Partnering on American AI Exports Powering the Future India AI Impact Summit 2026

20 Feb 2026 17:00h - 18:00h

Session at a glance

Summary

This discussion centered on deepening U.S.-India technology collaboration, particularly in AI and semiconductor supply chains, featuring government officials and industry leaders at an India AI Summit. The conversation highlighted the launch of “Pax Silica,” a new partnership initiative between the two nations aimed at securing critical technology supply chains and advancing AI cooperation.

Ambassador Sergio Gor emphasized the “limitless potential” of the U.S.-India partnership, noting the strong personal relationship between President Trump and Prime Minister Modi as a key enabler for expanded collaboration over the next three years. Secretary Krishnan stressed the importance of building resilient supply chains with trusted partners who share common values, particularly in light of lessons learned during the pandemic and recent geopolitical upheavals.

Industry representatives provided concrete examples of this collaboration in action. Sanjay Mehrotra from Micron described the company’s $2.75 billion investment in India for semiconductor assembly and testing operations, complementing their U.S. manufacturing facilities. Dr. Randhir Thakur highlighted India’s significant role in global semiconductor design, with 20% of worldwide chip design conducted by Indian engineers, and noted over $25 billion in current semiconductor investments across 10 factories in India.

The discussion then shifted to the Trump administration’s American AI Export Program, presented by Michael Kratsios and further detailed by Commerce Department officials. This initiative aims to facilitate the export of America’s “AI stack” – including chips, models, and applications – to partner countries while supporting their development of sovereign AI capabilities. The program will work through industry-led consortia offering full-stack solutions to international buyers, with applications spanning healthcare, education, agriculture, and manufacturing. Officials emphasized that the program is designed to provide flexibility and choice, allowing countries to select which components of the AI stack best meet their specific needs and sovereignty requirements.

Keypoints

Major Discussion Points:

– U.S.-India Technology Partnership and “Pax Silica” Initiative: The discussion centers around deepening technology collaboration between the United States and India, highlighted by the signing of the “Pax Silica” agreement aimed at creating resilient and secure supply chains in critical technology areas, particularly semiconductors and AI infrastructure.

– AI Export Program and Technology Stack Sharing: A significant focus on the newly announced American AI Export Program, which aims to share the “American AI stack” (including chips, models, and applications) with partner countries through industry-led consortia, enabling countries to build sovereign AI capabilities while maintaining strategic partnerships.

– Semiconductor Manufacturing and Supply Chain Resilience: Extensive discussion of semiconductor investments and manufacturing partnerships, including Micron’s $2.75 billion investment in India’s Gujarat facility and the broader goal of diversifying global supply chains away from single-point dependencies.

– AI Revolution and Economic Transformation: Speakers emphasized that the AI revolution is inevitable and transformative, comparing it to historical shifts like the transition from horse-and-buggy to automobiles, with particular focus on how AI will reshape industries from healthcare and education to manufacturing and agriculture.

– Sovereign AI Capabilities and National Champions: Discussion of how countries can develop their own AI capabilities while leveraging American technology foundations, allowing nations to build domestic champions and maintain control over their data and AI infrastructure.

Overall Purpose:

The discussion serves as a high-level diplomatic and business forum to announce and promote new U.S.-India technology partnerships, particularly the AI Export Program and Pax Silica initiative. The goal is to strengthen bilateral cooperation in AI and semiconductor technologies while positioning both countries as leaders in the global AI revolution and creating alternatives to China-dependent supply chains.

Overall Tone:

The tone is consistently optimistic, collaborative, and forward-looking throughout the discussion. Speakers emphasize “limitless potential,” mutual benefits, and shared democratic values. The atmosphere is celebratory regarding new partnerships and confident about technological progress. There’s a diplomatic warmth highlighting the personal relationship between President Trump and Prime Minister Modi, and the tone remains enthusiastic and partnership-focused from beginning to end, with no notable shifts in sentiment.

Speakers

Speakers from the provided list:

– Secretary S. Krishnan – Secretary (specific department not mentioned)

– Jacob Helberg – Moderator/Discussion facilitator

– Ambassador Sergio Gor – U.S. Ambassador to India

– Sanjay Mehrotra – Works with Micron (global memory and storage leader)

– Dr. Randhir Thakur – Doctor/Expert in semiconductor and technology sector

– Moderator – Event moderator for various sessions

– Michael Kratsios – Head of delegation for the United States to the India AI Impact Summit, President Trump’s National Science and Technology Advisor, Director of the White House Office of Science and Technology Policy

– Mr. Sriram Krishnan – Senior Advisor for Artificial Intelligence at the Office of Science and Technology Policy, Panel moderator

– William Kimmett – Department of Commerce Undersecretary for International Trade

– Brendan Remington – Department of Commerce Deputy Undersecretary for Policy at the International Trade Administration

Additional speakers:

– Mr. Jeetu Patel – President and Chief Product Officer, Cisco (mentioned at the end as upcoming keynote speaker)

Full session report

This discussion comprised multiple sessions focused on U.S.-India technology cooperation, featuring government officials and industry leaders discussing AI and semiconductor partnerships. The sessions included a panel discussion, a keynote by Michael Kratsios on the American AI Export Program, and a panel on AI export initiatives.

Opening Panel Discussion

The initial panel featured Ambassador Sergio Gor, Secretary S. Krishnan, and industry representatives discussing the foundation of U.S.-India technology cooperation. Ambassador Gor emphasized the “limitless potential” of the U.S.-India relationship, noting the personal relationship between President Trump and Prime Minister Modi as a significant enabler. He observed with diplomatic candour that “for those colleagues of mine from Washington to understand the difference that it makes when our president likes you or he doesn’t like you,” suggesting this creates opportunities for enhanced cooperation over the next three years.

Secretary S. Krishnan outlined three key priorities: building infrastructure, focusing on innovation, and maintaining a spirit of partnership. He emphasized lessons learned from the pandemic and recent geopolitical upheavals, arguing for the need to “align and ally on lines which really work for people who share values” and avoid becoming “enslaved or tied down to just one dependence.”

Dr. Randhir Thakur provided context on India’s semiconductor capabilities, noting that Indian engineers conduct 20% of worldwide chip design and that India produces 1.5 million engineers annually. He highlighted dramatic growth in India’s semiconductor investments, growing from zero to over $25 billion across 10 factories in three years. Dr. Thakur also referenced a quote from “Undersecretary Halbert” that “the 20th century ran on oil and steel. The 21st century runs on compute and the minerals that feed it.”

