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EXCLUSIVE: New Delhi Does Not Support Attempts to Isolate Russia, Says Russian Ambassador to India_我的网站

第五元素

一 | Sputnik: How do you assess the results of the XIV BRICS Summit for Russia and India?,Denis Alipov: The XIV BRICS Summit held on 23 June this year was certainly another significant step in the development of the BRICS [Brazil, Russia, India, China and South Africa] grouping, which in essence reflects the formation of a new reality in international relations - the transition from a unipolar system to a polycentric world order.,The important thing is that, against the backdrop of geopolitical collisions, the five countries send a powerful message of common understanding of global processes - from reforming the multilateral system of economic governance to the situation in disarmament and non-proliferation, information security, counter-terrorism and other challenges. There was a clear consensus against arbitrary sanctions, which are the exclusive prerogative of the UN Security Council. We also shared a disapproval of the distorting effects of any discriminatory measures in international trade, which mainly affect developing countries.,Of course, our main target now is to build a smooth and reliable system of mutual settlements as an alternative to a compromised mechanism based on the dominance of the US dollar. We suggest developing a new international currency, to connect the banks of the BRICS countries to the Russian System for Transfer of Financial Messages, SPFS (a SWIFT analogue), to integrate national payment systems into a unified network for cross-border clearing settlements.,Clearly, no less importantly are steps to strengthen BRICS’ sectoral cooperation, which, according to the results of this year's work, continues to expand in the spheres of health, science and technology, space, etc. The New Development Bank, having a loan portfolio of $29Bln, stands out for its successful project activities.,The BRICS+ High-level Forum on Sustainable Development received a great response, which demonstrated the considerable interest developing countries have in cooperating with BRICS, and the positive global agenda that the grouping is building.,I believe that the BRICS, contrary to criticism, will have an increasing influence on world processes.,Sputnik: How does India and China's interaction within the BRICS framework unfold against the backdrop of the territorial dispute between the two countries in Ladakh? And how does this disagreement generally affect how the 'Five' interact and work with each other? Chinese Foreign Minister Wang Yi on Wednesday said that “common interests of India and China 'far outweigh' the differences” at a meeting with India’s ambassador to Beijing - is that really true?,Denis Alipov: Interaction within BRICS is mature and constructive. The active participation of India and China in all BRICS events this year clearly demonstrates this. The most important thing is that the member states use this platform not to antagonize each other but to promote mutually beneficial cooperation and synergy of interests.,The "Five" offer an extensive common agenda on these very foundations, that in one way or other will also contribute to overcoming bilateral disagreements.,Sputnik: Does BRICS plan to expand in the near future (according to media reports, China is in favor of this), and how do Russia and India view this?,Denis Alipov: The interest of like-minded countries in the "Five" is proof positive of how inclusive the association is, its openness to cooperation with all constructively minded partners, ready to seek answers to the challenges which are facing the international community at present.,Russian Foreign Minister Sergey Lavrov stressed that the discussion of BRICS expansion is justified and timely. The idea itself received principled support at the XIV BRICS Summit. Another thing to remember is that haste in this matter may be counterproductive. It is necessary to think in detail about the principles, standards and procedures of such a process, which should be developed through debate and by consensus. The main thing is that the accession of new members will help to increase the effectiveness and practical impact of the “Five's” activities.,Sputnik: How do you assess BRICS' role as a platform for building relations between the members of the association and enhancing relations between Russia and India in particular?,Denis Alipov: BRICS plays an important role in building relations between member countries. It has a great deal of institutional capacity and experience in practical cooperation. As I have already said, the “Five” share a common understanding of the need to build an equitable and fair polycentric model of the global system that corresponds with the political, economic and cultural diversity of today's world and meets the interests of all its states.,The decisions made at this platform undoubtedly also contribute to enhancing cooperation between India and Russia. It is sufficient to cite a few examples of the mechanisms that have been