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Anthropic storms into enterprise AI, jolts global software stocksAnthropic launched enterprise features for Claude, impacting global software stocks and challenging firms like Infosys, TCS, Wipro, Salesforce, ServiceNow, and Intuit amid rising AI disruption.By CNBCTV18.com February 24, 2026, 11:05:47 PM IST (Updated)3 Min ReadUS-based artificial intelligence firm Anthropic has introduced a wide-ranging suite of enterprise capabilities for its Claude platform, setting off a sharp correction in global software stocks and reigniting the debate over whether AI players are poised to displace traditional software majors.

The new offering includes department-focused plugins for functions such as human resources and investment banking, as well as tools that allow companies to create their own workflow-specific integrations.

Claude can now plug into widely used enterprise applications including Google Drive, Gmail, DocuSign and LegalZoom, lowering the friction for large organisations to embed AI into day-to-day operations.

According to Matt Piccolella from Anthropic’s product team, enterprises will be able to develop hundreds of such plugins and roll them out internally.The company is also launching a dedicated marketplace where businesses can publish and discover integrations tailored to their requirements.

The development carries important implications for Indian IT and software services exporters.

Firms such as Infosys, TCS and Wipro, which build and customise solutions on platforms like Salesforce and ServiceNow, could face second-order pressure if AI-native ecosystems begin to erode the dominance of conventional enterprise software vendors.

The market reaction in the US has been swift. Since Anthropic first signalled its enterprise push in late January, Salesforce shares have declined about 22%, ServiceNow more than 23%, and Intuit roughly 33%, reflecting investor concerns over the long-term impact of AI-led disruption.

Anthropic is not alone in this race. OpenAI has also stepped up its enterprise strategy with its Frontier platform, aimed at enabling companies to deploy AI agents across their existing software stack.

In a parallel move, Anthropic unveiled Claude Code Security, a product that scans code repositories for vulnerabilities, placing it in direct competition with established cybersecurity and developer tooling providers.With AI firms rapidly expanding beyond model development into full-stack enterprise solutions, the pace at which this shift unfolds will be closely tracked by Indian technology companies, clients and investors alike.

US stocks were set for a cautiously positive open on Tuesday after President Donald Trump’s new 10% global tariff came into effect overnight. Futures signalled a steady start, with Nasdaq futures up 0.2%, Dow Jones futures indicating a 0.1% gain and S&P 500 futures hovering around the flatline.

As trading progressed, equities clawed back a portion of Monday’s losses. The Nasdaq rose 1.11%, the Dow Jones advanced 0.85%, and the S&P 500 gained 0.7%, suggesting investors were looking past immediate tariff concerns to bargain-hunt in beaten-down stocks.Continue Reading(Edited by : Ajay Vaishnav)First Published: Feb 24, 2026 11:05 PM ISTTagsAnthropicDow JonesNASDAQUS stock market