唐納德·川普獲勝支持的印美技術聯盟承諾撼動互聯互通和安全

唐納德·川普 (Donald Trump) 作為美國第 47 任總統的勝利增強了人們對印度技術雄心的希望，特別是在人工智慧 (AI)、半導體、量子計算和技術基礎設施製造領域。

Donald Trump’s victory as the 47th president of the United States of America has bolstered hopes for India’s technology ambitions, particularly in artificial intelligence (AI), semiconductors, quantum computing and manufacturing for technology infrastructure. 

唐納德·川普 (Donald Trump) 作為美國第 47 任總統的勝利增強了人們對印度技術雄心的希望，特別是在人工智慧 (AI)、半導體、量子計算和技術基礎設施製造領域。

“Had a great conversation with my friend, President @realDonaldTrump, congratulating him on his spectacular victory. Looking forward to working closely together once again to further strengthen India-US relations across technology, defence, energy, space and several other sectors,” India’s Prime Minister, Narendra Modi, wrote in an X post. 

「與我的朋友總統@realDonaldTrump 進行了一次愉快的交談，祝賀他取得了驚人的勝利。期待再次密切合作，進一步加強印美在技術、國防、能源、太空和其他幾個領域的關係，」印度總理莫迪在 X 貼文中寫道。

In June, the national security advisors of two of the world’s biggest democracies met in India to assemble the next chapter of their technology partnership. The aim is to ensure that the U.S. and India stay at the bleeding edge of innovation and improve coordination with like-minded nations to deliver secure, reliable and cost-competitive technology solutions. Both countries will pursue quantum, AI and high-performance computing collaboration, according to a joint fact sheet. 

六月，世界上兩個最大民主國家的國家安全顧問在印度會面，共同開啟兩國技術夥伴關係的新篇章。其目的是確保美國和印度保持在創新的前沿，並加強與志同道合的國家的協調，以提供安全、可靠和具有成本競爭力的技術解決方案。根據聯合情況說明書，兩國將尋求量子、人工智慧和高效能運算合作。

India and the U.S. technology partnerships come at a time when two of the world’s biggest economies are in a trade war, which started in January 2018, when Trump began setting tariffs and other trade barriers on China. Simultaneously, the Narendra Modi-led Indian government has been reportedly positioning India as an alternative for global tech companies looking to reduce dependency on China for their supply chains. 

印度和美國的技術夥伴關係正值全球最大的兩個經濟體陷入貿易戰之際，這場貿易戰始於 2018 年 1 月，當時川普開始對中國設置關稅和其他貿易壁壘。同時，據報道，莫迪領導的印度政府一直將印度定位為尋求減少供應鏈對中國依賴的全球科技公司的替代方案。

“There was already a reordering of supply chains which was taking place (globally). It is very likely that this will get accelerated after the election result in the U.S.,” External Affairs Minister S Jaishankar said while explaining what the second term of Trump’s presidency would mean for India. 

「（全球）供應鏈已經發生了重新排序。在美國大選結果出來後，這種情況很可能會加速。

“I’ll be very candid with you, that some of this will be somewhat disruptive, but we in India perceive it as an opportunity because having kind of missed the manufacturing bus in the 1990s, early 2000s, we do think that this reordering of supply chain gives us a sort of second bite of the apple. And maybe this time around, starting with Apple, we are doing better than we were doing earlier,” Jaishankar said.

「我會非常坦誠地告訴你們，其中一些可能會造成一定程度的破壞，但我們印度人認為這是一個機會，因為我們錯過了2000 年代初和20 世紀90 年代的製造業巴士，我們確實認為這種重新排序供應鏈給了我們第二口蘋果。也許這一次，從蘋果開始，我們做得比之前更好。

India has already lured suppliers for major U.S. corporations like Apple (NASDAQ: AAPL) and Google (NASDAQ: GOOGL). About 25% of all iPhones are expected to be made in India by 2028, from only 5% to 7% of Apple’s manufacturing in January 2023. On the other hand, Google has started production of its first batch of made-in-India Pixel 8 smartphones. 