created: the New Development Bank, the Vaccine Research and Development Center, and the Joint Committee on Space Cooperation. Each of them provides a platform for experts to share experiences and find promising solutions in specific areas, and they can use this useful experience both at home and with regard to the interaction between our two countries.,BRICS May Defuse Frozen Border Issues Between India and China, Expert Says27 June, 10:14 GMT,Sputnik: India has recently come under pressure from the West because of its balanced stance on Russia's special military operation in Ukraine. Have the anti-Russian sanctions affected the cooperation between Moscow and New Delhi? And have you personally noticed any changes in the Indian position?,Denis Alipov: The partnership between Russia and India rests on a deep strategic foundation, drawing its strengths not only from strong historical roots, but also on a coinciding vision of the future world order. As you see, the external conjunction is incapable of affecting our relations in any meaningful way. We have regularly seen evidence of this in statements by the Indian leadership in recent months.,We are grateful to New Delhi for its objective assessment of the Ukrainian events. Clearly, they understand the background of the present geopolitical and geo-economic situation and the forced nature of Russia's actions in Ukraine. They see the destructive role of illegitimate restrictions in the genesis of the present global food and energy crisis, the responsibility for which the West seeks to place entirely on our country.,India does not support attempts to isolate Russia in multilateral forums and is critical of the West's wish to reduce the international agenda to the conflict in question, ignoring other key global and regional problems, which the West itself has exacerbated significantly. The pressure exerted by the West, aggressively imposing its conditions about who one can and cannot be friends with, causes the rejection of such diktat.,At the same time, we must be realistic about what is happening: India is interested in developing cooperation with the rest of the world, including the United States and Europe. National interests and the need to preserve strategic autonomy guide the Indians in their actions, rejecting the very idea of dividing lines and the paradigm of bloc confrontation.,As for the sanctions as such, they certainly throw up challenges, which will require a certain time to adapt and, I am sure, will be overcome in time. The main thing is that our cooperation actively continues because it is based on common interests and an understanding of each other's special place in mutual strategic arrangements.,Sputnik: In December 2021, Russia and India outlined many new goals for cooperation, including doubling mutual trade and investment. How realistic do these goals now seem?,Denis Alipov: First and foremost, it should be noted that the goals outlined in December 2021 at the annual bilateral summit in New Delhi are fully consistent with the enormous potential of our relations. The India-Russia partnership operates on all sorts of levels. We are expanding cooperation in communications, diamond processing, forestry, healthcare and pharmaceuticals, tourism, railroads, metallurgy, civil aviation, shipbuilding and oil refining. Our military and military-technical cooperation is being strengthened. We are progressively implementing the plans adopted at the 2019 Vladivostok Summit to work together in the Far Eastern and Arctic regions, and we are building up cooperation in the trade, economic, investment, banking and financial sectors.,The dynamics of bilateral trade speak for itself. According to India's statistics, from January to April 2022, it amounted to $6.4Bln. This is almost twice as much as for the same period last year. If we maintain these volumes throughout the year, we will have a turnover of more than $19Bln by the end of 2022. To put this in context, let me remind you that in the previous year we had an absolute record of $13.6Bln.,I expect that despite the West's sanctions against Russia, the positive dynamics of trade will continue. Unfortunately, in the first months after the launch of the special military operation in Ukraine there were certain difficulties with supplying Russian goods to India and vice versa. However, today we have successfully overcome most of these barriers. We are confident that Indian exports to Russia (including science-intensive ones) will gain momentum in the near future.,We see good prospects for Indian pharmaceutical products, leather and textiles, agricultural goods, components for machinery and equipment, telecommunications equipment, organic chemistry products. We expect growth in mutual turnover of services in such sectors as tourism, finance and insurance, telecommunications and information technology, transport and construction. We have great hopes for the implementation of the International North–South Transport Corridor (INSTC) project.,The withdrawal of many western companies from the Russian market opens up many new opportunities for