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US Calls India a Highly Strategic Partner in AI Supply Chains

Supply Chain Management

US Calls India a Strategic Partner in AI Supply Chain

Business Honor
22 December, 2025

Washington signals deeper collaboration with New Delhi on semiconductor and economic security

The US has addressed India as a "highly strategic partner" to secure supply chains of artificial intelligence globally, along with semiconductors, with New Delhi's rising star in the economic security strategy of Washington. This view was pointed out by Jacob Helberg, US Under Secretary of State, while facing questions over India's absence during the recent high-profile summit in Washington on advanced technology supply chains.

Speaking to reporters after the Pax Silica Summit, Helberg ruled out speculation that political or diplomatic differences had sidelined India. He explained that trade arrangement talks between the two countries are on a different track than the cooperation mechanism on supply chain security. According to Helberg, the US is reaching out to India bilaterally rather than through the multilateral framework used to organize the summit.

Helberg said he was attending the India AI Impact Summit in February, referring to it as an opportunity to set "tangible milestones" for deeper US-India collaboration. He acknowledged that Washington is looking actively for means to accelerate its cooperation with New Delhi on economic security matters, particularly in areas deemed crucial for future technologies.

The Pax Silica initiative, announced last December, represents what US officials say is a new approach to economic policy to put national security ahead of traditional trade considerations. The strategy has four overarching pillars: rebalancing trade relationships, stabilizing conflict zones through the economy, rejuvenating home industry, and protecting supply chains from strategic vulnerabilities.

Helberg referred to silicon, highlighting how semiconductors are the "lifeblood" of modern technology. He said the initiative aims to coordinate investments in chip fabrication plants, data centers, and mineral refining across allied nations. The first Pax Silica Summit included partners from Japan, South Korea, the UK, the Netherlands, Australia, and the EU, all of which reinforce the notion of increasing resiliency and security in supply chains that have become competitive worldwide in technology.