Industry Investment Examples

Sanjay Mehrotra from Micron detailed the company’s $2.75 billion investment in assembly and test operations in Sanand, Gujarat, India. He explained that “memory is a critical enabler of AI” and that “if AI is driving, is the growth engine of the digital economy, then memory is the fuel.” Mehrotra described how Micron’s R&D facilities in India contribute to leading-edge memory design while manufacturing operations create synergies with U.S. facilities.

The discussion included references to partnerships with companies including Analog Devices, Qualcomm, Synopsys, Intel, and investments by Tata Electronics. Dr. Thakur noted that India produced $70 billion worth of mobile phones with $30 billion exported, demonstrating the country’s manufacturing capabilities.

Policy Context and Regulatory Changes

An important development mentioned was President Trump’s decision to rescind the Biden diffusion rule in his first week in office, making it easier for countries like India to access advanced semiconductor chips. This regulatory change was presented as facilitating enhanced technology cooperation.

The discussion also referenced the signing of the “Pax Silica” agreement, though specific implementation details were not elaborated in the transcript.

American AI Export Program Keynote

Michael Kratsios delivered remarks on the American AI Export Program, describing it as an initiative to share America’s “AI stack” globally while supporting partner countries’ sovereign AI capabilities. The program is designed around industry-led consortia offering full-stack solutions to international buyers.

Kratsios emphasized the program’s approach to “real AI sovereignty” – enabling the adoption and deployment of sovereign infrastructure, sovereign data, sovereign models, and sovereign policies within national borders under national control. He noted that this approach allows countries to build domestic champions on American technology infrastructure rather than viewing sovereignty and partnership as contradictory.

The program includes the modernization of the Peace Corps into the U.S. Tech Corps, which will embed volunteer technical talent with partner countries to provide implementation support. Financing mechanisms mentioned include new programs from the U.S. International Development Finance Corporation and Export-Import Bank.

AI Export Program Implementation Panel

Commerce Department officials William Kimmett and Brendan Remington provided details on program implementation. Kimmett explained that the Department of Commerce conducted a request for information process that generated significant industry interest and provided insights shaping the program design.

Remington emphasized the program’s flexibility, noting that “we hear about AI sovereignty a lot. And there are many different versions of this.” The program accommodates diverse national priorities, from countries wanting complete control over their data to those seeking transparency and choice in their AI implementations.

The officials highlighted applications in healthcare, education, agriculture, and manufacturing, with particular focus on improving public services and economic outcomes in emerging markets through partnerships with ministries and government agencies.

Sovereign AI Capabilities and National Champions

The discussion included references to sovereign AI development, with specific mention of Sarvam’s new model launch as an example of sovereign AI capability. The program includes initiatives for AI agent standards and national champions development.

Sriram Krishnan specifically acknowledged students in the audience and their enthusiasm for AI, emphasizing the importance of the next generation in driving technological advancement.

Program Structure and Approach

The American AI Export Program is structured around industry consortia providing comprehensive solutions rather than individual technology transfers. This approach recognizes that successful AI deployment requires not just technology but also capacity building and institutional support.

The program acknowledges different types of AI sovereignty requirements, from village-level data centers to transparency needs, and is designed to accommodate these varying national priorities while maintaining integration with trusted international partners.

Conclusion

These sessions outlined a framework for U.S.-India cooperation in AI and semiconductor technologies, emphasizing shared democratic values while recognizing diverse sovereignty requirements. The combination of regulatory changes, investment commitments, and new export programs creates multiple pathways for enhanced technology cooperation.

The discussions emphasized that successful partnerships require enabling local capability building rather than creating dependency relationships. As these initiatives move forward, their success will depend on effective execution of the detailed mechanisms still being developed.

Note: The transcript appears to conclude mid-sentence with the introduction of Jeetu Patel from Cisco, suggesting additional content may have followed these recorded portions.

Session transcript

Secretary S. Krishnan

and resilient supply chain in these critical areas of technology which the world needs.

Jacob Helberg

And that’s actually a great segue to shift to Ambassador Gore, who just arrived in India with a bang. Ambassador Gore, could you help us understand your vision for the opportunities that you see to deepen U.S.-India technology collaboration? Thank you.

Ambassador Sergio Gor

Thank you, Jacob. Jacob, look, liberalist potential, those are the two words. And I truly mean it. As I’ve started traveling around this country, and I’ve been to multiple states already, what I have seen here, it’s such a natural partnership. And what the United States has with the best technology and with the innovation that we see here across India, this is a natural partnership. The President and the Prime Minister have a special relationship, and I mean that. And that goes a long way. And I think that’s a great point. I think that’s a great point. I think that’s a long way. You have great elements here in the sense of the technology, in the sense of the innovation.

and in the want. India wants to get involved. But also the magic touch is that special relationship between our two leaders. It’s a friendship that goes back many years. And for those colleagues of mine from Washington to understand the difference that it makes when our president likes you or he doesn’t like you. And with India, our president really, really, really likes the prime minister. And so that makes a huge difference for the next three years. Not only the administration, but the White House itself is open to engaging India. And one of those areas where we can further this to a record is this AI. It’s the technology sector. And so that’s something that I’ll be focused on over the next three years.

Jacob Helberg

Thank you. Sanjay, could you help us understand a little bit, what does the partnership between America and India mean for the security of the supply chains of a company like Micron? Which obviously operates on a global scale.

Sanjay Mehrotra

First of all, Jacob, let me just say congratulations on this India and U.S. Paxilica signing today. This is certainly a tremendous initiative and wonderful to see the collaboration between the two great countries on the technology front, semiconductors, and, of course, resilient, secure supply chains. Micron, as I was mentioning earlier, a global memory and storage leader. And, of course, Micron is headquartered out of U.S., an American company, and Innovation Powerhouse, 60 ,000 -plus patents. We are here in India. We have R &D facilities here in India, absolutely contributing to leading -edge memory design. I should name Secretary Vaishnav earlier. Earlier. We earlier talked about two -nanometer designs. In memory, the most advanced designs in the world are also taking place here in India.

very much in collaboration with our teams in the U.S. So it’s an example, good example, of how we are advancing AI forward. Memory is a critical enabler of AI. Just think of it this way, that if, you know, AI is driving, is the growth engine of the digital economy, then memory is the fuel. And that fuel is being, you know, really developed, is manufactured between collaboration between U.S. and India here with R &D teams here, but also manufacturing. And that’s an important piece with Micron performing assembly and test operations here in the Sanand, Gujarat facility with investments, with the support from the Indian government, with $2 .75 billion of investments, with time that will result in, hundreds of millions of chips assembled and tested here.

