As AI systems grow more powerful, the computational infrastructure behind them has become a strategic resource, one that is unevenly distributed across the world. This episode takes a deep look at the three layers of compute sovereignty: where data centers are located, who owns them, and who manufactures the chips that power them. Zoe explains how access to compute has quickly shifted from a technical issue to a core question of economic resilience and sovereignty.

The conversation unpacks new research showing how few countries actually host advanced AI-relevant data centers, and how global dependencies on companies like Nvidia shape strategic decisions. Adarsh and Zoe discuss the implications for countries that are “compute deserts,” the growing push toward sovereign capabilities, and why a binary view of sovereignty is misleading. They also explore how countries are attempting to secure compute, through public investment, regional collaborations, and new transnational initiatives.

Finally, the episode examines the emerging tension between the pursuit of compute sovereignty and the environmental and socioeconomic costs of data centers. As global investments flow into AI infrastructure, Zoe argues for a more grounded, people-centric approach to AI strategy, one that balances access, sustainability, and long-term national priorities amid evolving questions about the future of the AI industry.

Episode Contributors

Adarsh Ranjan is a research analyst at Carnegie India where his research focuses on AI and emerging technologies, digital transformation, and technology partnerships. His current research explores India’s evolving policy on AI compute and digital transformation in Global South countries.

Zoe Jay Hawkins is the co-founder and deputy executive director of the Tech Policy Design Institute. Zoe brings extensive experience designing tech policy from government, big tech, academic and think tank perspectives. Zoe worked for the Australian government across communications, innovation, and foreign policy portfolios, as a ministerial adviser and in the public service. She is a Research Associate at the University of Oxford and an expert researcher for the OECD, having started her career at the Australian Strategic Policy Institute. 

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

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The conversation explores how cybersecurity is integral to space operations, drawing parallels with traditional air defense strategies. Blount discusses the historical context of cybersecurity in space, the role of international law, and the challenges posed by non-state actors. He emphasizes the need for a holistic approach to cybersecurity that includes both space-based and terrestrial components, and the importance of international cooperation in addressing these challenges.

Blount warns of the increasing threats from cyber-attacks on space assets and the need for robust legal frameworks to ensure accountability and security. He calls for the development of comprehensive cybersecurity strategies that integrate space and cyberspace, ensuring resilience against a wide range of threats.

How can nations protect their space assets from cyber threats? What role does international law play in governing space cybersecurity? How should countries collaborate to enhance global space security?

Episode Contributors

P. J. Blount is assistant professor of space law at Durham University. He is also a visiting scholar at Mae Fah Luang University in Chiang Rai, Thailand. Previously, he served as a Lecturer in Law at Cardiff University, an adjunct professor for the LL.M. in the Air and Space Law at the University of Mississippi School of Law, a Postdoctoral Researcher at the University of Luxembourg, an adjunct professor at Montclair State University, and a Visiting Scholar at the Beijing Institute of Technology School of Law. 

Tejas Bharadwaj is a senior research analyst with the Technology and Society Program at Carnegie India. He focuses on space law and policies and also works on areas related to AI in military domain, Defence tech and Cybersecurity. 

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

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The episode challenges the familiar “open versus closed” framing of AI systems. Sharma argues that openness is not inherently good or bad—it is an instrumental choice that should align with specific policy goals. She introduces a seven-part taxonomy of AI—compute, data, source code, model weights, system prompts, operational records and controls, and labor—to show how each component interacts differently with innovation, safety, and governance. Her central idea, differential openness, suggests that each component can exist along a spectrum rather than being entirely open or closed. For instance, a company might keep its training data private while making its system prompts partially accessible, allowing transparency without compromising competitive or national interests. Using the example of companion bots, Sharma highlights how tailored openness across components can enhance safety and oversight while protecting user privacy. She urges policymakers to adopt this nuanced approach, applying varying levels of openness based on context—whether in public services, healthcare, or defense. The episode concludes by emphasizing that understanding these layers is vital for shaping balanced AI governance that safeguards public interest while supporting innovation.

