莫迪演讲聚焦芯片与核能，推动印度2047年成为发达国家
Modi Puts Chips, Nuclear Power at Heart of India's Future
Joining us right now from New Delhi, Bloomberg News senior reporter Dan Strumpf. Dan, good to have you here with Joe and me and Lisa this morning. We gotta talk about this. So go back to 1947. That's when India became independent after, what, two hundred years of rule by Britain. Country is increasingly a force to reckon with. What stood out in this speech from Modi that will get them there? Yeah. So, this was very much a a forward looking speech, a speech about India's economy, a speech about India's development.
现在加入我们的是来自新德里的彭博新闻社资深记者丹·斯特朗普夫。丹，很高兴今天早上你和乔、丽莎还有我在一起。我们得谈谈这个。所以回到1947年。那是印度在经历了英国两百年的统治后获得独立的时候。这个国家越来越成为一股不可忽视的力量。莫迪的这次演讲中有什么突出之处能让他们实现这一目标？是的。所以，这非常像是一次前瞻性的演讲，一次关于印度经济的演讲，一次关于印度发展的演讲。
As you said, the really the sort of top line takeaway was a sort of reiteration of this long standing goal that this government has, which is to sort of make India, a developed country by 2047. That is the hundred year centenary, anniversary of, India's independence. Being a developed country, you know, it's it's a bit of a term of art. Right? Mhmm. But it really means, you know, raising up the economy, making sure that the country is technologically competitive, that its companies and, businesses and and financial institutions are competitive, that its people are educated at a high level.
正如你所说，真正最重要的要点是重申了本届政府长期以来的目标，那就是到2047年使印度成为一个发达国家。那是印度独立一百周年纪念。成为一个发达国家，你知道，这有点像一个术语。对吧？嗯。但这实际上意味着，提升经济，确保国家在技术上具有竞争力，确保其公司、企业和金融机构具有竞争力，确保其人民受到高水平的教育。
And so that was really the the the big takeaway from the speech and and some really, really high level ambitions set, set out to sort of to sort of get there. High level indeed, Dan. The country will have up to eight more chip plants, he said, in the next seven to eight years. That alone is something The United States can't even seem to do. Can they pull it off in India? Well, you know, it is very ambitious. Right? And India is already well on its way, actually, in in when it comes to, the chip industry.
所以这确实是演讲的主要收获，以及一些非常非常高的目标，为了实现这些目标而设定。确实是高水平，丹。他说，该国在未来七八年内将新增多达八座芯片工厂。仅这一点就是美国似乎都无法做到的。他们能在印度实现吗？嗯，你知道，这非常雄心勃勃。对吧？而且印度实际上在芯片产业方面已经取得了很大进展。
I mean Uh-huh. It's primarily a force right now in chip assembly, which is which is on the lower end of, this sort of value chain when it comes to chips. But getting there, is is is a is a big priority, and it really speaks to, this high level ambition that India has to be a technological force to be reckoned with. So, I mean, it's not just chips, but it's AI. It's Five nuclear reactors. Assembly. That's right. Nuclear nuclear power was a big highlight of this of this feature.
我的意思是，嗯。目前它主要是在芯片组装方面是一股力量，这属于芯片价值链中较低端的部分。但要达到那个目标，是一个重大优先事项，这确实说明了印度要成为一股不可忽视的技术力量的雄心壮志。所以，我的意思是，不仅仅是芯片，还有人工智能。还有五座核反应堆。组装。没错。核电是这次演讲的一大亮点。
Are they as power hungry as we are because of AI development? Oh, I mean, totally. I mean, this is this is also a big priority for India is to become a big data center hub. And as as we all know, I mean, these data centers are enormous hogs of power. And so, you know, I mean, building more nuclear capacity is a huge sort of, you know, plank in this pillar to kinda get there and be be a player in AI. And so that goal for nuclear power is actually to to it it's a 100 gigawatts, which is 11 times the current capacity in India.
他们是否因为人工智能的发展而和我们一样渴望电力？哦，我的意思是，完全如此。我的意思是，这也是印度的一大优先事项，即成为大型数据中心枢纽。众所周知，这些数据中心是巨大的电力消耗者。因此，增加核能产能是印度实现这一目标并成为人工智能领域参与者的重要支柱。实际上，他们的核能目标是100吉瓦，是印度目前产能的11倍。
But, you know, this is the goal, and and and that's where they wanna get to. Hey. You know, I do think about, though, the youth problems that we see around the world. We certainly see it here in The United States, folks that can't find jobs, come out of with a college education, even those that do not. India has seen also its share of issues. How is it dealing with that? How does it create some programs and policies that actually address that significantly?