And that complements Micron’s manufacturing plan. in the U.S. Actually, as you look at our manufacturing plants in the U.S. on the silicon side, as well as advanced packaging side, the work we’ll do here will complement that. It will add to it. It will contribute to it in terms of AI in manufacturing, in terms of automation in manufacturing, refining and making workflows related to manufacturing more efficient. This will be a win -win partnership with Micron’s investments in the U.S. getting the support and all the learnings of large -scale manufacturing of assembly and test operations here in India as well. So we are really looking forward to it. And it’s initiatives like Paxilica absolutely ensure that there is successful supply chain resiliency and security built in to continue to build the AI infrastructure and advance the technology.

And it’s

Jacob Helberg

Thank you. And Dr. Thakur, could you help us understand a little bit better the special connection between heavy data center investments and edge technology like smartphones and connected vehicles, especially in emerging markets?

Dr. Randhir Thakur

Well, thank you very much. And I first want to really congratulate on Paxilica at a personal level. It’s very exciting. We are doing this between our two countries. Truth be told, for my PhD, I went to Oklahoma of hot places. You know, so I’m a sooner and pretty soon I realized that football, I don’t have chance to do silicon, you know, so I worked on silicon. So, but you know, the key is that first transistor built was really built on germanium produced near Oklahoma, germanium transistor. Until we switched to silicon and thank God we did and Shockley made the first transistor in Bell Labs and rest is history. So our industry has always been dependent on this material engineering, ability to work these minerals, deploy them into making the chips.

And as far as the question about data center, I think the enablement of the data centers or AI is hardware driven. Because AI was known long time, but the hardware was not ready. Our ability to compute was just not there. And as you have said, Undersecretary Halbert, that the 20th century ran on oil and steel. The 21st century runs on compute and the minerals that feed it. That is so true. So packed silica is just such a timely change. For us in India, the innovation and the drive we have is tremendous. 1 .5 million engineers are produced every year. 20 % of the global semiconductor industry. 20 % of the global semiconductor industry designed. is done, the chip design is done by Indian engineers here in India.

And we never really had any non -coercive issues in the design space. So I think this is a very, very natural fit. In terms of the progress we are making, I think three years ago, there was no investment in India on the semiconductor side. Today, we have more than $25 billion being invested in 10 different factories, including Micron and Tata Electronics. We are working on the first AI -enabled fab that will be producing the AI -specific chips in India. We are using the indigenously developed packaging technology in Northeast Assam, where we’ll be packaging all of the automotive and other chips that are at the edge, being done for the U.S. companies. Partnership -wise with the U.S., because semiconductors brings us together, we are working with companies like Analog Devices.

Qualcomm, Synopsys, and Inter, where we have memorandum of understanding to work together. to deploy the ecosystem. Sometimes we are the customers, sometimes they are the customers. So at a holistic level, that engagement moving extremely well. On mobile phone, we are producing now, I think this year India produced mobile phones worth $70 billion in the last year, $30 billion of which were exported out. So there is just tremendous push all around in terms of manufacturing. And this initiative today, I really believe it’s going to bring and accelerate the momentum that we already have. Thank you.

Jacob Helberg

I want to end by zooming out and asking a question for all of our panelists that’s a little bit more macro. And as we gather here in India in front of world leaders and business executives, and as the global economy undergoes this incredible change driven by the reorganization of our supply chains and the AI revolution. What is your message to this? And maybe we can start with Secretary Krishnan and work our way down. The message

Secretary S. Krishnan

to this audience is that we need to align and ally on lines which really work for people who share values, for countries that share values, and to ensure that we do not become enslaved or do not become tied down to just one dependence. I think that is the critical thing. That is what we learned. Through the pandemic and through all the geopolitical upheavals. And therefore, we need to have trusted partners with whom we can work and trusted value chains so that technology can work for all of us in organizing this India AI Summit. I think what we have truly managed to do is to democratize an important element of technology. The people have been let into the room, and that needs to continue through.

valuable partnerships.

Jacob Helberg

Thank you. Ambassador Gore, you talked about limitless potential earlier. Can you give us a little bit of a color on what your main top -level message is to this audience?

Ambassador Sergio Gor

Look, the message is the AI revolution is here. People can pretend it’s not. It’s coming. And so it’s one of those things, the sooner that people can adapt to your point, the sooner that people can partner with like -minded individuals, that’s a good thing. And so you find in some places of the world, not India, but in other places of the world where they’re going to resist AI, where they’re going to resist this revolution, it’s here. It’s here to stay. Every hundred years, every so often, we see in history something that changes the world. And you always have a sector that resists. When Ford had the first Model T come off the assembly line, the first people that protested were those in a horse and buggy.

But today, nobody would want to go back to a horse and buggy. They would want to go back to a horse and buggy. They would want to go back to a horse and buggy and give up their cars. That revolution came, whether you like it or not. And the same thing is going to happen here over the next few years. And so India and the United States being at the leading, at the cutting edge of this new technology, embracing it, using it for good, and partnering with those who share our common values. We’re the world’s oldest democracy. This year we’re celebrating 250 years. India is the world’s largest democracy. This is a national partnership for both of our nations.

Jacob Helberg

Thank you. Sanjay?

Sanjay Mehrotra

Micron’s vision statement defined several years ago now is transforming how the world uses information to enrich life for all. And that vision is truly coming to life today. This AI summit, the message of Sarvajan Hittai and Sarvajan Sukhai, welfare for all, happiness for all, is very much aligned. with Micron’s vision. U.S. vision for AI in terms of national and economic security, and, of course, the businesses and the global leaders around the globe working toward AGI, artificial general intelligence, all of this critically relies on memory and storage, and Micron is very proud to be at the center of it. More and more memory is needed. Micron is making the investments in order to increase the supply.

But it’s not about just the importance of memory and storage to advancement of AI. It’s not just about investments that Micron is making in the U.S. to advance semiconductor supply chain as well as in India and other locations, but it is also absolutely about initiatives like Pax Silica, that really secure the future of supply chain. and ensure that AI infrastructure and AI capabilities will be there ready to shape the world of the future. We are very proud to be part of this, very proud as an American company to be able to bring up advanced technology capability here in India, which will benefit our U.S. operations as well, and very thankful to the partnership between U.S. and India to jointly together define the future of AI and shape the future of the world.

