Infosys Limited - Are we getting a discount or no?

Infosys early funder of Chat GPT

Set up a tech center with Nvidia (CUDA) in 2009

Has deep ties with many hot AI product companies in US

Twilio - Infosys has a competing solution called Cortex

UIPath - all indian vendors have tie ups, but Infosys has deeper ties (3500 trained engineers)

(ARK has invested in Twilio and UIPath)

Just wondering what explains this consistency. (Pedigree and continuing role of NN partly, comes to my mind. Even the CEO has beena around for a while now.)