India needs AI sovereignty but let’s be clear about what exactly that means as this technology evolves
• India is navigating the global AI race, which has shifted from model creation to the control of compute, chips, and critical supply chains. • The author argues that "AI sovereignty" for India should not mean total self-sufficiency, but rather a strategic identification of manageable versus critical dependencies. • The volatility of South Korea's Kospi index, which saw a massive 17.9% single-day rise on July 31, illustrates how global AI infrastructure depends heavily on American cloud provider spending.
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