India-US Talks Put AI Stack In Focus
A closed-door Washington roundtable on chips, critical minerals and AI infrastructure shows how the race for artificial intelligence is shifting from models to the supply chains beneath them.
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India and the US held a closed-door industry roundtable in Washington this week on artificial intelligence, semiconductor supply chains and critical minerals, underscoring how AI cooperation is moving beyond models and applications to the infrastructure that makes them possible.
The meeting was organized by the Indian Embassy in Washington with the US-India Strategic Partnership Forum and Silverado Policy Accelerator. It brought together officials, policymakers and companies working across AI, chips, quantum technologies and critical minerals.
The roundtable was titled “Securing the Foundations of AI Together: U.S.-India Cooperation from Minerals to Microchips,” according to USISPF.
India’s Ambassador to the US Vinay Mohan Kwatra, Ministry of Electronics and Information Technology Secretary S. Krishnan and US Deputy Under Secretary of Commerce Bill Guidera addressed the discussion.
The Indian Embassy said the discussion focused on improving the investment environment, addressing barriers to investment and expanding bilateral cooperation in AI.
The talks point to a broader shift in AI strategy. As countries and companies race to deploy larger models and AI-enabled services, access to semiconductors, minerals, compute infrastructure and trusted supply chains has become central to competitiveness.
For India, the discussions come as the government tries to position the country not only as a market for AI adoption but also as a participant in the infrastructure layer of the AI economy. That includes data centers, electronics manufacturing, chip design, semiconductor supply chains and access to critical minerals.
For the US, India offers a large technology market, a deep engineering base and a potential partner in efforts to diversify supply chains away from excessive dependence on any single geography.
USISPF said the roundtable covered critical supply chains, AI innovation and economic resilience. It said the discussion followed India becoming the 10th signatory to the Pax Silica Declaration at the AI Impact Summit 2026 in New Delhi.
Earlier this month, Kwatra held separate meetings with US business and technology leaders. He met Walmart President and CEO Chris Nicholas to discuss the company’s investments in India, long-term growth plans and supply-chain resilience.
Kwatra also met Ylli Bajraktari, president and CEO of the Special Competitive Studies Project, for talks on advanced technologies, including quantum technologies, physical AI and the future of India-US technology cooperation.