Indian businesses. The Russian business community is very serious about strengthening ties with India. Russia invites Indian companies in the aviation and metallurgical industries, in the wood-processing chain, and firms producing consumer goods for business cooperation.,Our main task today is to adjust our trade and economic relations to the new realities, to synchronize the payment systems of the two countries, giving priority to the increased use of national currencies.,Sputnik: US media giants, despite the diversity of the Indian media sphere, have been successful in infiltrating it. How far do you think has US propaganda penetrated local media? How do you view your interaction with the Indian media against this backdrop?,Denis Alipov: Indeed, western media has taken a very strong hold around the world and in India as well. These circumstances – and many local analysts point this out – limit the ability of national media outlets to offer their audiences an independent view of global processes. Much of the content published here is reprints from Reuters, the Associated Press, and AFP, all of which openly promote the interests of the so-called collective West, not shying away from fostering Russophobic sentiments and trafficking fake news.,India Discussing Rupee-Ruble Payment Mechanism With Russia24 June, 13:35 GMT,This is especially evident in the Indian media's coverage of events around Ukraine. Local newspapers sometimes publish absolute nonsense, exposing a basic ignorance of the region and history. There is no shortage of blatantly ordered articles aimed at denigrating the activities of Russian companies in India. This is nothing but an attempt at unfair competition.,Obviously, we respond appropriately. We publish our own material and rebuttals. We work with the press corps and explain all the nuances of the events from a historical and geopolitical point of view. We make active use of internet resources in this area.,It is noteworthy that local authorities have also intervened in the situation. In April this year, India's Ministry of Information and Broadcasting issued recommendations to satellite TV channels, indicating the unacceptability of spreading inaccurate and misleading information, including in the context of covering Russia's special military operation in Ukraine.,We know that the vast majority of our Indian friends, including in the journalistic community, do not share the one-sided view of the situation imposed on them. They prefer to trust facts, which, incidentally, are in the public domain - every day relevant materials are posted on the Russian Ministry of Foreign Affairs and the Ministry of Defense's websites. They can also be found on the embassy's website and its social media accounts.,Some Indian journalists visited the Donetsk and Lugansk People's Republics, wanting to see with their own eyes what was really going on. Their reports and interviews are now available to the public. I would like to take this opportunity to express my gratitude for their work.,Furthermore, I would like to thank our audience on social media. Thanks to their comments and support, we can see that attempts to tarnish Russia are doomed to failure.,Sputnik: You are an expert on India and speak Hindi. Please tell us, what made you fall in love with this country?,Denis Alipov: India for me is a life-long journey. I have spent more than 27 years here, studied its history in college, and been directly involved with the development of relations with it throughout my tenure.,As it did for my mentor and predecessor, the late Ambassador Alexander Kadakin [Russia's ambassador to India from 2009 to 2017], India became for me a 'Karmabhoomi' - a land of action.,India is an incredible country, an ancient civilization that combines centuries-old traditions and modern trends, the diversity of cultures, languages and beliefs. It is the brightest embodiment of the formula of unity in diversity. Rapid economic, scientific and technological development, the large young active population, the impressive growth of authority in the global arena have ensured its strong place among the world powers that will determine the future of our planet.。 K图 NVDA_0 　　当一家以GPU设计闻名的公司开始为变电站和输电线路操心时，AI基础设施的游戏规则已经变了。　　当地时间8月21日，美国数据中心电力开发商Cloverleaf Infrastructure LLC宣布，已与英伟达（NVIDIA）达成战略合作伙伴关系，旨在“推进全美数字基础设施发展”。作为合作的一部分，英伟达对Cloverleaf进行了少数股权投资，以进一步支持AI工厂的建设落地。　　这不是英伟达当月唯一的电力布局。如果把时间轴拉长到三周，一条清晰的纵向整合脉络浮现出来：　　8月8日，The Information率先爆料，英伟达拟向得州电力开发商Lancium投入最高至30亿美元；　　8月10日，英伟达官宣与Apollo、BlackRock等六家顶级金融机构共建超5000亿美元的AI基建融资平台；　　8月17日，英伟达又将15亿美元投向软银旗下SB Energy，为OpenAI在俄亥俄州的园区锁定算力设备独家供应。　　锁定AI工厂的“电力第一公里”　　按官方说法，这笔投资将帮助Cloverleaf及其客户和公用事业合作伙伴满足日益增长的加速计算需求，英伟达将与Cloverleaf联手建好AI工厂所需的基础设施。　　Cloverleaf成立于2024年，总部在休斯敦和西雅图，专做一件事就是为数据中心寻找并开发“有清洁电力保障”的场地。创始团队堪称“全明星”，首席执行官David Berry联合创办过清洁能源公司ConnectGen和输电开发商Clean Line Energy Partners；首席商务官Brian Janous曾任微软能源副总裁；首席技术官Jonathan Abebe曾在美国能源部和Pattern Energy担任高级工程技术职务。2024年7月，公司完成超3亿美元初始融资，由私募股权机构NGP Energy Capital和Sandbrook Capital各出资1.5亿美元，管理团队亦有出资。　　Cloverleaf在数据中心和电网中间充当“中间商”，一头与电力公司签供电协议，一头把“通好了电、随时可开工”的场地卖给数据中心开发商，业内称之为“带电土地”（powered land）。

