Cognizant CEO Explains US$600m Astreya Acquisition

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Ravi Kumar S, Cognizant CEO (Credit: Getty)
Ravi Kumar S says the deal positions Cognizant to help clients architect AI systems as hyperscaler spending reaches US$700bn in 2026

Cognizant has agreed to acquire Astreya, a technology provider specialising in AI infrastructure and data centre services, in a deal valued at US$600m.

The transaction could strengthen Cognizant's position as enterprise clients move to operationalise AI systems at scale.

According to Reuters, the acquisition follows mounting industry investment in AI infrastructure. Ravi Kumar S, CEO of Cognizant, linked the deal to projections showing US$6.7tn in AI data centre infrastructure buildout between 2025 and 2030.

"Between 2025 and 2030, there is a projected US$6.7tn AI data centre infrastructure buildout currently reshaping the global technology landscape, with global capacity expected to double in five years," says Ravi.

"The five largest hyperscalers are expected to spend nearly US$700bn on infrastructure in 2026 alone."

"By acquiring Astreya and its proprietary AI tooling and production-grade infrastructure platform, which is complementary to Cognizant's AI builder stack, we will be even better-positioned to help clients architect their platform-led AI systems and operationalise them at scale," says Ravi.

Cognizant agrees to buy Astreya | Credit: Astreya

Strategic platform capabilities

Astreya operates in more than 35 countries and brings relationships with six of the Magnificent Seven hyperscalers.

The company offers managed services for data centre infrastructure, AI lab environments, enterprise networks and workplace technology at hyperscaler scale.

Cognizant will gain access to Astreya's AI OpsHub platform, which includes automation and agentic capabilities.

The platform offers readiness assessment and analysis for clients deploying AI infrastructure. Astreya's partnerships with Google Cloud Platform and ServiceNow will transfer to Cognizant following the transaction.

Cognizant had previously extended partnerships with Microsoft and Anthropic and completed the acquisition of 3Cloud to expand its Azure capabilities.

Leadership perspective on managed services

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Romil Bahl, President and Chief Executive Officer at Astreya, described the rationale for joining Cognizant. "Astreya has redefined what it means to be a trusted partner in the AI era, embedding intelligence into every solution, without losing the human connection that drives real results," says Romil.

"Joining Cognizant is the natural next chapter for the Astreya global team and importantly, the clients who have trusted us to operate their most critical technology environments," says Romil.

"We have spent the last several years making deliberate, disciplined investments in AI: building platforms, training specialists and fundamentally redesigning how managed services are delivered.

"We look forward to attacking the AI infrastructure era as a part of Cognizant."

Economic impact of infrastructure spending

Surya Gummadi, President of Cognizant Americas

Surya Gummadi, President of Cognizant Americas, framed the acquisition within broader economic trends in data centre investment.

"AI data centre investment is a critical path for future economic and job growth, especially in the US, where data centres and related high-tech investment activities were estimated to account for 80% of private domestic demand growth in the first half of 2025," says Surya.

According to Surya, hyperscaler capital spending is approaching US$400bn annually, "with each direct data centre job supporting more than six jobs elsewhere in the economy".

"Effective and credible scaling of AI infrastructure, including data centres, requires deep context and AI builder expertise.

"We expect the acquisition of Astreya will meaningfully expand Cognizant's AI Infrastructure capabilities and enhance our powerful 'Magnificent Seven' hyperscaler relationships," says Surya.

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