US Signals Progress on Lower-Tariff Trade Deal With India
美國釋出印美低關稅貿易協定即將突破的訊號
US President Donald Trump has indicated that Washington and New Delhi are nearing a breakthrough on a long-pending bilateral trade agreement, hinting that American tariffs on India may soon be reduced. Speaking at the swearing-in of Sergio Gor as the new US Ambassador to India, Trump said both sides are “pretty close” to finalising a fair deal and praised India’s negotiating strength. Later, at the Oval Office, he linked the potential tariff cuts to India’s sharply reduced imports of Russian oil, saying the US would begin “bringing the tariffs down.” The comments follow Union Commerce Minister Piyush Goyal’s statement that negotiations are progressing well, despite several sensitive issues still under discussion. Five rounds of talks have taken place since March, with both sides targeting the completion of Phase I by late 2025 and aiming to expand bilateral trade from USD 191 billion to USD 500 billion by 2030.
High-level engagement has intensified in recent months, with Minister Goyal visiting the US in September and American officials holding parallel discussions in New Delhi. Negotiators from both countries describe the talks as “positive and forward-looking,” with the shared goal of concluding a mutually beneficial agreement. A lower-tariff, more predictable US-India trade framework could create new supply-chain opportunities, reduce entry barriers for global firms operating in either market, and offer clearer incentives for companies considering India as a manufacturing or sourcing base within a US-aligned trade environment.
https://www.zeebiz.com/economy-infra/world-economy/news-donald-trump-hints-at-nearing-india-us-trade-deal-signals-tariff-reduction-ahead-382956
小編點評：美國與印度即將在低關稅貿易協定上取得突破，川普總統將可能的關稅下調與印度減少俄羅斯石油進口一事連結，並稱讚印度的談判能力。截至目前，雙方已完成五輪談判，並以 2025 年底完成第一階段協議為目標，雙方也設定於 2030 年將雙邊貿易額提升至 5,000 億美元。此協議的推動有望強化供應鏈機會，並降低全球企業進入兩大市場的門檻。
India Has Greater Productivity Upside From AI Adoption, Says MeitY Secretary
印度電子資訊科技部秘書：印度在 AI 推動下的生產力成長潛力高於多數國家
India has far more headroom to raise productivity through artificial intelligence than most countries, according to S. Krishnan, Secretary at the Ministry of Electronics and IT (MeitY). Speaking at an event hosted by the global tech industry group BSA, Krishnan said India’s AI-driven job disruption will be relatively limited because white-collar roles constitute a smaller share of total employment. He also noted that unlike many countries—where about 70% of AI tool usage is for entertainment—India uses AI more for business and enterprise functions, making its productivity potential significantly higher.
At the same event, BSA—whose members include Adobe, Cisco, IBM, Microsoft, Oracle, Salesforce and Zoom—launched its India agenda for enterprise AI adoption. The agenda urges the government to ease restrictions on cross-border data transfers and open access to non-sensitive, high-value government datasets to accelerate responsible AI innovation. Clearer data-flow rules and expanded access to public datasets would strengthen India’s position as a global AI hub, offering multinational firms smoother operations, better collaboration with Indian partners, and improved opportunities to scale AI products and services in one of the world’s fastest-growing digital markets.
小編點評：印度因其就業結構與以企業應用為主的 AI 使用模式，而非娛樂用途，使其在人工智慧帶動下仍有顯著的生產力提升空間，且工作衝擊較小。在 BSA 的活動中，多家產業領袖建議政府放寬跨境資料傳輸限制，並擴大公共資料集的開放，以強化印度作為全球 AI 樞紐的地位，並促進跨國企業合作。
AWS Expands Marketplace in India With Local Currency Purchases, Easing Procurement for Enterprises
AWS 擴大其印度 Marketplace，允許以盧比付款，簡化企業採購流程
Amazon Web Services (AWS) has expanded its AWS Marketplace in India, enabling customers to buy software and services from domestic and global technology providers directly in Indian Rupees. The company said the move will simplify procurement, improve tax compliance, and support India’s fast-growing digital and AI-driven economy. Indian ISVs, consulting partners, and technology vendors can now list and sell offerings locally with INR invoicing, while customers gain easier access to solutions from providers such as Deloitte, Cisco, IBM, Salesforce, Palo Alto Networks, TCS, and Freshworks. AWS executives said the change removes long-standing procurement friction and opens new growth pathways for Indian partners.
Industry players including TCS and Salesforce welcomed the development, calling it a catalyst for cloud adoption and digital transformation. AWS Marketplace—featuring over 30,000 software listings globally—acts as a central platform for organisations to find, purchase, and deploy cloud-ready tools with simplified billing and governance. For companies operating outside India, the expansion enhances the ability to sell to Indian customers through localised transactions, broadens access to one of the world’s fastest-growing cloud markets, and strengthens integration opportunities with India-based partners and enterprises.
