Raimondo: US and India Must Deepen AI and Chip Cooperation
Former US Commerce Secretary Gina Raimondo says the US and India must deepen AI and semiconductor cooperation, framing the technologies as shared security infrastructure between the two democracies.
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- Tom Whitfield
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Former US Commerce Secretary Gina Raimondo has called for deeper cooperation between the United States and India on artificial intelligence and semiconductors, arguing that the two democracies share a security interest in building that partnership.
Raimondo made the remarks in comments reported by The Economic Times. Her framing is notable because it treats chips and AI not as ordinary trade categories but as strategic goods where alignment between Washington and New Delhi carries direct security consequences.
What is Raimondo actually proposing?
Raimondo's position is that cooperation on AI and semiconductors should deepen between the two countries for what she calls shared security. The statement is a policy argument rather than a announced program.
The logic runs through supply chains. The United States controls key parts of the chip design and equipment chain, while India has been building out its own semiconductor ambitions and carries weight as a large, democratic market in Asia. Closer ties, in this view, reduce dependence on single points of failure in the region.
In plain terms: she wants the two governments to treat chips and AI as joint security infrastructure, not just commerce.
Why does the timing matter?
Raimondo served as commerce secretary during a period when Washington tightened export controls on advanced chips and chipmaking tools. A call for deeper US-India cooperation from a figure with that background signals continuity in the push to align allied and partner economies around sensitive technology.
India fits that effort on several counts. It is a democracy, a large market, and a country with stated ambitions in semiconductor manufacturing and AI. The commercial picture for global suppliers changes if Indian capacity, talent and demand become more tightly coupled to US technology policy.
The takeaway is that the proposal ties India's semiconductor buildout directly to US strategic calculations.
What could follow?
No specific programs, funding amounts or process-node commitments accompany the statement, and it should be read as a recommendation rather than a confirmed initiative. What it does signal is that figures shaping US technology policy see India as a necessary partner in both AI and chips, with security as the connecting thread.
If that view holds, expect future US-India arrangements in semiconductors and AI to be argued in security terms, with supply chain resilience and partner alignment as the stated drivers.
Source: Google News: semiconductors
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Staff writer covering companies, deals and strategy in Semiconductors, chip manufacturing, hardware, AI compute at Chip Dispatch.
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