How can regulators determine optimal openness levels for different components of AI systems? Can greater transparency coexist with innovation and competitive advantage? What governance structures can ensure that openness strengthens democratic accountability without undermining safety or national security?

Episode Contributors

Chinmayi Sharma is an associate professor of law at Fordham Law School in New York. She is a nonresident fellow at the Stoss Center, the Center for Democracy and Technology, and the Atlantic Council. She serves on Microsoft’s Responsible AI Committee and the program committees for the ACM Symposium on Computer Science and Law and the ACM Conference on Fairness, Accountability, and Transparency.

Shruti Mittal is a research analyst at Carnegie India. Her current research interests include artificial intelligence, semiconductors, compute, and data governance. She is also interested in studying the potential socio-economic value that open development and diffusion of technologies can create in the Global South.

Suggested Readings 

Unbundling AI Openness by Parth Nobel, Alan Z. Rozenshtein, and Chinmayi Sharma. 

Tragedy of the Digital Commons by Chinmayi Sharma. 

India’s AI Strategy: Balancing Risk and Opportunity by Amlan Mohanty and Shatakratu Sahu. 

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

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India’s air defense has transformed from sparse radars in the 1960s to a multilayered network anchored by the Integrated Air Command and Control System (IACCS), linking radars, interceptors, and layered missile systems into a cohesive shield. Air Marshal Diptendu Choudhury underscores how decades of preparation, constant operational readiness, and the stress test of Operation Sindoor demonstrated the value of Army–Air Force integration and cost-effective counters to drones and missiles. He emphasizes that air defence is no longer just about protection—it is about extending reach into adversary airspace and enabling India’s offensive air power to operate with confidence.

Looking ahead, Choudhury warns that the deepening China–Pakistan partnership, the economics of interception, and production scalability will shape India’s strategic calculus. He calls for IACCS to evolve into an Integrated Aerospace Command and Control System, expanding beyond airspace into near-space and space-based surveillance to achieve full-spectrum aerospace domain awareness. Building resilient, cyber-secure, and future-ready defences, he argues, is essential to preserving India’s edge against threats ranging from drones to ballistic missiles.

How can India balance cost-effective counters against drones with the need for high-end missile defenses? What does China–Pakistan military cooperation mean for India’s future two-front strategy? How should India integrate space-based systems into its air defence to achieve true aerospace domain awareness?

Episode Contributors

Air Marshal (Retd.) Diptendu Choudhury, Former Commandant, National Defence College, Delhi. An experienced pilot with over 5000 sorties on fighters, he has commanded a fighter squadron, IAF’s prestigious Tactics Air Combat Development Establishment, two frontline fighter wings, and has extensive experience in the development and execution of air operations at Command, Air Force and Joint Operations levels. He has been the Senior Air Staff Officer of WAC, Air Defence Commander of two operational Commands, AOC of IAF’s Composite Operational Battle Response and Analysis Group, as well as the ACAS Inspections, and Director Air Staff Inspections and Operational Planning and Assessment Group.

Dinakar Peri is a fellow in the Security Studies program at Carnegie India. Earlier, he was a journalist with The Hindu newspaper covering defense and strategic affairs for almost 11 years. He is an alumnus of the U.K. Foreign Office’s Chevening South Asia Journalism Program and the U.S. State Department’s International Visiting Leadership Program.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

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The episode opens with Bhatt framing the global stakes: from drones on the battlefield to AI-powered early warning systems, militaries worldwide are racing to integrate AI, often citing strategic necessity in volatile security environments. Mohan underscores that AI in conflict cannot be characterized in a single way, applications range from decision-support systems and logistics to disinformation campaigns and border security.

The conversation explores two categories of AI-related risks:

• Inherent risks: design flaws, bias in datasets, adversarial attacks, and human–machine trust calibration.
• Applied risks: escalation through miscalculation, misuse in targeting, and AI’s role as a force multiplier for nuclear and cyber threats.

