科技亿万富翁纳拉亚纳·穆尔蒂的家族办公室计划在未来五年内将其在印度的敞口翻倍，以抓住精密制造和人工智能领域的机遇，因为它正寻求扩大一个涵盖上市公司和私营公司的投资组合。
The family office of tech billionaire Narayana Murthy plans to double its exposure to India over the next five years, looking to capitalize opportunities in precision manufacturing and artificial intelligence as it seeks to expand a portfolio spanning listed and privately-held companies.
该公司的目标是实现年化回报率16%至18%。卡塔兰风险投资有限合伙企业总裁Deepak Padaki在周三彭博新经济论坛的侧会上表示。他补充说，其策略结合了公开市场和私募市场的投资，重点放在印度企业能够为全球客户建立能力的行业上。
It is targeting annual returns of 16% to 18%, Deepak Padaki, president of Catamaran Ventures LLP said on the sidelines of Bloomberg’s New Economy Forum on Wednesday. Its strategy combines investments in public and private markets, with an emphasis on sectors where Indian businesses can build capabilities for global customers, he added.
卡塔兰是该国最大的私募投资者之一，为Infosys Ltd.创始人纳拉亚纳·穆尔蒂管理着14亿美元资金，穆尔蒂也是前英国首相里希·苏纳克的岳父。总部位于班加罗尔的公司持有埃隆·马斯克的SpaceX以及印度国家证券交易所有限公司的股份。
Catamaran, one of the country’s largest private investors, runs $1.4 billion for the Infosys Ltd. founder, who is also the father-in-law of former UK Prime Minister Rishi Sunak. The Bangalore-based firm has holdings in Elon Musk’s SpaceX and the National Stock Exchange of India Ltd.
人工智能是该公司的重点关注领域，特别是那些向全球大型企业提供专业服务、解决方案和能力的印度公司。作为一家成长阶段投资者，卡塔兰不仅仅关注AI模型的开发者，而是在追踪基于人工智能的企业解决方案提供商，Padaki表示。
Artificial intelligence is a key area of interest for the firm, particularly companies in India that offer specialized services, solutions and capabilities to larger enterprise businesses worldwide. Rather than limiting its focus to developers of AI models, Catamaran, a growth stage investor, is tracking AI-based enterprise solution providers, Padaki said.
这种做法的出现是因为全球公司正在竞相扩展人工智能能力，从而推动了对支持技术开发和部署的计算基础设施、数据中心和服务的需求。印度的机遇不仅限于开发自身的人工智能模型，还在于为全球参与者提供所需的专业知识和基础设施。
The approach comes as companies globally race to expand AI capabilities, creating demand for computing infrastructure, data centers and services that support the development and deployment of the technology. India’s opportunity extends beyond developing its own AI models to supplying the expertise and infrastructure required by global players.
随着人工智能工作负载增加对能源解决方案、冷却、计算能力和存储的需求，数据中心也成为另一个备受关注的领域。
Data centers are another area attracting attention as AI workloads increase demand for energy solutions, cooling, computing power and storage.
Padaki表示，双体船也倾向于精密制造，随着企业多元化供应链并寻求专业供应商，该行业有望受益。他补充说，对于印度企业而言，机遇在于向更高价值的制造业转型，供应符合全球标准的零部件或产品。
Catamaran also favors precision manufacturing, a sector that could benefit as companies diversify supply chains and seek specialized suppliers, Padaki said. For Indian businesses, the opportunity lies in moving into higher-value manufacturing and supplying components or products that meet global standards, he added.