小編點評：AWS 已在印度擴展其 Marketplace，允許客戶以印度盧比購買軟體與服務，簡化採購流程、改善稅務合規，並使本地供應商能以盧比開立發票。此舉預期將加速雲端採用與企業數位轉型，使印度用戶更容易取得全球與本地的技術方案，同時也讓跨國企業得以更順利進入快速成長的印度雲端市場。
India Launches National AI Governance Guidelines to Promote Safe and Responsible Adoption
印度發布國家級 AI 治理指引，推動安全且負責任的 AI 採用
The Ministry of Electronics and Information Technology (MeitY), under the IndiaAI Mission, has released the India AI Governance Guidelines—a national framework aimed at ensuring safe, inclusive, and responsible AI deployment across sectors. Unveiled by Principal Scientific Adviser Prof. Ajay Kumar Sood alongside senior MeitY leadership, the guidelines mark a major step ahead of the India–AI Impact Summit 2026. The framework lays out seven guiding principles for ethical AI, recommendations across six governance pillars, an actionable roadmap spanning short to long-term timelines, and practical guidance for industry, developers, and regulators. Officials emphasised that the framework prioritises human-centricity, responsible innovation, and a “Do No Harm” philosophy while leveraging existing legal structures to manage risks without stifling progress.
The guidelines were crafted by a high-level committee chaired by IIT Madras professor Balaraman Ravindran and include contributors from government, academia, industry, and policy organisations. MeitY stated that the extensive public consultation process helped refine the final document, reflecting strong cross-sector engagement. The government highlighted its commitment to ensuring that AI in India remains accessible, affordable, inclusive, and trustworthy while enabling a dynamic innovation ecosystem. For global companies working with or in India, the new governance framework provides clearer regulatory expectations, strengthens trust in AI deployment, and encourages deeper collaboration in line with India’s growing role in shaping responsible AI standards.
https://www.pib.gov.in/PressReleasePage.aspx?PRID=2186639®=3&lang=1
小編點評：印度在 IndiaAI 計畫下推出「全國 AI 治理指引」，旨在確保人工智慧的安全、包容與負責任部署。指引內容包括倫理原則、治理支柱、各階段行動路線圖，並提供企業與監管單位的實務準則。此框架是透過跨部門與業界廣泛諮詢所制定，目標是建立信任、促進創新，並為跨國企業在印度成長中的 AI 生態中提供明確法規導引，以深化合作。
Nvidia Joins India Deep Tech Alliance as New Members Add Over $850 Million in Commitments
Nvidia 加入印度深科技聯盟，新成員承諾投資超過 8.5 億美元
Global chipmaker Nvidia has joined Indian and US investors in backing the India Deep Tech Alliance, which has expanded with fresh capital commitments exceeding $850 million, Reuters reported. Launched in September 2025 with an initial $1 billion pledge, the alliance aims to bridge the funding gap for India’s research-driven startups in areas such as semiconductors, artificial intelligence, space, and robotics. New members include Qualcomm Ventures, Activate AI, InfoEdge Ventures, Chiratae Ventures, and Kalaari Capital — signalling rising global confidence in India’s emerging deep-tech ecosystem.
As a founding member and strategic advisor, Nvidia will provide technical guidance, training, and policy insights to help Indian startups harness cutting-edge AI and computing technologies. The move comes as India pushes to build domestic capability in chip design and frontier technologies, where deep-tech ventures often face long gestation periods and high capital requirements. For companies outside India, the alliance’s expansion creates stronger collaboration pathways, deeper access to India’s advanced engineering talent pool, and new opportunities to partner with or invest in high-growth, research-focused technology firms in the region.
小編點評：Nvidia 已加入印度深科技聯盟，新成員承諾超過 8.5 億美元的資金，用於支持半導體、AI、太空、機器人等領域的研究型新創。身為策略顧問，Nvidia 將提供技術與政策指導；聯盟的擴大則進一步強化印度深科技生態系的全球合作與投資機會。
India to Resume Import Approvals From China After Five-Year Freeze
印度將在五年凍結後恢復中國進口審核
India is preparing to restart approvals for imports from China and other countries, ending a freeze that has been in place since border tensions escalated in 2020. According to government sources, the move aims to ease supply chain bottlenecks, support domestic manufacturers, and meet rising consumer demand following recent GST reductions. The 2020 restrictions — imposed after the Galwan Valley clashes — had introduced mandatory certifications for foreign factories, delayed clearances for electronics and industrial inputs, and tightened scrutiny of FDI from neighbouring nations. These curbs had a significant impact on sectors such as consumer electronics, footwear, household goods, steel, and raw materials.
Under the revised approach, India plans to fast-track pending import proposals, reassess certification requirements for overseas units, and offer greater flexibility to industries facing shortages of key components. However, the relaxation will be selective: telecom equipment, strategic electronics, surveillance systems, and other security-sensitive categories are expected to remain under strict oversight. The recalibrated policy is intended to boost economic recovery while maintaining national security priorities. For non-Indian companies, the shift opens the door to smoother market access, faster regulatory processing, and renewed opportunities to integrate with India’s manufacturing and consumer supply chains.
小編點評：印度將在五年凍結後重啟來自中國與其他國家的進口審批，以緩解供應鏈瓶頸並支持製造業在需求上升時的產能。大多數產業的進口提案將加速審批、放寬認證要求，但涉及電信、監控等具安全敏感性的產品仍將維持嚴格管控，以在經濟復甦與國家安全之間取得平衡。