On governance, Mohan explains the fragmentation of current disarmament processes, where AI intersects with multiple regimes, nuclear, cyber, conventional arms, yet lacks a unified framework. She highlights ongoing debates at the UN’s Group of Governmental Experts (GGE) on LAWS, where consensus has been stalled over definitions, human-machine interaction, and whether regulation should be voluntary or treaty-based.

International humanitarian law (IHL) remains central, with discussions focusing on how principles like distinction, proportionality, and precaution can apply to autonomous systems. Mohan also emphasizes a “life-cycle approach” to weapon assessment, extending legal and ethical oversight from design to deployment and decommissioning.

A significant portion of the conversation turns to gender and bias, an area Mohan has advanced through her research at UNIDIR. She draws attention to how gendered and racial biases encoded in AI systems can manifest in conflict, stressing the importance of diversifying participation in both technology design and disarmament diplomacy.

Looking forward, Mohan cites UN Secretary-General António Guterres’s call for a legally binding instrument on autonomous weapons by 2026. She argues that progress will depend on multi-stakeholder engagement, national strategies on AI, and confidence-building measures between states. The episode closes with a reflection on the future of warfare as inseparable from governance innovation—shifting from arms reduction to resilience, capacity-building, and responsible innovation.

Episode Contributors

Shimona Mohan is an associate researcher on Gender & Disarmament and Security & Technology at UNIDIR in Geneva, Switzerland. She was named among Women in AI Ethics’ “100 Brilliant Women in AI Ethics for 2024.” Her areas of focus include the multifarious intersections of security, emerging technologies (in particular AI and cybersecurity), gender, and disarmament. 

Charukeshi Bhatt is a research analyst at Carnegie India, where her work focuses on the intersection of emerging technologies and international security. Her current research explores how advancements in technologies such as AI are shaping global disarmament frameworks and security norms.

Readings

Gender and Lethal Autonomous Weapons Systems, UNIDIR Factsheet 

Political Declaration on Responsible Military Use of AI and Autonomy, US Department of State

AI in the Military Domain: A Briefing Note for States by Giacomo Persi Paoli and Yasmin Afina

Understanding the Global Debate on Lethal Autonomous Weapons Systems: An Indian Perspective by Charukeshi Bhatt and Tejas Bharadwaj

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

The episode begins with Kapoor explaining the origins of AI Snake Oil, tracing it back to his PhD research at Princeton on AI's limited predictive capabilities in social science domains. He shares how he and co-author Arvind Narayanan uncovered major methodological flaws in civil war prediction models, which later extended to other fields misapplying machine learning.

The conversation then turns to the disconnect between academic findings and media narratives. Kapoor critiques the hype cycle around AI, emphasizing how its real-world adoption is slower, more fragmented, and often augmentative rather than fully automating human labor. He cites the enduring demand for radiologists as a case in point.

Kapoor introduces the concept of “AI as normal technology,” which rejects both the notion of imminent superintelligence and the dismissal of AI as a passing fad. He argues that, like other general-purpose technologies (electricity, the internet), AI will gradually reshape industries, mediated by social, economic, and organizational factors—not just technical capabilities.

The episode also examines the speculative worldviews put forth by documents like AI 2027, which warn of AGI-induced catastrophe. Kapoor outlines two key disagreements: current AI systems are not technically on track to achieve general intelligence, and even capable systems require human and institutional choices to wield real-world power.

On policy, Kapoor emphasizes the importance of investing in AI complements—such as education, workforce training, and regulatory frameworks—to enable meaningful and equitable AI integration. He advocates for resilience-focused policies, including cybersecurity preparedness, unemployment protection, and broader access to AI tools.

The episode concludes with a discussion on recalibrating expectations. Kapoor urges policymakers to move beyond benchmark scores and collaborate with domain experts to measure AI’s real impact. In a rapid-fire segment, he names the myth of AI predicting the future as the most misleading and humorously imagines a superintelligent AI fixing global cybersecurity first if it ever emerged.