Jacob Helberg

Thank you so much. Dr. Thakur, any closing thoughts for the audience?

Dr. Randhir Thakur

Well, thank you very much. As our Tata Sun chairman, Mr. Chandrasekharan, said yesterday, under the vision of our prime minister, India has treated AI as strategic national capability. So I see. I see the declaration of Pax Silica as a response and an enabler, a codification of trust, and for us. the opportunity to work together. The expectation is laid out from the nations. It is now up to us to deliver on this promise as an industry. So, Honorable Undersecretary Helberg, Ambassador Gore, I really want to thank you from bottom of my heart for Paxilica. We’ll make it work. Thank you. Thank you so

Moderator

Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. you you Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. you you Thank you. Thank you. you you Thank you. Thank you. And this is the panel partnering on American AI Exports Program. First, I take this opportunity to welcome Mr. Michael Kratios for the keynote remarks to kick off this session. Michael Kratios is the head of delegation for the United States to the India AI Impact Summit. And also, he is President Trump’s National Science and Technology Advisor and the Director of the White House Office of Science and Technology Policy.

Ladies and gentlemen, please welcome Mr. Michael Kratios.

Michael Kratsios

asked to choose between completing the stack and developing a domestic AI, we have established a national champions initiative. We recognize that partners need a chance to build their native technology industries and believe facilitating this will be a critical part of the export program. To facilitate the development of industry -led, open, and secure AI standards and to give the public confidence in this next generation of technology, we are creating an AI agent standards initiative. To empower developing partner countries to overcome financing obstacles as they import the American AI stack, the U.S. International Development Finance Corporation and the Export -Import Bank of the United States, the U.S. Trade and Development Agency, the Millennium Challenge Corporation, and a new World Bank fund have initiated new AI -focused programs.

And to further enable AI adoption in the developing world, the Trump administration is bringing America’s historic Peace Corps into the 21st century. with the launch of the U.S. Tech Corps. This initiative will embed volunteer technical talent with import partners to provide last -mile support in deploying powerful AI applications for enhanced public services. In everything from energy and education to manufacturing and medicine to transportation and agriculture, I’m confident that the American AI stack can be key to unlocking new economic and social benefits for your people. The hope of the United States is that the pursuit of real AI sovereignty, the adoption and deployment of sovereign infrastructure, sovereign data, sovereign models, and sovereign policies within your borders under your control will become an occasion for bilateral diplomacy, international development, and global economic dynamism.

The American AI Export Program exists to make that happen. The U.S. wants to share the American AI stack because this technology presents the opportunity to lead. as our nation’s founders did 250 years ago, a revolution in human history to the benefit of all of mankind. These tools used well will unlock new knowledge for our growth and new sources of prosperity and challenge us to grow the strength of our humanity to match our growing capabilities. American AI is settling a new frontier, but America does not seek to build this new future alone. So I ask you to join us. Thank you.

Moderator

Thank you so much, Mr. Kratios, for your ideas, your remarks, which are truly enlightening and illuminating as well. Ladies and gentlemen, next I would like to invite the speakers for a panel on partnering on AI exports. Interesting, isn’t it? Well, the moderator is Mr. Sriram Krishnan, the Senior Advisor for Artificial Intelligence at the Office of Science and Technology Policy, and the panelists are Department of Commerce Undersecretary for International Trade, Mr. William Kimmett, and Department of Commerce Deputy Undersecretary for Policy at the International Trade Administration, Mr. Brendan Remington. Please welcome the panelists. Over to you, Mr. Krishnan.

Mr. Sriram Krishnan

Good morning. How is everyone doing? How is everyone doing? First off, before we get started, I just want to say what a privilege and honor it has been for us to be here the last couple of days. I want to thank all of our hosts. I want to thank the Honorable Prime Minister Narendra Modi. I want to thank the huge team which has made this possible. It has been an amazing privilege. And especially today, when I was roaming the halls and I was here, I was just struck by the honor and the privilege of being here. And I want to thank the optimism of so many of the delegates and attendees here. in particular I was struck by the optimism of so many young people so I’m curious how many of you here are students okay can all of you who are students just please stand up okay can everyone else give them a round of applause because I was just so blown away by the enthusiasm they have for AI and you know and you know the hope and the potential and you know thank you for coming here and I think you need to get back to studying after this but thank you for coming here it really blew me away and so I wanted to say that just because I think that hope and optimism is what we in the Trump administration have really embraced when it comes to AI and I think that’s going to be a core part of when we talk about AI exports so first off I want to kind of introduce my distinguished fellow panelists we have Under Secretary William Kimmett from Department of Commerce we have Deputy Under Secretary Remington Well, before we get into the serious stuff, you’ve been all over India for the last couple of days.

No pressure, but what has been your favorite part? Everyone here is judging you.

William Kimmett

My favorite part, I think, it’s been fabulous. We actually did a stop in Bangalore before we came to Delhi, which was really fabulous and really just amazing. I want to echo what Sri Rama said about the excitement and the dynamism we’re seeing in the ecosystem here, and it’s just really remarkable, and particularly the young, talented students here in India. It’s just really been remarkable to see. And I’d say riding in the streets of Bangalore, that was an experience, and seeing the traffic there. But what I noticed while we were driving throughout all the traffic around us was how, well, digitalized the country is. And, you know, I see people on motorcycles, and they’re on the back with their phones, and everybody’s on their phone, and just how digital the country is, and it’s really remarkable.

So I’d say experiencing the streets of Bangalore on the riding side, but also seeing how integrated tech is in everybody’s everyday life here has been really remarkable to see.

Mr. Sriram Krishnan

Amazing. Anybody from Bangalore or Karnataka here? Okay, a couple of folks. Okay, you need to help show them around next time he’s there. There you go. And Deputy Undersecretary, what about you?

Brendan Remington

I’d say the energy and the pace. I mean, it’s just unreal. I’ll stick with the driving theme. I think you can see it. It’s both precise and it’s decisive. It doesn’t wait for you. It’s representative of a lot of things, and Indians keep pace. I love the energy.

Mr. Sriram Krishnan

That’s true. I think the energy has been amazing. And so we’re going to talk about exports, but all of this comes from what President Trump set into motion in his very first week in office, where he did two things. First, he rescinded the Biden diffusion rule, which, as Dr. Kratzio said, made it difficult. It made it near impossible for countries like India to access advanced semiconductor chips. So I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. I think that’s a big thing. Second, he tasked all of us with coming up with an action plan to deliver on what the country’s, America’s priorities should be when it comes to AI.

