The Troika: Focused R&D, energy sovereignty and values
ETtech May 06, 2025 10:40 AM
Synopsis

BVR Subrahmanyam and Debjani Ghosh of NITI Aayog outline three levers that can help India shape the era of intelligence, powered by AI.

Imagine a world without zero. No binary code, no computing, and certainly no AI. The concept of zero, first formalised by Brahmagupta in 7th century India, was a philosophical breakthrough that enabled progress in fields from astronomy to finance and computer science. From Aryabhata’s calculations of π to CV Raman’s Nobel-winning work, India has a deep legacy of scientific inquiry and innovation, which continues today as Indian-origin talent fuels the global tech economy — leading AI breakthroughs, powering innovation at top firms, and shaping the digital world.

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Now, as the world enters the Era of Intelligence, India faces an urgent need to harness this legacy for its own advancement.

The race for dominance is accelerating, with the US and China investing heavily to secure long-term advantage across chips, talent, and data. India’s opportunity lies in seizing the boldest leapfrog bets—those with the power to redefine global paradigms.

Focused R&D

R&D is the primary battleground of the Intelligence Era. To build global competitiveness, supply chain resilience, and national security, India must focus its R&D on critical domains.

Biotechnology will redefine healthcare, agriculture, and climate resilience. Building sovereign capabilities in synthetic biology, precision medicine, and bio-manufacturing will be critical to food and health security—and to reducing reliance on global supply chains.

Advanced materials are the backbone of next-generation semiconductors, aerospace, defence, and clean energy. Controlling these innovations will be essential to decoupling from vulnerable supply chains and achieving strategic self-reliance in critical sectors, including electronics and defence.

Quantum computing and communications will be foundational to the next era of encryption, cybersecurity, financial systems, and scientific modeling. Early leadership is essential to safeguarding national security infrastructure and setting new global standards—before others do. In the next 10 years, we must move from value-chain participation to value-chain creation—disrupting chokepoints and setting new rules for global competition.

Energy Sovereignty

AI may run on data, but it thrives on energy. As adoption accelerates, electricity demand from data centres and AI supercomputing is expected to double by 2026. Energy is now a strategic asset—central to digital power and economic leadership.

India, with over 200 GW of renewable capacity and a 2030 target of 500 GW, is well-positioned to lead. The`19,744 crore National Green Hydrogen Mission is a bold step toward making India a global hub for green hydrogen. If executed with ambition, India could become in this century what oil-rich nations were in the last: the bedrock of global energy ecosystems.

Strategic investments in green hydrogen, battery storage, smart grids, and next-gen renewables will make India the destination of choice for energy-intensive industries—from semiconductor fabs and AI clusters to quantum labs and advanced manufacturing.

Human-Centric AI

India’s most profound contribution to the Intelligence Era may not lie just in its technological prowess but in its values. As the world races toward hyper-automation, India must lead with a human-centric AI vision—one that augments, not replaces; empowers, not exploits; and keeps people, not machines, at the heart of progress.

AI should be harnessed to solve India’s most pressing challenges: boosting agricultural productivity, bridging learning gaps, democratizing access to quality healthcare, and building climate resilience.

We are walking the talk with the India AI Mission, but India must go further—and shape global governance frameworks rooted in our values dignity, inclusion, and equity.
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