二 | AI数据中心最卡脖子的从来不是GPU，而是电。Cloverleaf提前在输电、并网、土地、发电和储能上布局，硬是把“有电的地”做成了生意。　　据外媒报道，成立以来公司已售出超7吉瓦带电土地项目，其中包括为甲骨文（Oracle）和OpenAI在威斯康星州提供的场地，目前在手储备超10吉瓦。

三 | 　　这次合作不止于资本，Cloverleaf将引入英伟达的基础设施设计平台NVIDIA DSX，把选址、供电、散热、算力和厂房在设计早期统筹起来，帮助客户评估基础设施之间的取舍，并在现有电力、水资源和电网容量约束下建设AI工厂；今后其客户从加速计算、高性能网络到平台软件，各层面都能与英伟达直接合作，项目投运后还能靠DSX持续优化能效。　　“AI正以前所未有的规模加速数字基础设施需求，并为美国各地社区带来强劲的经济发展机遇。”Cloverleaf联合创始人兼首席执行官David Berry说。

四 | 　　英伟达全球AI基础设施增长副总裁Nico Caprez表示：AI工厂是智能时代的基础设施，而土地、电力和建筑主体正是其基础。

五 | Cloverleaf在电力和选址开发方面拥有深厚专业经验，能够打造出卓越且可长期运营的项目基地。双方将共同加快AI基础设施建设，强化美国的能源基础设施，并为下一轮创新提供动力。　　高盛研究部今年5月发布的报告测算，美国数据中心电力需求将从2025年的31吉瓦增至2026年的41吉瓦、2027年的66吉瓦，占夏季用电高峰的比重由4.1%升至8.5%；2027年计划新增容量36.3吉瓦，是2025年实际新增8.5吉瓦的四倍多。高盛分析师直言，“多久能用上电”已成为数据中心选址的头号考量——在PJM（中大西洋地区）和MISO（中西部及西北部）等新增发电跟不上的区域，有的项目甚至可能被电网“拒之门外”。　　由芯入电：从“找电”到重造供电架构　　对Cloverleaf的投资，只是英伟达电力棋局上最新的一子。　　8月8日，据报道，英伟达拟向得州电力开发商Lancium投资最高30亿美元：首期20亿美元换约20%股权，若达成电网接入等特定里程碑后追加10亿美元，对应企业估值约100亿美元。Lancium是“星际之门”（Stargate）计划首个运营园区——得州阿比林园区的电力基础设施开发商，手握得州电网管理机构ERCOT批准的1.2吉瓦并网容量，并正在开发其他吉瓦级AI园区。

六 | 值得注意的是，截至报道发出时，英伟达与Lancium均未对交易置评。　　8月17日，英伟达通过官方新闻稿确认，将向软银旗下SB Energy投资15亿美元，为OpenAI在俄亥俄州Pike County的PORTS-Pike科技园区独家供应算力设备。该园区初始容量4.25 IT-GW，英伟达有权扩展至剩余3.75 IT-GW，总容量达8吉瓦，OpenAI将以20年租约锁定。英伟达创始人兼首席执行官黄仁勋就此表示：“AI正在成为基础设施——智能时代各行各业的基础——而在AI时代，土地、电力和建筑主体已变得至关重要。我们正在为英伟达计算securing长寿命基础设施，以便OpenAI能够部署最高效的AI工厂。”　　再加上英伟达8月10日与Apollo、BlackRock、Blackstone、Brookfield、高盛、KKR六家全球顶级金融机构共建、计划撬动超5000亿美元第三方资本的AI基础设施融资平台——电力与资本两条战线，英伟达半个月内连续落子。

