唐纳德·特朗普获胜支持的印美技术联盟承诺撼动互联互通和安全

唐纳德·特朗普 (Donald Trump) 作为美国第 47 任总统的胜利增强了人们对印度技术雄心的希望，特别是在人工智能 (AI)、半导体、量子计算和技术基础设施制造领域。

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. 

唐纳德·特朗普 (Donald Trump) 作为美国第 47 任总统的胜利增强了人们对印度技术雄心的希望，特别是在人工智能 (AI)、半导体、量子计算和技术基础设施制造领域。

“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. 

“与我的朋友总统@realDonaldTrump 进行了一次愉快的交谈，祝贺他取得了惊人的胜利。期待再次密切合作，进一步加强印美在技术、国防、能源、太空和其他几个领域的关系，”印度总理纳伦德拉·莫迪在 X 帖子中写道。

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，世界上两个最大民主国家的国家安全顾问在印度会面，共同开启两国技术伙伴关系的新篇章。其目的是确保美国和印度保持在创新的前沿，并加强与志同道合的国家的协调，以提供安全、可靠和具有成本竞争力的技术解决方案。根据联合情况说明书，两国将寻求量子、人工智能和高性能计算合作。

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. 

印度和美国的技术伙伴关系正值全球最大的两个经济体陷入贸易战之际，这场贸易战始于 2018 年 1 月，当时特朗普开始对中国设置关税和其他贸易壁垒。与此同时，据报道，纳伦德拉·莫迪领导的印度政府一直将印度定位为寻求减少供应链对中国依赖的全球科技公司的替代选择。

“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）供应链已经发生了重新排序。在美国大选结果出来后，这种情况很可能会加速。”印度外交部长苏杰生在解释特朗普总统第二任期对印度意味着什么时表示。

“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.

“我会非常坦诚地告诉你们，其中一些可能会造成一定程度的破坏，但我们印度人认为这是一个机会，因为我们错过了 2000 年代初和 20 世纪 90 年代的制造业巴士，我们确实认为这种重新排序供应链给了我们第二口苹果。也许这一次，从苹果开始，我们做得比之前更好。”苏杰生说道。

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. 

印度已经吸引了苹果（纳斯达克股票代码：AAPL）和谷歌（纳斯达克股票代码：GOOGL）等美国大公司的供应商。预计到 2028 年，约 25% 的 iPhone 将在印度制造，而 2023 年 1 月，苹果的产量仅占 5% 至 7%。 另一方面，谷歌已开始生产第一批印度制造的 Pixel 8 部智能手机。

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

“第三个方面涉及数字方面，数字方面现在几乎涵盖了一切，”苏杰生说。

“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.

“已经发生并将继续加剧的问题是信任，产品、服务或技术的数字方面将受到更严格的审查……例如，数字支付平台在某种意义上将变得更有价值，”外交部长补充道。

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务出口国，电信、计算机和信息服务出口位居世界第二。在服务出口中，软件/IT服务和商业服务出口有所增加，这得益于印度成为全球能力中心（GCC）枢纽的支持。 GCC 是跨国公司用来管理业务运营和流程的离岸设施。

“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. 

“根据最新统计，我们在印度拥有约 1,800 个全球能力中心，这些中心的出口额合计约为 1,500 亿美元。我们看到这种趋势正在加剧。”苏杰生说道。

A bold tech alliance

大胆的技术联盟

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-美国科技伙伴关系宣布，其目标是在五年内为美印全球挑战研究所提供 9000 万美元的联合资助，促进半导体技术、关键和新兴技术等方面的大学和研究合作。

“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.

印度区块链联盟创始人 Raj Kapoor 告诉 CoinGeek：“我们将看到，在特朗普的领导下，印度和美国将建立一个大胆的技术联盟，准备撼动连通性和安全性。”

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. 

印度和美国将合作大规模部署具有成本效益的开放 RAN (ORAN) 技术，其中包括向高通和 Mavenir 提供 500 万美元的 USAID Edge Fund 拨款，以便与电信服务提供商 Bharti Airtel 在印度测试其 ORAN 堆栈。高通公司将为该项目增加 940 万美元。

“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.

“在美国国际开发署边缘基金 500 万美元的资助和高通公司 940 万美元的巨额承诺下，他们正在与 Bharti Airtel 一起测试 ORAN 技术，以使移动网络更快、更安全、更环保。我认为这只是一个开始，”卡普尔补充道。

The

这