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What does it mean to build a sovereign AI stack

India's pursuit of a sovereign AI stack is not just a technological endeavor—it's a path to economic growth, strategic independence, and cultural preservation.

Saumik Tiwari
Founder @AttackCapital
August 17, 2024

India's Sovereign AI Stack

In the new global race for technological supremacy, artificial intelligence stands at the forefront. For India, developing a sovereign AI stack isn't just an option—it's an imperative. It's about more than keeping pace; it's about leapfrogging ahead, turning our unique challenges into opportunities, and our diversity into strength.

Why India Needs a Sovereign AI Stack

  1. Data Sovereignty: Currently, 80% of India's data is stored offshore, processed into AI, and sold back to us. This 'data colonization' echoes the extractive practices of the past. A sovereign AI stack ensures our data serves our interests first.
  2. Cultural Relevance: India's linguistic and cultural diversity is unparalleled. An AI that understands the nuances from Kerala to Kashmir isn't just nice to have—it's essential for truly inclusive technological growth.
  3. Economic Potential: As we aim for a $50 trillion economy by 2047, a homegrown AI stack could be the rocket fuel we need, creating millions of high-value jobs and fostering innovation across sectors.
  4. Strategic Independence: In the 21st century, technological capability equals geopolitical influence. A sovereign AI stack is as crucial to our national security as any traditional defense system.

The Three Pillars of India's AI Stack

1. Data

India generates 20% of the world's data daily. This is our digital raw material, as valuable as any natural resource. Our approach should be threefold:

a) Data Localization: Implement policies to keep Indian data on Indian soil.

b) Privacy-Preserving Datasets: Leverage our Digital Public Infrastructure (DPI) success (UPI, UIDAI, ONDC) to create ethical, consent-based data pools.

c) Open-Source Foundations: Build the world's largest open-source AI, grounded in Indian ethos and values.

2. Compute

The bedrock of AI is computational power. India lags here, but the gap represents an enormous opportunity:

a) AI Factories: Increase our data center capacity from the current 1 GW to 50 GW by 2030. This requires treating data centers as strategic assets, offering incentives, and potentially implementing data localization norms.

b) AI Chips: Leverage our position as the world's largest hub for silicon development to design and manufacture AI-specific chips in India. This calls for industry-led chip design projects and government Research Linked Incentive (RLI) schemes.

c) Cutting-Edge Fabs: Accelerate the deployment of sub-3nm process fabs in India. This isn't just technological; it's geostrategic.

3. Algorithms

The final piece of the puzzle is the AI models themselves:

a) Open Innovation: Position India as a global champion of open innovation in AI R&D. This contrasts with the increasingly closed, proprietary nature of AI research in other countries.

b) Talent Attraction: Create a Silicon Valley-like ecosystem that attracts the best AI researchers and engineers from around the world.

c) Application Focus: While fundamental research is crucial, our real strength lies in applying AI to solve uniquely Indian (and by extension, global) problems.

The Swades AI Approach

This is where initiatives like Swades AI come into play. We're not trying to outspend tech giants in fundamental AI research. Instead, we're focusing on the application layer—taking open-source models and applying them to real-world Indian problems in novel ways.

By doing so, we're not just building applications; we're generating proprietary data that can be used to fine-tune and advance these models further. It's a virtuous cycle that plays to India's strengths.

The Road Ahead

Building India's sovereign AI stack is a monumental task, but we have unique advantages:

  1. Scale: 1.4 billion people generating diverse data daily.
  2. Talent: The world's largest pool of developers and a factory of engineers.
  3. Digital Infrastructure: Success stories like UPI provide a blueprint for large-scale tech deployment.
  4. Economic Momentum: Set to contribute 30% of global GDP growth from 2035-2050.
  5. Cultural Diversity: A testing ground for AI that can truly understand human complexity.

The path forward involves:

  1. Government Policy: Treating AI as critical infrastructure, offering incentives for data centers and chip design, and implementing thoughtful data localization policies.
  2. Industry Collaboration: Fostering partnerships between tech giants, startups, and academia to create an thriving AI ecosystem.
  3. Education and Skilling: Revamping our education system to produce AI-literate graduates at scale.
  4. Ethical Framework: Developing AI governance models that reflect Indian values and can serve as a template for the developing world.
  5. Global Partnerships: Collaborating with like-minded nations to create AI standards that aren't dominated by any single worldview.

Conclusion

In 1947, India won its political freedom. As we approach 2047, our goal must be to achieve technological freedom. A sovereign AI stack isn't just about national pride; it's about ensuring that the AI-driven future is one where India leads rather than follows.

The question isn't whether we can afford to invest in a sovereign AI stack. Given the stakes—our economic future, our strategic independence, and our ability to solve our unique challenges—the real question is: can we afford not to?

The future of AI will be written in code, but it must be code that speaks our languages, understands our cultures, and serves our aspirations. It's time for India to write its own AI story. The world is waiting to read it.