And we did that in July, and we have come up with three priorities. First is to build infrastructure. AI needs energy. AI needs data centers. And we’ve been focused on building those in a way that works for America and works for our citizens. Second, we’re focusing on innovation. How do we make sure that we have our entrepreneurs and we have our companies building the technologies that are necessary? But third, I think, is a spirit of partnership. How do we share these technologies that are built in Silicon Valley, in America, with our allies and with the rest of the world? And that’s what we’ve been really focused on. And on that end, and Will, I’d love to start with you.

Could you talk a little bit about the AI? The AI export program that Dr. Kratz has talked about, what it

William Kimmett

Absolutely. So certainly, President Trump has made AI a national priority. And so what does that mean? And when you think of the United States and our great tech companies, obviously, we’re doing what we can to support them. And of course, we’re doing that for our national security, our economic security and the success of our great companies. But how do we use that to share that with the rest of the world? And so specifically on this AI exports program, the president issued an executive order last July that tasked the Department of Commerce with standing up the AI exports program. And what that is, is it’s going to call for industry led proposals of consortia that will offer full stack offerings to the world and how we can promote the exports of those full stack consortia.

So it’s sort of a question of what does that mean? What does full stack mean? And so we wanted to make sure we were as thoughtful as possible in this process. us. And so we issued a request for information, asking companies to give us information, tell us what might be helpful, tell us maybe what wouldn’t be helpful. And we got a tremendous, tremendous response from the industry. We got hundreds of submissions, and we have spent the last several weeks digesting those and understanding the dynamics that maybe we weren’t aware of and things we should think about as we craft this program. And we are putting the finishing touches on it. And the next step is going to be a public call for proposals from the industry to submit these consortia and how we’re going to shape that program to do full -stack offerings and maybe other offerings as well.

Mr. Sriram Krishnan

That’s awesome. And Deputy Undersecretary, if I may come to you, maybe if you can just get into the details. We have guests from multiple countries over here. We have companies from all over the world here. Could you maybe break down a little bit about the next level of granularity? How do these consortia work if I’m a country attending this event or if I’m a company? what should I be doing?

Brendan Remington

Sure. I’ll start by saying you’ll hear more on how it actually works, but I’ll describe what we’ve heard so far and what people have asked of us. We’ve heard really two motions. One is how can we go outbound to the world? How do we offer, how do we help companies find buyers? And then on the other side for foreign buyers, how do we make it easier for you? And so as we’ve looked at that, we’ve decided, and as we’ve approached it, we’ve looked at a couple of different kinds of consortia. On the one hand, you would think, and what we’ve heard is make it easy, make it simple, like t -shirt sizes, small, medium, large.

I don’t need 100 permutations. I just need to know what’s available. But there are others who do want that special, very, very unique niche kind of thing and to accommodate both of those. And we’ll say in each of these, we’re looking for simplicity. We’re looking for elegant solutions. Our goal here is to make this easy for both sides. for both buyers, whether they are governments, whether they are state -owned enterprises or any sort, and then also for the real companies that we talk to, both the large ones but also the small startups who are thinking, what should I do next? I’m in my Series A, I’m in my Series B. Should I sell abroad? Is this possible to make that feasible for them?

Mr. Sriram Krishnan

And so if I’m a founder, should I come find you?

Brendan Remington

Yes.

Mr. Sriram Krishnan

Oh, there we go. Wow, I like putting him on the spot over there. So find him.

Brendan Remington

Through the website, not me personally.

Mr. Sriram Krishnan

He’s the man. I think for the last couple of days, one of the remarkable announcements was the launch of Sarvam’s new model, which I was really blown away by. And if you folks haven’t checked it out, you should check out some of the technical details. It is really, really impressive. And I think that is a good segue to the theme of sovereign AI. We have countries all over the world who want to have a sovereign AI kit. capability. What does it mean when working with some of the programs that we are talking about today with if you’re a national champion or if you’re a country which wants to have sovereign capabilities?

William Kimmett

Sure. So I think the program is going to, of course, be built on the American AI tech stack. But then, like I said, what does that mean exactly? And so what it really means is we want to set the foundation for possibilities as we’re exporting to other countries. And so in the context of a national champion, you know, if there’s a great company that wants to use American tech, we provide that foundation and then allow that national champion to build on that foundation of American tech. And so it’s really providing a level of the tech stack to countries so that they can build on that with their great local domestic champions.

Mr. Sriram Krishnan

I totally agree. I think one thing that, you know, when it comes to the stack, is there are multiple parts of it. There are the chips, the GPUs, the TPUs, whether using NVIDIA or AMD or Google. For example, you know, Servum has done great work working with NVIDIA on training their model. Then there is the model layer. There are agents or applications on top. So I think when we talk about the program and the stack, it is really you can pick as a company or as a country what part of the stack you want to build on. And there’s a whole range of possibilities.

Brendan Remington

If I could add one thing, we’re trying to facilitate choice. We hear about AI sovereignty a lot. And there are many different versions of this, right? We hear about does every village need their own data center, right? Or does everyone need an LLM for, like, their specific context? Some of them just say I want control over my data. I want to know where it goes. I want transparency. Because there are so many permutations, we want to offer these many choices and allow each context. And we’re trying to do that. And we’re trying to do that. And we’re trying to do that. and each buyer to make those choices.

Mr. Sriram Krishnan

And that is true. And I think I want to go back to what Dr. Katcha said, and I said about the first week of President Trump being in office, he wanted to make it easy for other countries to get access to our technology, and that set this in motion last January. Next up, I want to move to use cases. A lot of countries all over the world that Dr. Katcha is talking about and who are trying to figure out how to adopt AI, how to provide their citizens a better quality of life, better services. What are use cases that are interesting to you that you think, you know, we are going to see a lot of great progress and work on in the next year or two?

William Kimmett

Yeah, so I think the ones that are interesting to me certainly are in emerging markets are both in the health space and the education space and what we can do to bring AI solutions in those crucial sectors in various countries. And so. working with like the Ministry of Health in an emerging market and coming up with a solution that would revolutionize their health industry to the benefit of their citizens, that’s the part of the program that really excites me.

Mr. Sriram Krishnan

Ben?

