Strengthening cooperation in emerging technologies, particularly artificial intelligence (AI), should become a central pillar of the evolving partnership between India and the United States, according to Sergio Gor.

Speaking at the India Today Conclave 2026, themed “The Intelligence Exchange,” the US ambassador highlighted the growing strategic alignment between the two countries in areas such as technology, trade, and security.

However, Gor emphasized that artificial intelligence will play a decisive role in shaping the future of the bilateral relationship, particularly as global technology competition intensifies during the geopolitical shifts associated with the second term of Donald Trump.

India-US Partnership Entering a New Phase

From Global Uncertainty to Bilateral Breakthroughs

During his address, Gor noted that while many parts of the world are experiencing economic and institutional challenges, the relationship between India and the United States continues to deepen.

“Around the world, these forces are testing institutions and reshaping economies. But in the relationship between the United States and India, we’re seeing something different. Instead of breakdowns, we are seeing breakthroughs,” Gor said.

The ambassador’s remarks reflect the growing strategic convergence between the two democracies, particularly in sectors such as semiconductors, digital infrastructure, defense cooperation, and advanced technology research.

Artificial Intelligence as the Core of Future Growth

AI Driving Global Economic Transformation

Artificial intelligence, Gor noted, is becoming one of the most transformative technologies of the 21st century and will determine which countries lead the next wave of economic expansion.

“Artificial intelligence is transforming the global economy at extraordinary speed. The countries that adopt and deploy these technologies effectively will shape the era of growth and innovation,” he said.

Governments and corporations worldwide are investing heavily in AI infrastructure, computing capacity, and talent development. In this environment, stronger India-US cooperation could accelerate innovation, research, and product development across industries such as healthcare, education, finance, and defense.

Call for Collaboration on AI Technology Stacks

Leveraging American AI Platforms

Gor encouraged Indian technology companies and institutions to work closely with American AI firms and infrastructure providers. He suggested that collaborative development would allow countries to build sophisticated AI systems without having to create every layer of the technology stack independently.

“Rather than trying to build every element of the technology stack from scratch, let us work together. Independent partners are essential to unlocking the prosperity that AI can create for all of us.”

The statement highlights a growing global debate about AI technology stacks, which include foundational models, data infrastructure, chips, and cloud platforms used to develop AI applications.

Expanding Investment and Semiconductor Collaboration

Micron Technology’s Investment in India

Gor also pointed to the increasing presence of American semiconductor companies in India as an example of deepening economic ties. One of the most prominent investments has come from Micron Technology, which has announced major plans to establish semiconductor manufacturing and assembly operations in India.

“This investment strengthens supply chain resilience, expands advanced manufacturing in India, and demonstrates how American companies and Indian talent can work together to build the industries of the future,” he said.

Such investments are part of a broader effort to diversify global semiconductor supply chains and reduce reliance on a limited number of manufacturing hubs.

Pax Silica Initiative and Trusted Technology Partnerships

Building a Resilient Semiconductor Supply Chain

The ambassador also discussed the Pax Silica programme, a US-led initiative aimed at strengthening semiconductor supply chains through partnerships with trusted countries.

India was among the first nations invited to join the initiative, reflecting Washington’s view that India is a critical technology partner in the emerging global semiconductor ecosystem.

Through initiatives like Pax Silica, the United States hopes to foster a network of allied countries capable of designing, manufacturing, and supplying semiconductor components in a secure and reliable manner.

US Vision for Global AI Infrastructure

Remarks by White House Advisor Sriram Krishnan

Earlier at the India AI Impact Summit, senior White House policy advisor on artificial intelligence Sriram Krishnan also spoke about the strategic importance of India in the global AI ecosystem.

Krishnan indicated that the United States hopes its AI infrastructure and technology platforms will become the foundation for AI development worldwide.

“This does not mean giving up strategic autonomy. Indian companies will need to bring in local language support and local culture, and ensure local inference for low latency built on infrastructure here. But at the end of the day, we want the American AI stack to be something that everyone builds on,” Krishnan had said.

Why India Matters in the Global AI Race

Key Strengths

India has emerged as one of the most important global technology partners due to several factors:

Large Digital Talent Pool

India produces one of the world’s largest numbers of engineers and technology professionals each year.

Rapidly Growing AI Ecosystem

Indian startups and technology firms are increasingly building AI solutions in areas such as language models, fintech, healthcare diagnostics, and enterprise automation.

Strategic Geopolitical Position

As the world’s largest democracy and a major technology market, India plays a critical role in shaping global digital governance and technology standards.

Conclusion

The remarks by US Ambassador Sergio Gor underscore the growing importance of artificial intelligence in shaping the future of India-US relations. As both countries seek to strengthen cooperation in advanced technologies, AI partnerships could become a cornerstone of the bilateral relationship.

Collaboration in AI research, semiconductor manufacturing, and digital infrastructure has the potential to accelerate innovation while strengthening global supply chains. With initiatives like Pax Silica and increased investments from companies such as Micron Technology, the India-US technology alliance appears poised to expand significantly in the coming years.

If both nations successfully align their capabilities in talent, infrastructure, and policy frameworks, their partnership could play a defining role in shaping the next generation of global technological innovation.