但是，你知道，这是目标，他们想要达到的目标。嘿，你知道，我确实想到了我们在世界各地看到的青年问题。我们当然在美国看到了这一点，那些找不到工作的人，无论是受过大学教育还是没有受过大学教育的人。印度也遇到了自己的问题。它如何处理这个问题？它如何制定一些项目和政策来显著解决这个问题？
They've been dealing with some protests recently, not necessarily directly related, but this is certainly an issue for them. Well, no. I mean, it it it really is quite quite related, and it and it tied into, some of the some of the high points of today's speech. You're right. I mean, India is just coming off this, weeks long protest movement. I mean, you can see that you've got some of that footage right there. A lot of these protests got very heated, very violent.
他们最近一直在处理一些抗议活动，不一定直接相关，但这对他们来说肯定是一个问题。嗯，不。我的意思是，这确实非常相关，而且与今天演讲的一些要点有关。你说得对。我的意思是，印度刚刚结束了这场持续数周的抗议运动。你可以看到，那里有一些镜头。很多抗议活动变得非常激烈，非常暴力。
It was led by this youth this sort of student led movement called the cockroach jhanta party, which was kind of the what's what began as a kind of a a satire, but turned into a really powerful student led movement protesting sort of shortcomings in the country's education system, feelings of frustration that young people are not getting a payoff in terms of employment, in terms of opportunities from the education that they're getting, and, you know, a sense in India that young people are feeling a bit left down, left out and and let down.
这场运动由一场名为“蟑螂青年党”的学生领导的运动发起，最初是一种讽刺，但后来演变成一场真正强大的学生运动，抗议国家教育体系的缺陷，年轻人对教育在就业和机会方面没有回报感到沮丧，而且在印度，年轻人感到有点被忽视、被排斥和被辜负。
And you do have a real unemployment crisis in India generally, but it's it's particularly acute among young people. Something like 40% of young graduates in India with a college degree can't find work. And so, you know, that's a real problem, of course, for people's livelihoods. But it's a big political problem for this country as well because, I mean, we all know that, you know, young people are out of work without without much to do.
印度总体上确实存在真正的失业危机，但在年轻人中尤为严重。印度大约40%的大学毕业生找不到工作。因此，你知道，这对人们的生计来说确实是一个问题。但这对这个国家来说也是一个重大的政治问题，因为，我们都知道，年轻人失业，无所事事。
This can be a problem for any government. And so so so so this was part of the speech. I mean, Modi does want to address this problem. He has been taking steps to, to to show that he's listening to these young people. There was a major announcement. Maybe the biggest announcement from today's speech was, this announcement to introduce free coaching for young people for who were taking competitive exams. And so that's kind of one way that the government is trying to sort of listen to the young people and and and and show that it is it is kind of hearing them and and and and, you know, attentive to this jobs crisis.
这对任何政府来说都可能是个问题。所以，所以，所以，所以这是演讲的一部分。我的意思是，莫迪确实想解决这个问题。他一直在采取措施，来，来表明他在倾听这些年轻人的声音。有一个重大宣布。也许今天演讲中最大的宣布就是，宣布为参加竞争性考试的年轻人提供免费辅导。所以，这算是政府试图倾听年轻人的一种方式，并表明它在某种程度上听到了他们的声音，并且，你知道，关注这场就业危机。
We just got thirty seconds left, Dan. Self reliance came up repeatedly in this address. Who does India not want to be reliant upon? It's a great question, and it's a huge it's a huge highlight for the government these days. You know, India is a major importer of lots of important goods. It's a huge oil importer. Yep. It's a huge importer of weapons of defense. It's the world's second largest importer of weapons, in fact.
我们只剩下三十秒了，丹。自力更生在这次演讲中被反复提及。印度不想依赖谁？这是个好问题，而且这是当今政府的一个巨大亮点。你知道，印度是许多重要商品的主要进口国。它是一个巨大的石油进口国。是的。它是武器和国防装备的巨大进口国。事实上，它是世界第二大武器进口国。
And so it's a big priority for this government to be more self reliant in these areas, to be more self reliant in manufacturing, and to overall be a a stronger, more self reliant economy.
因此，在这些领域更加自力更生，在制造业上更加自力更生，并总体上成为一个更强大、更自力更生的经济体，是本届政府的一个重大优先事项。
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