Commentary
Find our newspaper columns, blogs, and other commentary pieces in this section. Our research focuses on Advanced Biology, High-Tech Geopolitics, Strategic Studies, Indo-Pacific Studies & Economic Policy
The Hindu | Deepening India’s Steps as a Key Space-faring Nation
By Ashwin Prasad
India has set ambitious goals for its space programme in the next two decades. These goals hinge on powerful, reusable rockets such as the Indian Space Research Organisation (ISRO)’s upcoming Next Generation Launch Vehicle (NGLV). In addition to the NGLV, India must tap into its private sector to develop more such rockets in order to secure strategic autonomy in its access to outer space.
By Ashwin Prasad
Read the full article here.
Deccan Herald | Private sector push for India’s open-source challenge
By Arindam Goswami and Lokendra Sharma
Zerodha’s recent announcement to commit $1 million for open-source software is a shot in the arm for researchers. But India’s private sector needs to do more.
By Arindam Goswami and Lokendra Sharma
Read the full article here.
News18 | ‘Catching’ Innovation: What India Can Learn From SpaceX’s Latest Triumph
By Arindam Goswami and Ashwin Prasad
Embrace risk, support long-term thinking, and create ecosystems that turn ambitious dreams into reality.
What would an Indian SpaceX look like? Perhaps it’s not in space at all, but in renewable energy, biotechnology, or quantum computing. The key is that ambitious innovators need an environment where they can take big risks, fail fast, and keep pushing boundaries. This means rethinking everything, from our bankruptcy laws to our education system. We need to transform India’s innovation ecosystem from a permission-based system to a performance-based one, and move away from subjective approvals to objective criteria, much like how SpaceX operates under clear FAA guidelines rather than case-by-case permissions.
By Arindam Goswami and Ashwin Prasad
Read the full article here.
Moneycontrol | Canada's inclusion of India as cyberadversary is a deliberate political move; here’s why
By Lokendra Sharma
A perusal of Canada’s ‘National Cyber Threat Assessment 2025-2026’ report against the backdrop of the current India-Canada relations indicates that India’s inclusion as a cyberadversary is a deliberate last-minute political decision
By Lokendra Sharma
Read the full article here.
Deccan Herald | A Strategic Thrust To Space Beyond Borders
By Ashwin Prasad
As space activities grow beyond the traditional state-led programs, policy is beginning to catch up. On October 17, the US government eased space-related export controls to expand its commercial sector's reach. However, trade liberalisation in the space sector should evolve beyond allowing hardware sales. International cooperation between the US and its allies can distribute the space technology supply chains beyond national borders across trusted geographies. When spread across globally, technology development will reduce costs, enable specialisation, facilitate innovation, increase production rates and promote geopolitical stability on Earth and beyond.
By Ashwin Prasad
Read the full article here.
The Hindu | The shifting sands within global supply chains
By Lokendra Sharma and Pranay Kotasthane
Proposed U.S. rules on Chinese connected car tech and Israel’s pager attacks indicate the changing focus of global supply chains — from resilience to security
By Lokendra Sharma and Pranay Kotasthane
Read the full article here.
The Quint | One Year On, Should India Revisit its Drone Components Ban?
By Anushka Saxena and Satya S Sahu
Over 70 percent of the materials crucial to India’s drone manufacturing assembly lines have been produced in China.
By Anushka Saxena & Satya S Sahu
Read the full article here.
Deccan Herald | Why a China-US thaw may not be in India’s economic interests
By Anushka Saxena
India now finds itself in a unique position, with the ability to leverage its relationship with the US to seek concessions.
By Anushka Saxena
Read the full article here.
The Print | India’s fiscal imbalance isn’t a North vs South problem. Here’s what lies at the ‘centre’ of it
By Pranay Kotasthane and Sarthak Pradhan
India has a large vertical fiscal gap, which has been increasing. The reason is that while the Constitution assigns the most buoyant taxation powers to the Union, it allocates more spending responsibilities to the states.
By Pranay Kotasthane and Sarthak Pradhan
Read the full article here.
The Print | Govt’s Rs 1000 cr Fund for Space Sector has Drawbacks. It Should Bet on Outcomes, Not Ideas
Government as an anchor customer provides a stable source of demand for space-based services, reducing uncertainties in the market. It can boost investor confidence in the Indian space sector, attracting investments from home and abroad.
By Ashwin Prasad
Read the full article here.
Firstpost | As AI arms race heats up, India’s role will be crucial
By Arindam Goswami
While India may not be competing directly in Graphics Processing Unit manufacturing, its software-centric approach to AI development could redefine the parameters of technological leadership in the artificial intelligence era.
Read the full article here.
Mint | Five steps for India’s new government to get its data act together
By Narayan Ramachandran
Reform India’s statistical system. We need a data glasnost, a population census, closer tracking of the labour market, an effort to fix bugs in GDP estimation, and separate statistical tools employed by states. The story of our economic emergence must be free of distortions.
Read the full article here.
