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High-Tech Geopolitics Programme

The High-Technology Geopolitics Programme explores the geopolitics of technology from an Indian national interest perspective.
OUR RESEARCH  /  HIGH-TECH GEOPOLITICS

High-Tech Geopolitics

Nations are vying for dominance in several critical and emerging technologies, such as artificial intelligence (AI), quantum computing, semiconductors, telecommunications, and cybersecurity, to gain a strategic advantage. Rivalries between major powers are intensifying as they invest in research and development, IP protection, and industrial policies.

Developing countries like India are also striving to enhance their capabilities. The HTG Programme works on navigating these issues while balancing growth, security, ethics, and international cooperation as crucial factors responsible for shaping the future of emerging technologies and the geopolitics associated with them.

Programme Highlights
FOCUS AREAS Artificial Intelligence · Semiconductor Geopolitics · Strategic Minerals & Materials · Open Technology · Advanced Computing
NEWSLETTER Technopolitik · Anticipating the Unintended
COURSES GCPP — Technology & Policy · Politics and Policy of AI · Politics and Policy of Critical Minerals
─── FEATURED RESEARCH

Techno-Strategic Doctrine for India

Imperatives, objectives, and approaches to thinking about technology and strategy — the connective tissue across our publications, courses, and convenings.

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Focus Areas

Artificial Intelligence

Our research analyses the AI value chain — spanning data, compute, models, and applications — to identify strategic opportunities within a contested geopolitical landscape.

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Selected publications
State of AI Governance, 2025 Building India's Data Centres AI Adoption — Think Tasks, Not Jobs A Pathway to AI Governance

Semiconductor Geopolitics

Takshashila's Siliconpolitik project asks how semiconductors are reshaping the global technology landscape — and what role India can play in it. Our work spans the IC ecosystem, metals and materials, and the broader electronics supply chain.

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Selected publications
Should the US Sell Advanced GPUs to China? An Indian Perspective SWOT Analysis of India's Semiconductor Ecosystem

Strategic Minerals & Materials

Strategic minerals and materials, including rare earth elements, have significant strategic and commercial applications. Post-pandemic geopolitics offers India a precious opportunity to emerge as a rare-earths supplier for the world.

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Selected publications
Sand Slipping Through Fingers India Should Double Down on Rare Earth Recycling A Rare Earths Strategy for India

Open Technology

Open technologies can help India achieve techno-strategic autonomy, economic growth, technology leadership, and skill development — across open-source software, hardware, data, standards, and networks.

Selected publications
Open Tech Strategy for India

Advanced Computing

Understanding the geopolitics of high-speed and quantum computing, evaluating India's strengths and weaknesses, and proposing policies to give India an advantage.

Selected publications
Building India's Quantum Ecosystem

Our courses

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GRADUATE CERTIFICATE IN PUBLIC POLICY · 12 WEEKS

GCPP — Technology & Policy

The flagship programme for technologists, lawyers, civil society, and policymakers — building frameworks to navigate the geopolitics of AI, semiconductors, and emerging technology.

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EXPERT CAPSULE COURSE · 6 WEEKS

Politics and Policy of Artificial Intelligence

An applied course on the politics, economics, and governance of AI — from compute and data to deployment and the geopolitics of the AI stack.

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EXPERT CAPSULE COURSE · 6 WEEKS

Politics and Policy of Critical Minerals

Strategic minerals, rare earths, and the supply chains they underwrite. A focused look at India's vulnerabilities, opportunities, and policy options.

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Stay in the loop

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Technopolitik

Exploring the intersection of technology and international relations from an Indian national interest perspective. By The Takshashila Institution.

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Anticipating the Unintended

A thought letter about public policy concepts, frameworks, and ideas. Indian perspectives on public policy, foreign affairs, and global politics. By Pranay Kotasthane & RSJ · Over 11,000 subscribers.