七 | 　　如果说入股电力开发商是“找电”，那么英伟达对供电架构的颠覆更值得关注。2025年10月，在开放计算项目（OCP）全球峰会上，英伟达发布《面向下一代AI基础设施的800 VDC架构》技术白皮书，把一笔账算得明明白白：从Hopper到GB300，机柜功率密度翻了3.4倍，从几十千瓦冲向百千瓦级，单柜1兆瓦已不遥远；而沿用数十年的415伏交流、54伏直流配电，在巨大电流面前只剩两条路——要么忍受高电阻损耗，要么铺下贵得离谱的铜缆。更麻烦的是AI负载的“暴脾气”：数千块GPU同进同退，机柜功耗毫秒间大幅波动，数百兆瓦功率以秒级起落，足以把电网搅得晃动。　　英伟达开出的药方是“800伏直流+多级储能”：与415伏交流架构相比，同样导体截面积可多传输约85%的功率；三线制取代四线制，省下大把铜材；电流从机房配电到机架输入全程直流，大幅削减中间转换环节（传统架构整体效率不足90%）；超级电容和大型电池层层缓冲，相当于给GPU和电网之间装了道“减震器”。　　下一代Kyber机柜将原生采用此架构，2027年全面投产。

八 | 谷歌、微软与英伟达共同推动其成为行业标准，台达、Vertiv、施耐德、西门子、ABB等数十家设备商已入局，供应链生态已从白皮书初版时的约30家合作伙伴扩展至80余家。　　2026年8月12日，英伟达进一步发布《800 VDC架构：行业对齐与执行白皮书2.0》（800 VDC Architecture: Industry Alignment & Execution Whitepaper 2.0），明确了短期采用塑壳断路器（MCCB）过渡、长期以固态断路器（SSCB）为目标的路线图，并给出三套部署选项，其中包含固态变压器（SST）的远期DC Power Block方案目标于2029年落地。　　这场供电革命，也把机遇递到中国产业链手中。特锐德早在去年10月披露的投资者关系活动记录表中称，公司具备从110kV/220kV高压接入、变电站建设、固态变压器与直流配电方案到综合能源控制的一体化能力，已为火山引擎长三角无为算力中心提供变电站及电力模块设备，并与字节跳动、腾讯、阿里巴巴等建立合作关系，预计2027年推出110kV/800V SST 1.0产品。

九 | 　　可立克在2026年6月定增预案中披露，募投项目包含应用于固态变压器的高频变压器研发，已与台达、科华数据、高斯宝、中恒电气等建立战略合作，并已批量化生产HVDC专用磁性元件及算力服务器电源专用磁性元件。　　金盘科技在2025年年报及今年披露的投资者关系活动记录表中披露，已完成固态变压器样机的设计及生产，首台适配海外电网800V供电架构的13.8kV SST样机已开发完成，产品占地面积较传统供电架构缩减60%以上。　　中国西电对外透露的信息显示，子公司西安西电电力电子有限公司自研的10千伏/2.42兆伏安固态变压器已应用于贵安国家“东数西算”数据中心项目，另一款10千伏/2兆伏安/750伏固态变压器已在西安市高新区西电智慧园区光储充智慧能源系统中顺利挂网投运。　　国盛证券近期发布的研报认为，SST效率超98%、体积缩减50%以上，2026年全行业处于送样验证阶段，2027年有望迎来批量放量拐点。据悉，SST产业链图谱涵盖碳化硅/氮化镓功率芯片、高频变压器、纳米晶磁材等上游环节。（文章来源：上海证券报）。