India Leads Global AI Adoption with 30% of Companies Leveraging AI: BCG Report
印度在全球AI應用中領先，30%的企業利用AI技術
India is emerging as a leader in artificial intelligence (AI) adoption, with 30% of companies leveraging AI to maximize value, surpassing the global average of 26%, according to a recent report by Boston Consulting Group (BCG). Key industries such as fintech, software, and banking are increasingly integrating AI into their operations, as businesses shift from pilot projects to achieving measurable returns. The report, “Where’s the Value in AI?”, highlights that only 26% of companies globally have developed the capabilities to move beyond AI pilots and generate real value, with just 4% implementing advanced AI across all functions.
In contrast, India stands out as all surveyed companies in the country are actively experimenting with AI, reflecting a high readiness to unlock its potential. BCG’s India leader, Saibal Chakraborty, noted that India’s rapid AI adoption is enhancing its global competitive edge. The country is not only leading in AI usage but is also generating significant, measurable outcomes across both traditional and digital sectors, driving new business models and creating tangible value from AI initiatives.
小編點評：根據波士頓諮詢集團（BCG）的報告，印度成為全球人工智慧應用的領導者，有30%的企業利用AI創造價值，超越全球平均的26%。印度快速採用AI技術，尤其是在金融科技、軟體和銀行業，已產生可衡量的成果，並通過AI倡議提升其全球競爭力。
Vedanta to Invest $500 Million in AvanStrate Inc. to Drive Innovation in Display Glass Technology
Vedanta將投資5億美元於AvanStrate Inc.，推動顯示玻璃技術創新
Vedanta Limited is set to invest nearly $500 million in AvanStrate Inc. (ASI), a global leader in display glass manufacturing. The strategic investment aims to boost ASI’s research and development (R&D) capabilities, expand manufacturing processes, and diversify its product offerings to meet the increasing global demand for advanced display glass solutions. ASI, which is fully managed by Vedanta after the company secured a 98% stake earlier this year, has operations and R&D centers in Taiwan, South Korea, and Japan. The focus will be on developing next-generation glass products with applications in sectors such as semiconductor, biotechnology, automotive displays, and beyond.
Akarsh Hebbar, Global Managing Director of ASI, expressed confidence that the investment would help the company lead in technological advancements and market innovation, positioning ASI as a key player in the high-tech glass sector. Additionally, ASI’s newly launched Super Green SaiSei high-recycle rate display glass is already setting new industry standards. The global specialty glass market, estimated to reach $60 billion by 2030, is expected to benefit from ASI’s continued growth, supported by Vedanta’s investment and its focus on sustainability and long-term expansion in high-growth sectors.
小編點評：Vedanta Limited將向顯示玻璃製造領域的全球領導者AvanStrate Inc.投資近5億美元，用於增強其研發能力並擴大製造流程。該投資將專注於開發新一代玻璃產品，應用於半導體、生物技術及汽車顯示等領域，進一步鞏固AvanStrate在600億美元特殊玻璃市場中的領導地位。
Apple Sets Record Revenue in India, Sees Strong Growth in iPad Sales
蘋果在印度創下收入紀錄，iPad銷量強勁增長
Apple achieved an all-time revenue record in India, driven by strong sales growth in the September 2024 quarter, including a notable double-digit increase in iPad sales. The company reported a 6% rise in total net sales, reaching USD 94.93 billion compared to USD 89.49 billion a year earlier. CEO Tim Cook highlighted significant growth in regions including the Americas, Europe, and Asia Pacific, with India playing a key role in the company’s expansion. Apple also opened two new stores in Mumbai and Delhi and plans to open four more in the country in the near future.
In the product segment, iPhone sales grew by 5.5%, generating USD 46.22 billion, while iPad revenue rose 8% to USD 6.95 billion. Apple’s services business also saw a significant boost, increasing 12% year-on-year to reach an all-time high of USD 24.97 billion. Despite a slight drop in annual iPad sales and flat quarterly results in China, Apple’s overall annual revenue increased by 2% to USD 391 billion for the financial year ending September 28, 2024. The company continues to make strong inroads in emerging markets, including India, with ongoing expansion efforts.