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Recent publications

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Why and How India Should Accelerate AI Diffusion Bharath Reddy, Rijesh Panicker 30 SEPT 2026 Takshashila Policy Advisory: Draft SHANTI Rules and Regulations, 2026 Lokendra Sharma, Nitin Pai, Pranay Kotasthane 11 SEPT 2026 Why Is China Giving Away Its AI Models? Pranay Kotasthane, Nitin Pai, Bharath Reddy 07 AUG 2026 Navigating India's Subsea Cable Governance Anwesha Sen 20 JUL 2026 The AI Investment Cycle Arindam Goswami 08 JUL 2026 Should the US Sell Advanced GPUs to China? An Indian Perspective Pranay Kotasthane 29 APR 2026 Impact Of The West Asian War On AI Development and Diffusion Bharath Reddy, Shobhankita Reddy 23 APR 2026 From Gigawatts to Megawatts Anwesha Sen 20 APR 2026
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From the blog

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China's AI Export Order: What It Does and What It Means for India Bharath Reddy

18 OCT 2026

Semicon 2.0 Gets the Big Things Right Pranay Kotasthane

31 AUG 2026

Capital for Innovation in Indian BioEconomy Arindam Goswami

26 AUG 2026

One switch, many businesses Arindam Goswami

13 AUG 2026

The Hype Over India’s Solar PV Success is Premature Amit Kumar

11 AUG 2026

Why AI Governance Keeps Prioritising Speed Over Safety Bharath Reddy

31 JUL 2026
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In the news

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US-China decoupling has spurred R&D in both countries

Arindam Goswami
Moneycontrol
13 OCT 2026

US and China are unlikely to limit the development of increasingly capable AI systems

Bharath Reddy
The Indian Express
25 SEPT 2026

China’s chokehold on critical minerals is loosening, but not quickly

Shobhankita Reddy, Tannmay Kumarr Baid, Pranay Kotasthane
MoneyControl
24 SEPT 2026

China’s open AI advantage may not last forever

Bharath Reddy, Pranay Kotasthane
The Hindu
16 SEPT 2026

A New 'Subsea Cable' Is Coming To India. But It's A Wake-Up Call For Something

Anwesha Sen
NDTV
09 SEPT 2026

Semicon 2.0 gets it right on the issues that matter

Pranay Kotasthane
Hindustan Times
09 SEPT 2026
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Subscribe to our podcasts

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Meet the HTG team

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Nitin Pai

Nitin Pai

Co-Founder and Director

Narayan Ramachandran

Narayan Ramachandran

Co-Founder

Pranay Kotasthane

Pranay Kotasthane

Deputy Director and Chairs HTG Programme

Aditya Ramanathan

Aditya Ramanathan

Chairperson, Advanced Military Technology and Outer Space Programme

Bharath Reddy

Bharath Reddy

Associate Fellow with the High-Tech Geopolitics Programme

Colonel KPM Das

Colonel KPM Das

Adjunct Fellow at the Takshashila Institution

Rijesh Panicker

Rijesh Panicker

Fellow with the High-Tech Geopolitics Programme

Sridhar Krishna

Sridhar Krishna

Senior Scholar at the Takshashila Institution

Anwesha Sen

Anwesha Sen

Programme Manager, Technology and Policy

Saurabh Todi

Saurabh Todi

NAST Fellowship Manager

Arindam Goswami

Arindam Goswami

Staff Research Analyst for the High-Tech Geopolitics Programme

Lokendra Sharma

Lokendra Sharma

Staff Research Analyst for the High-Tech Geopolitics Programme

Ashwin Prasad Rao

Ashwin Prasad Rao

Staff Research Analyst for the Advanced Military Technology and Outer Space Programme

Shobhankita Reddy

Shobhankita Reddy

Research analyst for the High Tech Geopolitics Programme

Adya Madhavan

Adya Madhavan

Research analyst for the High Tech Geopolitics Programme

Tannmay Kumarr Baid

Tannmay Kumarr Baid

Junior Adjunct Scholar for the High-Tech Geopolitics Programme

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