印度总理莫迪公布近200亿美元半导体与手机制造激励计划
Inside India's AI Ambitions
Indian Prime Minister Narendra Modi is laying out a sweeping vision worth nearly 20 billion dollars to boost semiconductor and smartphone manufacturing as it looks to position the country to take advantage [music] of a global AI boom. The government's latest package includes roughly 13 billion dollars for chips and almost 7 billion for smartphones and electronics. It builds on India's original 10 billion dollar chip program launched in 2021 which drew investments from companies including Micron and Tata Group.
印度总理纳伦德拉·莫迪正在提出一项价值近200亿美元的宏大愿景，旨在推动半导体和智能手机制造业发展，以期利用全球人工智能热潮带来的机遇。政府最新的一揽子计划包括约130亿美元用于芯片，近70亿美元用于智能手机和电子产品。这建立在印度2021年启动的100亿美元芯片计划基础上，该计划吸引了美光科技和塔塔集团等公司的投资。
The new incentives target areas from chip design and equipment fabrication to research and development. Silicon Valley has its own massive commitments in the country. Amazon recently added another 13 billion dollars for AI and cloud infrastructure. Microsoft has pledged 17 and a half billion over four years while Meta is partnering with Reliance Industries [music] on its first AI focused India data center. Local champions are betting even bigger.
新的激励措施覆盖从芯片设计、设备制造到研发等多个领域。硅谷在印度也有大规模投资承诺。亚马逊最近追加了130亿美元用于人工智能和云基础设施。微软承诺在四年内投入175亿美元，而Meta正与信实工业合作，在印度建立首个专注于人工智能的数据中心。本土领军企业则押注更大。
Mukesh Ambani's Reliance says it could invest as much as 110 billion dollars in AI related infrastructure over seven years
穆克什·安巴尼的信实集团表示，未来七年内可能投资高达1100亿美元用于人工智能相关基础设施。
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and the Adani Group is committing 100 billion to build data centers powered by renewable energy. Still, India's commitment remains smaller than the semiconductor war chests assembled by China and the United States. Modi has argued that India can chart a path between America's private sector approach and China's state-backed model.
阿达尼集团承诺投入1000亿美元建设由可再生能源供电的数据中心。尽管如此，印度的投入仍小于中国和美国所积累的半导体资金储备。莫迪认为，印度可以在美国的私营部门模式与中国的国家支持模式之间开辟一条道路。
Semi conductor ki duniya mein
半导体世界里
In the semiconductor world, oil is black gold but chips are digital diamonds.
在半导体世界中，石油是黑金，但芯片是数字钻石。
With hundreds of billions of dollars on tap from the government and hyperscalers, [music] India is hoping the next chapter of AI innovation will be built at home. Sarita Rai, Bloomberg News, Bangalore.
随着政府和超大规模云服务商提供数千亿美元的资金，印度希望人工智能创新的下一篇章能在本土书写。萨里塔·拉伊，彭博新闻，班加罗尔报道。
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