India’s AI Moment: Between Sovereignty and Strategic Dependence

How prepared is India to navigate the AI revolution, as it begins to rewrite not only the global economy but

Preparing for AI | Prime Minister Narendra Modi inaugurates the Global Partnership on Artificial Intelligence Summit in New Delhi, December 2023. | Image courtesy: PMO India

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In early 2026, India stands at a genuine inflection point in artificial intelligence(AI). Through the multibillion-rupee IndiaAI Mission, the government has committed unprecedented resources to AI research, compute access, and digital infrastructure. Indian startups are no longer merely adopting AI; they are training large language models, releasing open source tools, and competing in global markets.

Yet India’s AI ascent remains structurally constrained. Cutting-edge models are trained on export-controlled Western GPUs, deployed on foreign cloud platforms, and built using open-source frameworks largely developed outside the country. As a result, India’s aspiration to emerge as an “AI powerhouse” is tempered by the realities of global supply chains, export controls, and intellectual property regimes.

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