随着企业加大在人工智能领域的投入，企业领导者正重点关注这项技术能多快带来回报、它会带来哪些网络安全风险，以及它对就业的影响。毕马威印度首席执行官耶兹迪·纳格波雷瓦拉对CNBC-TV18表示，还需要通过监管来确保人工智能的负责任使用，相关框架可能会比预期更早出台。纳格波雷瓦拉说：“归根结底，伦理考量会转化为行为。”
As companies increase spending on artificial intelligence , business leaders are focusing on how quickly the technology can deliver returns, the cybersecurity risks it creates and its impact on jobs. Yezdi Nagporewalla, CEO of KPMG India, told CNBC-TV18 that regulation was also needed to ensure responsible AI use, with a framework potentially coming sooner than expected.“Ultimately, ethical considerations translate into behaviour,” Nagporewalla said, arguing that responsible AI could not be the responsibility of any one individual or institution.
他认为，负责任的人工智能不能只靠任何一个人或机构来承担。根据毕马威的《2026年印度首席执行官展望》，受访首席执行官中有78%预计其人工智能投资将在一到三年内带来回报，而64%的人将伦理挑战视为采用该技术的主要障碍。人工智能回报成为董事会优先事项关于人工智能的讨论已不再停留在技术潜力层面，而是转向它如何提高生产率、增加收入和提升利润。
According to KPMG's 2026 India CEO Outlook, 78% of CEOs surveyed expect their AI investments to deliver returns within one to three years, while 64% identify ethical challenges as a major obstacle to adopting the technology.AI returns become a boardroom priorityAI discussions have moved beyond the technology's potential to focus on how it can improve productivity, increase revenue and boost profits.
纳格波雷瓦拉表示，公司董事会也在审视伦理问题、网络安全风险、对员工的影响，以及人工智能投资需要多长时间才能见效。他说，与2025年相比，网络安全已成为首席执行官们更担心的问题，并指出随着企业采用人工智能，安全方面的支出有所增加。他说：“投资人工智能就不可能不关注数据治理和数字信任。”他称这些能力对业务增长日益重要。在监管方面，纳格波雷瓦拉表示，印度需要保障措施来确保人工智能得到负责任的使用。
Nagporewalla said company boards were also examining ethical concerns, cybersecurity risks, the impact on employees and how long AI investments would take to pay off. Cybersecurity has become a bigger concern for CEOs than it was in 2025, he said, pointing to increased spending on security as companies adopt AI.“You cannot invest in AI without looking at data governance and digital trust,” he said, describing these as increasingly important capabilities for business growth. On regulation, Nagporewalla said India needed safeguards to ensure AI was used responsibly.
调查显示，70%的首席执行官认为监管可能会阻碍增长，但他认为两者未必相互对立。他补充说，政府和监管机构已认识到保障措施的必要性，相关框架可能会“比预期更早”出台。人工智能对就业的影响可能大于对岗位的取代。人工智能对就业的影响是商界领袖的另一项担忧，因为企业正在重新评估所需的技能，尤其是入门级岗位的技能。
While 70% of CEOs surveyed believe regulation could hinder growth, he argued that the two need not be at odds. He added that the government and regulatory authorities recognised the need for safeguards, and a framework could be introduced “perhaps sooner than expected”.AI may change jobs more than eliminate themThe impact of AI on employment is another concern for business leaders as companies reassess the skills they need, particularly for entry-level roles.KPMG's survey found that 92% of CEOs expect their workforce numbers to increase, even as 52% anticipate job cuts in some areas.
毕马威的调查发现，92%的首席执行官预计员工人数将增加，尽管52%预计某些领域会裁员。与此同时，86%正在重新评估入门级职位所需的技能。纳格波雷瓦拉表示，人工智能将重塑印度的就业格局，但他认为，帮助员工与这项技术协同工作比取代他们具有更大的潜力。“增强能力的机会大于取代，但始终是人工智能加人类，”他说。
Meanwhile, 86% are reassessing the skills required for entry-level positions. Nagporewalla said AI would reshape jobs in India but believed that helping employees work alongside the technology offered greater potential than replacing them.“There is more of an opportunity for augmentation than replacement, but it will always be AI plus humans,” he said.
他将印度的地位部分归因于其增长前景、相对温和的劳动力成本以及可用的人才。他补充说，应届毕业生需要调整技能或接受再培训，以适应人工智能环境下的工作。网络安全和全球不确定性仍是风险。网络安全威胁也在拖累商业信心，尤其是相关事件引发了人们对人工智能被用于恶意目的的担忧。当被问及如果调查进行得更晚，10月份的网络事件是否可能推高网络安全担忧时，纳格波雷瓦拉表示这是可能的。
He attributed India's position partly to its growth prospects, relatively moderate labour costs and available talent. Fresh graduates would need to adapt their skills or retrain to work in an AI-enabled environment, he added. Cybersecurity and global uncertainty remain risksCybersecurity threats are also weighing on business sentiment, particularly as incidents raise concerns about AI being used for malicious purposes. Asked whether cyber incidents during October could have pushed cybersecurity concerns higher if the survey had been conducted later, Nagporewalla said that was possible.“Sentiment is driven by incidents,” he said.
“情绪是由事件驱动的，”他说。地缘政治不确定性对印度企业领袖而言似乎是较不紧迫的担忧。
Geopolitical uncertainty appears to be a less pressing concern for Indian corporate leaders.
仅有28%的受访CEO将其视为增长威胁，尽管全球紧张局势可能对油价、供应链和贸易产生影响。
Only 28% of CEOs surveyed identified it as a threat to growth, despite the potential impact of global tensions on oil prices, supply chains and trade.
纳格波雷瓦拉将这一现象部分归因于印度企业在不确定时期进行投资的经验。他表示，这些经验增强了它们应对干扰的信心。印度CEO对增长仍保持信心KPMG《2026年印度CEO展望》发现，87%的印度CEO对未来三年公司增长前景充满信心，高于去年调查的83%。对印度整体经济增长的信心较低，为73%。
纳格波雷瓦拉表示，这一差异部分反映出投资转化为成果需要时间。
Nagporewalla attributed this partly to Indian businesses' experience of investing through uncertain periods, which he said had strengthened their confidence in navigating disruption. Indian CEOs remain confident about growthKPMG's 2026 India CEO Outlook found that 87% of Indian CEOs were confident about their companies' growth prospects over the next three years, up from 83% in the previous year's survey. Confidence in India's overall economic growth was lower, at 73%.Nagporewalla said the difference partly reflected the time it takes for investments to translate into results.
调查结果公布之际，全球正面临不确定性，包括西亚紧张局势。尽管CEO们对自己的公司仍保持信心，但对更广泛经济的预期则更为谨慎。
The findings come amid global uncertainty, including tensions in West Asia. While CEOs remain confident about their own companies, their expectations for the broader economy are more measured.
纳格波雷瓦拉还表示，环境因素仍将是重大投资决策的一部分。他认为，企业在投入大量资本时不会忽视可持续发展目标。
Nagporewalla also said environmental considerations would remain part of major investment decisions, arguing that companies would not ignore sustainability goals when committing significant amounts of capital.
在被问及哪项政策措施有助于释放增长时，他没有指出具体措施，而是强调需要平衡人工智能的应用、人才培养和增长，并称这三者是紧密相关的优先事项。
Asked which policy initiative could help unlock growth, he did not point to a specific measure. Instead, he stressed the need to balance AI adoption, talent development and growth, describing the three as closely linked priorities.