Brendan Remington

Yeah, there’s so many. I mean, it’s so sweeping, but others we’ve also heard have been agriculture, manufacturing, I mean, maritime, you name it. There are a lot of verticals that have so many new use cases and so many new applications coming out all the time. I think back to the simplicity point, organizing around verticals, a one -stop shop, if you come here, this is where you can find offerings, has been something we’ve heard would be very useful.

Mr. Sriram Krishnan

I think so. For me, there’s obviously many, but I think education is something which has just blown me away. Even this morning, talking to a student, I met somebody from my alma mater and from second year of undergrad who’s just doing amazing things with AI at an age when I was not doing anything at all. And I think that’s something that’s really important. I think that’s something that’s really important. And, you know, that just fills me with hope and inspiration. Imagine every student, whether you could be five years old or maybe you’re 50 years old, and having access to a teacher, a lecturer, a professor who never gets tired, who knows how to speak to you in a local language, can answer any single question.

I think that is going to change so many people’s lives. Okay, one last note. We’re all working on AI. Just on a broad theme, what is something about AI, whether it’s in the U.S. government, whether it is how you’re approaching your work that fills you with optimism?

William Kimmett

I’d say for me, speaking, you know, working for the government, we’re talking about helping export USAI tech stack to the world. We actually, in the U.S. government, need to do a good job also bringing it into government in a lot of the work we do. I run the International Trade Administration. As part of that, we do a lot of analysis of supply chains and looking at things, and there are certainly better ways we can. So that’s one area where I think as we’re bringing tech. to the world, we also need to do a good job of bringing it into the U.S. government and helping us become more efficient as well.

Mr. Sriram Krishnan

I love that. I have to know that the U.S. government, I mean, we’ve done a lot of work. If you look at the action plan, a lot of work on making things more efficient. And you?

Brendan Remington

I’d say two things. The first, it’s so sweeping. There are very few technologies that change like your personal life and your work life. And they’re both going very quickly. The second is the hunger for this is so high. It’s not hard. We don’t have to sell AI in the sense of, do you want this? People want this. It’s really, how should we best provide it to them? How do we help both sides of this? How do we help the companies and how do we help the buyers? And being in the middle of that and enabling that is very exciting.

Mr. Sriram Krishnan

I agree. I think it’s a great note to end on. And I think I just want to close out by reemphasizing something that the Ambassador Gore spoke about earlier, which is, you know, these are two great nations. the world’s oldest democracy and the world’s largest democracy. Both countries, I obviously have very deep ties to. And a lot of this has been made possible by the special relationship between President Trump and Prime Minister Modi. And I think today, what you saw with the Pax Silica signing with Undersecretary Helberg and Dr. Kratios, what you saw with Dr. Kratios’ announcement is such a remarkable moment. But for me, it is just the beginning of what is going to be an amazing, enduring technology partnership.

But thank you so much. And thank you for being an amazing audience. And thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you.

Moderator

Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Thank you. Hello everyone, welcome back once again. I’m sure you’re all refreshed after this break. And now we’re going to start with the next session and have some wonderful keynote speakers once again with us today. And a great lineup, as I said in the morning as well. So now I’m going to invite our keynote speaker. He is Mr. Jeetu Patel, President and Chief Product Officer, Cisco. Well, Mr. Patel sits at the intersection of AI and enterprise infrastructure. It’s kind of the plumbing that makes it work.

At Cisco, he’s leading the company’s transformation into an AI -native networking and security powerhouse. In a world obsessed with models and algorithms, his reminder that none of it works without resilient, secure infrastructure is both timely and essential. Ladies and gentlemen, please welcome Mr. G.

Ambassador Sergio Gor

Speech speed

193 words per minute

Speech length

Optimism, Youth, and Education as Drivers of the AI Future

Topics

Artificial intelligence | Social and economic development

Secretary S. Krishnan

Speech speed

139 words per minute

Speech length

145 words

Speech time

62 seconds

Align with values‑sharing partners

Explanation

Krishnan stresses that the U.S. must work with countries that share democratic values and avoid dependence on a single source, while also democratizing key technologies.

Evidence

“to this audience is that we need to align and ally on lines which really work for people who share values, for countries that share values, and to ensure that we do not become enslaved or do not become tied down to just one dependence.” [16]. “I think what we have truly managed to do is to democratize an important element of technology.” [17].

Major discussion point

U.S.–India Strategic Partnership & AI Collaboration

Topics

Artificial intelligence | The enabling environment for digital development

Trusted, diversified supply chains

Explanation

He calls for trusted partners and resilient supply chains to protect critical technology sectors, especially after pandemic‑related disruptions.

Evidence

“And therefore, we need to have trusted partners with whom we can work and trusted value chains so that technology can work for all of us in organizing this India AI Summit.” [7]. “and resilient supply chain in these critical areas of technology which the world needs.” [75].

Major discussion point

Semiconductor Supply‑Chain Resilience & Micron’s Investment

Topics

Building confidence and security in the use of ICTs | The digital economy

Jacob Helberg

Speech speed

156 words per minute

Speech length

240 words

Speech time

92 seconds

Impact of partnership on Micron supply chain

Explanation

Helberg asks how the U.S.–India collaboration will affect the security and resilience of Micron’s semiconductor supply chain.

Evidence

“Sanjay, could you help us understand a little bit, what does the partnership between America and India mean for the security of the supply chains of a company like Micron?” [25].

Major discussion point

U.S.–India Strategic Partnership & AI Collaboration

Topics

The digital economy | Financial mechanisms

Moderator

Speech speed

14 words per minute

Speech length

416 words

Speech time

1777 seconds

Setting the agenda

Explanation

The moderator introduces the panel, establishing the framework for the discussion on AI collaboration and trade.

Evidence

“Well, the moderator is Mr. Sriram Krishnan, the Senior Advisor for Artificial Intelligence at the Office of Science and Technology Policy, and the panelists are Department of Commerce Undersecretary for International Trade, Mr. William Kimmett, and Department of Commerce Deputy Undersecretary for Policy at the International Trade Administration, Mr. Brendan Remington.” [50].

Major discussion point

U.S.–India Strategic Partnership & AI Collaboration

Topics

Artificial intelligence

Sanjay Mehrotra

Speech speed

132 words per minute

Speech length

U.S.–India Strategic Partnership & AI Collaboration

Topics

Artificial intelligence | The enabling environment for digital development

Dr. Randhir Thakur

Speech speed

144 words per minute

Speech length

609 words

Speech time

252 seconds

$25 bn semiconductor‑fab rollout

Explanation

Thakur details India’s $25 billion investment across ten factories, including AI‑specific chip production and indigenous packaging for edge devices.