Episode Contributors

Sayash Kapoor is a computer science Ph.D. candidate at Princeton University's Center for Information Technology Policy. His research focuses on the societal impact of AI. He previously worked on AI in the industry and academia at Facebook, Columbia University, and EPFL Switzerland. He is a recipient of a best paper award at ACM FAccT and an impact recognition award at ACM CSCW.

Nidhi Singh is a senior research analyst and program manager at Carnegie India. Her current research interests include data governance, artificial intelligence and emerging technologies. Her work focuses on the implications of information technology law and policy from a Global Majority and Asian perspective. 

Suggested Readings

AI as Normal Technology by Arvind Narayanan and Sayash Kapoor.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

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The episode opens with an in-depth discussion about the value of open source as a model of development and how the definitional contours of open-source AI differ from those of traditional open-source software. The discussion also explores the characteristics and challenges that distinguish open-source AI models from conventional software development approaches.

The discussion goes on to address recent strategic shifts in the AI industry towards more open development, sparked by developments like DeepSeek's open-source R1 model and leaked internal assessments suggesting that open-source communities may be outpacing tech giants.

The discussion also explores the complex trade-offs between open and closed AI development. While open-source models offer transparency, democratization, and innovation benefits, they also present cybersecurity vulnerabilities and potential national security risks. Nadh addresses concerns about jailbreaking vulnerabilities in open models, using DeepSeek's recent security lapses as an example, while also examining the limitations and risks of closed proprietary systems.

Nadh also provides his perspective on India-specific considerations, including the government's IndiaAI Mission and the decision to develop a homegrown large language model, and discuss the strategic implications of India's approach, which is not expected to be open-source at first, and the potential for India to make meaningful progress in driving open-source AI development as a matter of policy. 

Episode Contributors 

Kailash Nadh is the chief technology officer of Zerodha, India’s leading stock brokerage platform, where he has led its technology and product stack development since 2013. He is also the co-founder and director of FOSS United, a non-profit foundation based in Bangalore, that aims to provide grassroot support to free and open-source software projects and communities in India. In addition to being a full-stack software developer with more than two decades of technical experience, Nath holds a PhD in artificial intelligence and computational linguistics. His most recent writings also provide a compelling analysis of open-source software developments and AI breakthroughs, including in the Indian context. 

Shruti Mittal is a research analyst at Carnegie India. Her current research interests include artificial intelligence, semiconductors, compute, and data governance. She is also interested in studying the potential socio-economic value that open development and diffusion of technologies can create in the Global South.

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

In this conversation, Aadil Brar and Saheb Singh Chadha examine how China's strategic behavior across the India-China border, Taiwan Strait, and South China Sea reflects a broader effort to create regional influence and redefine border security under Xi Jinping. Aadil explains how Beijing frames these actions as issues of national sovereignty, using military presence and political rhetoric to entrench its claims.

They explore the “chain reaction” thesis, which suggests that China prepares for simultaneous tensions on multiple fronts in anticipation of external responses—especially in the event of a Taiwan contingency. This perspective, Aadil argues, helps explain China’s sustained activity along the LAC.

The discussion also delves into China’s efforts to normalize military exercises around Taiwan, making it harder to distinguish military exercises from wartime operations. While these tactics project strength, they may also be prompting diplomatic recalibration as China confronts the strategic consequences of its assertiveness.

Episode Contributors

Aadil Brar is a TV reporter for TaiwanPlus News based in Taipei. Prior to this, he was the China News Reporter for Newsweek and wrote columns for The Print India. His experience includes working with the BBC World Service and National Geographic, covering topics such as international affairs, geopolitics, environmental conservation, and border conflicts. In 2016, he received the National Geographic Young Explorer Grant.

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific.

