consulting demand across Asia.
The combination of providers, cloud platforms, AI vendors, and regional healthcare operators is creating larger multi-country programs that require deep integration expertise.
The Infosys-IHH Healthcare engagement is one example of how ecosystem complexity is increasingly driving enterprise spending decisions.
🧠 The Recruiting Guy Take
The most valuable role in consulting may no longer be the person who builds the technology.
Or the person who operates it.
It may be the person capable of connecting enterprise problems, commercial risk, technology platforms, and measurable outcomes into a single business case.
That talent remains exceptionally scarce.
❓ Question of the Day
Which GDCF is best positioned for the next phase of outcome-based consulting?
The “news” is building more excitement each day!
Chris Wellington
The Recruiting Guy
Business Consulting + Digital Engineering | Talent Market Intelligence | Rainmaker Hiring
🔷 TCS + Anthropic Alliance
https://www.reuters.com/world/india/indias-tcs-partners-with-anthropic-help-clients-adopt-ai-2026-06-11/
🔷 Infosys + IHH Healthcare Transformation
https://www.prnewswire.com/news-releases/ihh-healthcare-collaborates-with-infosys-on-a-multi-country-ai-powered-erp-transformation-to-accelerate-growth-302797798.html
🔷 Venky Ananth Healthcare Announcement
https://www.linkedin.com/in/venkyananth/
🔷 ISG Q1 2026 Market Data (BPO +62%, Consumer +32%, ITO -7%, BFSI -9%)
https://isg-one.com/articles/index-insider–1q26-isg-index-recap
🔷 Coforge CEO on $2B+ Revenue Ambition
https://www.aol.com/news/indias-coforge-top-2-billion-105911305.html
🔷 Coforge Overtakes Mphasis Discussion
https://www.linkedin.com/posts/analytics-india-magazine_coforge-has-officially-overtaken-mphasis-activity
🔷 EPAM & Globant Recovery Signals (MOFSL Analysis)
https://www.businesstoday.in/markets/stocks/story/infosys-mphasis-zensar-wipro-upgraded-coforge-hexaware-techm-top-mofsls-ai-plays-503344-2025-11-24
🔷 Infosys AGM Watch
https://www.infosys.com/investors/shareholder-services/agm.html
🔷 ISG Q2 Market Outlook (July 9)
https://isg-one.com/research/isg-index