小編點評：蘋果於2024年9月季度在印度創下收入歷史新高，得益於iPad銷量的雙位數增長和新開設的孟買及德里店面。該公司總收入增長6%，服務收入同比增長12%，突顯了印度作為蘋果在新興市場中重要擴展地點的地位，促成年度總收入達到3910億美元。
Tata Sons to Partner with Singapore for Semiconductor Ventures, Says Minister
塔塔集團將與新加坡合作發展半導體業務
Tata Sons is set to choose Singapore as a key partner in its ambitious semiconductor manufacturing plans, according to K Shanmugam, Singapore’s Minister for Home Affairs and Law. Following a meeting with Tata Sons Chairman N Chandrasekaran, Shanmugam emphasized that while the Tata Group could collaborate with any country, Singapore’s established presence in the global semiconductor industry, with a 20% share in semiconductor equipment production, makes it an ideal partner. The Tata Group has long had operations in Singapore and is planning significant investments in semiconductor facilities in India, including projects in Gujarat and Assam.
Shanmugam highlighted that Singapore’s semiconductor sector, despite its small size, is home to 25 semiconductor foundries, contributing to its global stature in the industry. The partnership between Tata and Taiwan’s Powerchip Semiconductor Manufacturing Corporation (PSMC) marks a critical step in expanding India’s semiconductor capabilities. Shanmugam also noted that Singapore’s strong ties with India are expanding beyond trade to include strategic sectors like energy, semiconductors, and security, with the potential for future collaborations in infrastructure and investments.
小編點評：塔塔集團將選擇新加坡作為其半導體製造計劃的關鍵合作夥伴。新加坡在全球半導體產業中的地位使其成為理想的合作夥伴，支持塔塔集團在印度包括古吉拉特邦和阿薩姆邦的半導體設施投資計劃，進一步擴展印度的半導體能力。
Trump 2.0 Administration Could Boost India-US Trade Relations and Investments, Say Experts
川普2.0政府可能促進印度與美國的貿易關係與投資
With Donald Trump’s return to the White House, experts are optimistic about the potential for stronger India-US trade relations and a surge in investments, particularly in the Indian startup ecosystem. During Trump’s previous term, US-based investors significantly contributed to India’s startup growth, which has expanded from 450 startups in 2016 to 140,000 in 2024. Industry leaders expect Trump’s tax policies, including proposed cuts to the corporate tax rate, to encourage US investment in India. However, some analysts caution that the Indian market’s maturity and robust local demand may keep it resilient to global political shifts, with domestic policies and the thriving digital economy continuing to drive growth.
A key element of Trump’s election rhetoric, the “US-first” approach, is expected to intensify the China+1 strategy, potentially increasing investment in India’s manufacturing sector as US companies move production away from China. Experts believe that sectors such as manufacturing, electronics, and chemicals will benefit from this shift. However, the Trump administration’s likely reduced focus on clean energy could prompt a surge in investments in Indian industries like healthtech and biotech, where India’s innovation could attract greater attention. With these potential developments, India stands to see significant capital inflows as the new administration reshapes its global economic strategy.
https://inc42.com/features/trump-2-0-whats-in-store-for-the-indian-startup-ecosystem
小編點評：專家認為，川普重返白宮可能加強印度與美國的貿易關係，特別是推動印度新創企業生態系統和製造業的投資增長。川普的稅收政策可能帶來資本流入，而其「美國優先」政策和對清潔能源的較少關注，可能促進印度醫療科技和生物科技等創新產業的成長。
Government Explores Solutions for Uninterrupted Power Supply to Data Centres Amid AI Boom
政府探索為數據中心提供不間斷電力的解決方案以應對AI需求高峰
The Indian government is exploring options to ensure uninterrupted power supply to large data centre parks, especially as demand surges due to the increasing use of artificial intelligence (AI) and graphic processing units (GPUs). Officials are considering dedicated power lines from producers or even the possibility of setting up small nuclear plants near these data hubs. With AI-driven technologies expected to escalate energy needs, the government is studying the feasibility of separate power grids for data centres to ensure high-quality, reliable electricity. This initiative aims to meet the power demands of data centre parks, expected to grow significantly in the coming years.
India’s data centre capacity is projected to more than double by 2026-27, reaching up to 2,100 MW, with investments of up to Rs 55,000 crore. Much of this growth will be driven by hyperscalers’ demand for colocation services, which are expected to generate 85% of data centre revenues in the next three years. Factors such as low data tariffs, rising smartphone usage, and the growing adoption of AI technologies are contributing to the rapid expansion of India’s data ecosystem, presenting significant opportunities for the industry.
小編點評：印度政府正在探索為大型數據中心園區提供不間斷電力的解決方案，選項包括專用電力線和建設小型核電站。隨著AI技術推動能源需求的快速增長，此舉旨在滿足未來數據中心園區的需求。印度數據中心容量預計將在2026-27財年增長超過一倍，投資規模可能達到5500億盧比。