Evidence

“Today, we have more than $25 billion being invested in 10 different factories, including Micron and Tata Electronics.” [64]. “We are working on the first AI -enabled fab that will be producing the AI -specific chips in India.” [65].

Major discussion point

Semiconductor Supply‑Chain Resilience & Micron’s Investment

Topics

Financial mechanisms | The digital economy | Artificial intelligence

Hardware‑driven AI growth

Explanation

He frames the 21st century as being powered by compute and critical minerals, noting that AI infrastructure is fundamentally hardware‑centric.

Evidence

“The 21st century runs on compute and the minerals that feed it.” [83]. “And as far as the question about data center, I think the enablement of the data centers or AI is hardware driven.” [84].

Major discussion point

AI Infrastructure, Data Centers & Edge Technologies in Emerging Markets

Topics

Artificial intelligence | Environmental impacts

Michael Kratsios

Speech speed

148 words per minute

Speech length

AI Export Program & Sovereign AI Initiatives

Topics

Artificial intelligence | The enabling environment for digital development

Mr. Sriram Krishnan

Speech speed

117 words per minute

Speech length

1491 words

Speech time

762 seconds

Celebration of student enthusiasm

Explanation

Krishnan highlights the excitement and optimism of Indian students, viewing them as a key driver for AI adoption and future innovation.

Evidence

“I was just so blown away by the enthusiasm they have for AI and you know and you know the hope and the potential and you know thank you for coming here it really blew me away and I think that hope and optimism is what we in the Trump administration have really embraced when it comes to AI.” [126]. “And I want to thank the optimism of so many of the delegates and attendees here.” [49].

Major discussion point

Optimism, Youth, and Education as Drivers of the AI Future

Topics

Capacity development | Social and economic development

Optimism about AI’s societal impact

Explanation

He asks panelists what fills them with optimism regarding AI, linking youthful energy to broader societal benefits.

Evidence

“What is something about AI, whether it’s in the U.S. government, whether it is how you’re approaching your work that fills you with optimism?” [130].

Major discussion point

Optimism, Youth, and Education as Drivers of the AI Future

Topics

Capacity development | Social and economic development

William Kimmett

Speech speed

173 words per minute

Speech length

Optimism, Youth, and Education as Drivers of the AI Future

Topics

Capacity development | Social and economic development

Brendan Remington

Speech speed

195 words per minute

Speech length

603 words

Speech time

185 seconds

Consortia “t‑shirt size” model

Explanation

Remington outlines a simplified approach for AI consortia, using “t‑shirt size” categories to make offerings easy for both buyers and sellers.

Evidence

“On the one hand, you would think, and what we’ve heard is make it easy, make it simple, like t -shirt sizes, small, medium, large.” [114]. “If I could add one thing, we’re trying to facilitate choice.” [22].

Major discussion point

AI Export Program & Sovereign AI Initiatives

Topics

Artificial intelligence | Financial mechanisms

Facilitating choice for buyers and sellers

Explanation

He emphasizes the program’s goal to help companies find buyers and help foreign buyers locate suitable AI solutions.

Evidence

“How do we help companies find buyers?” [115]. “How do we help the companies and how do we help the buyers?” [116]. “And then on the other side for foreign buyers, how do we make it easier for you?” [117].

Major discussion point

AI Export Program & Sovereign AI Initiatives

Topics

Artificial intelligence | Financial mechanisms

Agreements

Agreement points

U.S.-India partnership is natural and mutually beneficial for technology collaboration

Speakers

– Ambassador Sergio Gor
– Secretary S. Krishnan
– Sanjay Mehrotra
– Dr. Randhir Thakur
– Jacob Helberg

Arguments

Arguments

Program offers full-stack AI solutions through industry-led consortia while supporting national champions and sovereign AI capabilities in partner countries

Initiative provides multiple choices and flexibility for countries to build sovereign AI capabilities on American technology foundation

Program aims to democratize AI technology and share American AI stack globally while maintaining security and promoting innovation

Government approach focuses on making AI exports simple and accessible for both large companies and startups seeking international markets

Summary

All speakers involved in the AI Export Program agree it should offer flexible, choice-driven solutions that allow countries to build sovereign capabilities while leveraging American technology foundations

Topics

Artificial intelligence | The enabling environment for digital development

Social and economic development | Artificial intelligence | Closing all digital divides

Unexpected consensus

Democratization of AI technology access

Speakers

– Secretary S. Krishnan
– Michael Kratsios
– Mr. Sriram Krishnan

Arguments

Partnership democratizes technology access and ensures countries don’t become dependent on single sources

Program aims to democratize AI technology and share American AI stack globally while maintaining security and promoting innovation

Government approach focuses on making AI exports simple and accessible for both large companies and startups seeking international markets

Explanation

Unexpected consensus emerged around the concept of ‘democratizing’ AI technology – making it broadly accessible rather than restricting it. This represents a shift from traditional technology export controls toward more open sharing with trusted partners

Topics

Artificial intelligence | Closing all digital divides | The enabling environment for digital development

Sovereign AI capabilities built on American technology foundation

Speakers

– William Kimmett
– Brendan Remington
– Dr. Randhir Thakur

Arguments

Program offers full-stack AI solutions through industry-led consortia while supporting national champions and sovereign AI capabilities in partner countries

Initiative provides multiple choices and flexibility for countries to build sovereign AI capabilities on American technology foundation

AI represents a strategic national capability that requires nations to work together on infrastructure development and deployment

Explanation

Surprising alignment on supporting partner countries’ sovereign AI capabilities rather than creating dependency. This represents a collaborative approach to AI sovereignty that balances American technology leadership with partner nation autonomy

Topics

Artificial intelligence | The enabling environment for digital development | Data governance

Overall assessment

Summary

Strong consensus exists across all speakers on the strategic importance of U.S.-India AI partnership, the transformative nature of AI technology, the need for secure supply chains through trusted partnerships, and the value of flexible, choice-driven AI export programs that support sovereign capabilities

Consensus level

Very high level of consensus with no significant disagreements identified. This strong alignment suggests effective coordination among U.S. officials and industry leaders, and indicates potential for successful implementation of collaborative AI initiatives. The consensus spans both strategic vision and practical implementation approaches, suggesting robust policy coherence across government and industry stakeholders

Differences

Different viewpoints

Unexpected differences

Overall assessment

Summary

The discussion shows remarkable consensus among all speakers regarding U.S.-India AI collaboration, with no significant disagreements identified. All participants align on the benefits of partnership, the importance of AI technology sharing, and the strategic value of the relationship between the world’s oldest and largest democracies.