Additional Readings

Views From Taipei: Essays by Young Indian Scholars on China by Vijay Gokhale, Suyash Desai, Amit Kumar, and Aadil Brar

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

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Saheb and Suyash begin by laying out where the PLA stands today in terms of its strengths, weaknesses, and the factors driving its evolution. While the PLA has made major strides in modernizing across land, air, sea, space, and cyber, it still struggles with issues like deep-rooted corruption, a lack of well-trained personnel, and delays in meeting its own ambitious goals.

The discussion dives into how the PLA is preparing for a potential Taiwan contingency through new mobilization efforts, localized recruitment (especially in border regions like Tibet), and more frequent joint military exercises. Suyash argues that despite these efforts, the PLA still isn’t ready for a full-scale operation anytime soon. 

They also examine China’s changing nuclear posture, including its gradual shift toward a “launch on warning” approach. Even though both India and China adhere to no-first-use policies, new developments in missile systems and strategic signaling are quietly reshaping the region’s security dynamics.

Finally, the episode looks at what all this means for India. With growing military capabilities on both sides, we may be entering a period of “armed coexistence”—a tense, yet controlled standoff that defines the new normal along the India–China border.

Episode Contributors

Suyash Desai is a nonresident fellow at the Foreign Policy Research Institute (FPRI) and a political scientist specializing in China’s defense, foreign policies, and nuclear strategy. His research focuses on Chinese military affairs, security and foreign policy issues, nuclear strategy, India-China relations, and strategic and security developments in East Asia and the Indo-Pacific region. 

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific.

Additional Readings

Views From Taipei: Essays by Young Indian Scholars on China by Vijay Gokhale, Suyash Desai, Amit Kumar, and Aadil Brar

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

In this conversation, Saheb and Amit examine the three major structural dilemmas facing China’s economy: a persistently low domestic consumption rate of around 40 percent of GDP, making China an outlier among large economies; the Chinese state’s reluctance to adopt fiscal stimulus due to its ideological opposition to welfarism; and a sharp slowdown in real estate investment that has had ripple effects across the broader economy. They also discuss how China’s enduring trade surpluses, particularly with the U.S., EU, and India are generating international pushback. Despite high trade volumes, Amit highlights the limited nature of Chinese investment in India, noting that economic outreach from China is driven less by genuine market interest and more by geopolitical calculations. 

The episode further explores why China’s engagement with regions like Africa, Latin America, and Southeast Asia cannot substitute for the demand found in Western markets. The episode also looks at how India’s large and growing consumer market could make it a prime destination for companies relocating under the China Plus One strategy, even if Chinese firms themselves remain reluctant to invest directly. Finally, the discussion draws a clear line between China’s diplomatic messaging and its actual economic practices, revealing a gap that continues to shape global perceptions.

Episode Contributors

Amit Kumar is a Staff Research Analyst at the China desk of the Indo-Pacific Studies Programme. With a broader focus on China, he studies issues at the intersection of the economy, technology and security. His work encompasses writings on the Chinese economy, domestic politics, foreign policy, and India-China trade and security issues. 

Saheb Singh Chadha is a senior research analyst in the Security Studies Program at Carnegie India. His research focuses on China’s foreign and security policies, India-China relations, and India’s military modernization. He is broadly interested in the geopolitics of South Asia and the Indo-Pacific.

Suggested Readings

Views From Taipei: Essays by Young Indian Scholars on China by Vijay Gokhale, Suyash Desai, Amit Kumar, and Aadil Brar

Review of Foreign Direct Investment (FDI) policy for curbing opportunistic takeovers/acquisitions of Indian companies due to the current COVID-19 pandemic by Ministry of Commerce & Industry 

De-risking India’s Trade with China: Identifying Strategic and Critical Vulnerabilities by Amit Kumar

China isn't Ready to Shift to a Consumption-Driven Economy by Amit Kumar

Is India Warming up to Chinese Investment? By Amit Kumar

China’s Economy: What Everyone Needs to Know by Arthur R. Kroeber

China’s Western Horizon: Beijing and the New Geopolitics of Eurasia by Daniel S. Markey

Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.

Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.

Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.