
From chips to Stargate: Can India weather the storm of Trump's AI policy changes?
Live MintA succession of executive orders by the outgoing and the new presidents of the United States have left India’s artificial intelligence and semiconductor businesses and the nation’s policymakers worried. And on 21 January, newly sworn-in president Donald J Trump Jr announced Stargate, a company that Trump said will build “the largest AI infrastructure project in history… to power the next generation of AI". “The government is aware that one of the biggest requirements for India right now are core patents and intellectual properties—in semiconductor cores with competitive performance and a foundational AI model to begin with. According to him, even in the chip fab sanctioned out of India’s first round of semiconductor incentives, “we do not have core technologies"—and India would need global companies to come and use its capacity. “There is a clear need to invest exponentially more in design-linked incentives, so that chip design engineers can build products to cater to India’s own market."
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