Disagreement level

Very low disagreement level. The discussion represents a highly collaborative and aligned conversation where speakers complement rather than challenge each other’s viewpoints. This consensus suggests strong institutional alignment on AI export policy and U.S.-India technology partnership, though it may also indicate limited diversity of perspectives in this particular forum. The implications are positive for policy implementation but may benefit from broader stakeholder input to identify potential challenges or alternative approaches.

Partial agreements

Both speakers agree on the goal of enabling sovereign AI capabilities for partner countries, but they emphasize different approaches – Kimmett focuses on industry-led consortia providing full-stack solutions with national champions building on American foundations, while Remington emphasizes providing multiple choices and flexibility to accommodate different versions of AI sovereignty based on specific country contexts and needs

Speakers

– William Kimmett
– Brendan Remington

Arguments

Program offers full-stack AI solutions through industry-led consortia while supporting national champions and sovereign AI capabilities in partner countries

Initiative provides multiple choices and flexibility for countries to build sovereign AI capabilities on American technology foundation

Topics

Artificial intelligence | The enabling environment for digital development

Social and economic development | Artificial intelligence | Closing all digital divides

Takeaways

Key takeaways

The U.S.-India technology partnership represents a natural alliance between American innovation and Indian engineering talent, strengthened by the personal relationship between President Trump and Prime Minister Modi

The AI revolution is inevitable and transformative, requiring nations to adapt quickly and partner with like-minded democracies rather than resist the change

Supply chain security and diversification are critical – countries must avoid dependence on single sources and build trusted partnerships with nations sharing common values

The American AI Export Program will offer full-stack AI solutions through industry-led consortia while supporting sovereign AI capabilities in partner countries

Memory and semiconductors serve as the fundamental infrastructure enabling AI advancement, making U.S.-India collaboration in this sector strategically vital

India’s rapid growth in semiconductor manufacturing (from zero to $25 billion investment in three years) and engineering capacity (1.5 million engineers annually, 20% of global chip design) positions it as an ideal partner

AI applications in healthcare, education, agriculture, and manufacturing can unlock significant economic and social benefits globally, particularly in emerging markets

The partnership between the world’s oldest and largest democracies creates a model for technology collaboration based on shared democratic values

Resolutions and action items

Launch of Pax Silica initiative to ensure supply chain resiliency and security for AI infrastructure between U.S. and India

Department of Commerce to finalize and issue public call for proposals from industry for AI export consortia following completion of request for information process

Micron to proceed with $2.75 billion investment in assembly and test operations in Gujarat, India, complementing U.S. manufacturing capabilities

Development of AI-enabled semiconductor fabrication facilities in India using indigenous packaging technology

Creation of AI agent standards initiative to establish industry-led, open, and secure AI standards

Launch of U.S. Tech Corps to embed volunteer technical talent with partner countries for AI deployment support

Establishment of new AI-focused financing programs through U.S. International Development Finance Corporation and Export-Import Bank

Unresolved issues

Specific technical details and implementation timeline for the AI export consortia program remain to be finalized

Exact mechanisms for balancing sovereign AI capabilities with American technology stack integration need further definition

Detailed frameworks for ensuring supply chain security while maintaining open technology collaboration require development

Specific use case priorities and resource allocation across different sectors (healthcare, education, agriculture, manufacturing) need clarification

Integration challenges between U.S. government AI adoption and export promotion efforts remain to be addressed

Suggested compromises

Offering multiple consortium models to accommodate both simple ‘T-shirt size’ solutions and complex customized AI implementations

Providing flexible AI sovereignty options allowing countries to choose which parts of the technology stack to build domestically versus import

Balancing national champion support with American technology foundation to enable local innovation while maintaining strategic partnerships

This statistic powerfully illustrates India’s existing centrality to global semiconductor design while subtly referencing geopolitical tensions (the ‘non-coercive’ comment likely refers to China). It positions India as already integral to global tech supply chains, not just an emerging market.

Impact

This comment shifted the framing of the US-India partnership from developed-developing country cooperation to a partnership between two already-integral parts of the global technology ecosystem. It strengthened the case for deeper integration and helped justify major policy initiatives like Pax Silica.

Overall assessment

Explanation

Krishnan mentioned being ‘blown away’ by Sarvam’s new model and encouraged people to check out technical details, but those details weren’t discussed in the session

Disclaimer: This is not an official session record. DiploAI generates these resources from audiovisual recordings, and they are presented as-is, including potential errors. Due to logistical challenges, such as discrepancies in audio/video or transcripts, names may be misspelled. We strive for accuracy to the best of our ability.

Partnering on American AI Exports Powering the Future India AI Impact Summit 2026

Summary

Keypoints

Major Discussion Points:

Overall Purpose:

Overall Tone:

Speakers

Opening Panel Discussion

Industry Investment Examples

Policy Context and Regulatory Changes

American AI Export Program Keynote

AI Export Program Implementation Panel

Sovereign AI Capabilities and National Champions

Program Structure and Approach

Conclusion

Vision of natural partnership

Explanation

Evidence

Major discussion point

Topics

Special relationship between leaders

Explanation

Evidence

Major discussion point

Topics

AI revolution is here

Explanation

Evidence

Major discussion point

Topics

Align with values‑sharing partners

Explanation

Evidence

Major discussion point

Topics

Trusted, diversified supply chains

Explanation

Evidence

Major discussion point

Topics

Impact of partnership on Micron supply chain

Explanation

Evidence

Major discussion point

Topics

Setting the agenda

Explanation

Evidence

Major discussion point

Topics

Micron $2.75 bn India investment

Explanation

Evidence

Major discussion point

Topics

Memory as AI fuel

Explanation

Evidence

Major discussion point

Topics

Pride in U.S.–India partnership

Explanation

Evidence

Major discussion point

Topics

$25 bn semiconductor‑fab rollout

Explanation

Evidence

Major discussion point

Topics

Hardware‑driven AI growth

Explanation

Evidence

Major discussion point

Topics

Launch of American AI Export Program

Explanation

Evidence

Major discussion point

Topics

Micron $2.75 bn India investment

$25 bn semiconductor‑fab rollout