The New Indian Express | New Telecom Act risks normalising dangerous culture of unaccountable state intrusion
By Satya S Sahu
Any law student can attest to the principle that definitional uncertainty goes against the core tenets of good legislative drafting, which call for clear and targeted provisions.
Read the full article here.
NDTV | Is India Ready To Go All-EV By 2034? Absolutely Not
By Arindam Goswami
A few days ago, Transport Minister Nitin Gadkari made a startling announcement: the Union Government plans to eliminate petrol and diesel vehicles by 2034, replacing them primarily with electric vehicles (EVs). This bold move, touted as a step toward reducing carbon emissions and achieving climate goals, could lead India into a crisis of epic proportions if not meticulously planned and executed. The hidden carbon footprint of EVs, the inadequacy of our renewable energy infrastructure, the strain on our power grid and the economic and geopolitical ramifications, all paint a grim picture of a policy that could backfire disastrously.
Read the full article here.
Firstpost | The carbon quandary: AI, big data, and impending environmental crisis
By Arindam Goswami
AI’s potential in combating climate change is tempered by a sobering reality: Its reliance on power-hungry data centres. Can ‘green AI’ become a reality before it’s too late?
Read the full article here.
IDSA | Deterrence in the Age of Hybrid Threats
By Amit Gaur
Warfare has constantly evolved to match the environment. In the contemporary era, borders are not only territorial but expand into the social, economic and cognitive domain as well. Warfare has also graduated to utilising every possible means in its quest to find more ways to meet the ends. As strategy evolves to use every possible tool across domains by posing hybrid threats, strategy to counter such attempts also takes shape by recalibrating their approach towards deterring adversary from employing such threats. Achieving deterrence is the first step in countering hybrid threats but not with the same outlook with which Conventional or Nuclear Deterrence is conceived. This commentary attempts to highlight the need for adopting a deterrence strategy designed to overcome hybrid design of emerging threats.
Read the full article here.
Firstpost | How India is moving fast to becoming semiconductor ‘aatmanirbhar’
By Satya S Sahu & Pranay Kotasthane
The India Semiconductor Mission’s (ISM) ambitious goal to establish a robust domestic chip design and manufacturing ecosystem is gradually achieving fruition. The Union government recently approved three semiconductor units, including India’s first fabrication plant by Tata Electronics Private Limited, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation in Dholera, Gujarat. Read the full article here.
Takshashila Blog | The Imperative of Open-sourcing Chip Manufacturing Processes
By Satya S Sahu
The India Semiconductor Mission’s (ISM) ambitious goal to establish a robust domestic chip design and manufacturing ecosystem is gradually achieving fruition. The Union government recently approved three semiconductor units, including India’s first fabrication plant by Tata Electronics Private Limited, in partnership with Taiwan’s Powerchip Semiconductor Manufacturing Corporation in Dholera, Gujarat.
India’s presence in the chip design stage of the global value chain (GVC) is sizeable and well-established, playing host to global semiconductor design houses such as AMD and Qualcomm. There’s a slight glitch in the matrix, though: despite a large pool of skilled design engineers and a growing domestic market, India has struggled to establish a robust homegrown chip design and product ecosystem.
New Delhi has launched initiatives like the semiconductor Design-Linked Incentive (DLI) and Chips 2 Startup (C2S) schemes, which aim to provide select startups and universities with affordable access to Electronic Design Automation (EDA) software tools essential for designing all modern chips.
However, a key hurdle for startups and academia is the lack of standardised and affordable access to collaborative research facilities, and critical chip design toolkits inextricably linked to the fabrication stage of the supply chain that India is focused on: Process Development Toolkits (PDKs). Read the full article here.
Firstpost | Embracing AI: A strategic shift towards software-centric innovation in India
By Arindam Goswami
The Artificial Intelligence (AI) landscape is undergoing a seismic shift, driven by a coalition of tech giants and developers rallying behind an OpenAI-led initiative to build software that facilitates switching between different AI chips. As Nvidia’s dominance in AI hardware faces challenges due to supply shortages and high costs, this initiative aims to democratise AI development by reducing dependence on Nvidia’s proprietary software platform, Cuda. This article contends that India, with its robust software development industry, is uniquely positioned to contribute to this transformative shift, and this strategy plays well to India’s strengths and could assist India from a geopolitical perspective too. Read the full article here.
Transitions Research | Why AI Governance Must Contend With Semiconductor Geopolitics
By Satya S Sahu
The entire AI value chain (also known as the AI technology stack or life cycle), from data and algorithms to computing infrastructure required for training and deployment, is critically dependent on semiconductors. Different kinds of chips like CPUs, GPUs, FPGAs and specialised ASICs, form the substrate that enables the creation and operation of AI systems. As AI systems become more sophisticated and ubiquitous, efforts to create robust governance frameworks to ensure their safe, ethical and responsible development and deployment have emerged and accelerated. Multilateral efforts like the OECD’s AI Principles and the Global Partnership on AI, etc., are important initiatives. However, any serious effort to govern AI must also grapple with the complex geopolitical and geo-economic dynamics of semiconductors. Read the full article here.