印度已經吸引了蘋果（納斯達克股票代碼：AAPL）和Google（納斯達克股票代碼：GOOGL）等美國大公司的供應商。預計到 2028 年，約 25% 的 iPhone 將在印度製造，而 2023 年 1 月，蘋果的產量僅佔 5% 至 7%。智慧型手機.

“The third aspect pertains to the digital side, and the digital side now pretty much covers everything,” Jaishankar said. 

「第三個方面涉及數字方面，數字方面現在幾乎涵蓋了一切，」蘇傑生說。

“What has been happening and will continue to intensify is about trust, and what accompanies the digital aspect of a product or service or technology will come under greater scrutiny… Digital payment platforms, for example, would become, in a sense, much more valuable,” the foreign minister added.

「已經發生並將繼續加劇的問題是信任，產品、服務或技術的數位方面將受到更嚴格的審查……例如，數位支付平台在某種意義上將變得更有價值，」外交部長補充道。

India is now the seventh-largest services exporting country globally, and ranks second in the world in telecommunication, computer and information services exports. Among services exports, software/IT services and business services exports have increased, supported by India emerging as a hub for Global Capability Centers (GCCs). GCCs are offshore facilities that multinational corporations use to manage business operations and processes.

印度目前是全球第七大服務出口國，電信、電腦和資訊服務出口位居世界第二。在服務出口中，軟體/IT服務和商業服務出口增加，這得益於印度成為全球能力中心（GCC）樞紐的支持。 GCC 是跨國公司用來管理業務營運和流程的離岸設施。

“At last count, we have about 1,800 Global Capability Centers in India, which, between them, generate about $150 billion worth of exports. We see this trend intensifying,” Jaishankar said. 

「根據最新統計，我們在印度擁有約 1,800 個全球能力中心，這些中心的出口額合計約為 1,500 億美元。我們看到這種趨勢正在加劇。

A bold tech alliance

大膽的技術聯盟

The India-U.S. tech partnership has announced its aim to unlock $90 million in joint funding over five years for the U.S.-India Global Challenges Institute, fostering university and research collaborations on semiconductor technology, critical and emerging technologies, and more. 

印度-美國科技夥伴關係宣布，其目標是在五年內為美印全球挑戰研究所提供 9000 萬美元的聯合資助，促進半導體技術、關鍵和新興技術等方面的大學和研究合作。

“We will see, under Trump, India and the U.S. unleashing a bold tech alliance, primed to shake up connectivity and security,” Raj Kapoor, founder of India Blockchain Alliance, told CoinGeek.

印度區塊鏈聯盟創始人 Raj Kapoor 告訴 CoinGeek：“我們將看到，在川普的領導下，印度和美國將建立一個大膽的技術聯盟，準備撼動連結性和安全性。”

India and the U.S. will partner to deploy cost-effective Open RAN (ORAN) technology at scale, including a $5 million USAID Edge Fund grant to Qualcomm and Mavenir to test its ORAN stack in India with telecom service provider Bharti Airtel. Qualcomm will add $9.4 million to the project. 

印度和美國將合作大規模部署具有成本效益的開放 RAN (ORAN) 技術，其中包括向高通和 Mavenir 提供 500 萬美元的 USAID Edge Fund 撥款，以便與電信服務提供商 Bharti Airtel 在印度測試其 ORAN 堆疊。高通將為該項目增加 940 萬美元。

“With a $5 million boost from USAID’s Edge Fund and a hefty $9.4 million pledge from Qualcomm, they’re testing out ORAN tech with Bharti Airtel to make mobile networks faster, more secure, and greener. I see that only as a beginning,” Kapoor added.

「在美國國際開發署邊緣基金 500 萬美元的資助和高通公司 940 萬美元的巨額承諾下，他們正在與 Bharti Airtel 一起測試 ORAN 技術，以使行動網路更快、更安全、更環保。我認為這只是一個開始，」卡普爾補充道。

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