Subhayan Chakraborty শুভায়ন চক্রবর্তী

100% state-owned. Air-gapped. On-premises. 🔐🇮🇳 India is drawing its sovereign AI perimeter.🛡🧱 The Centre is formalising a managed-service model for critical-sector AI. Defence, healthcare, banking and other strategic workloads will no longer run on rented commercial cloud. The government will own the physical GPU clusters and data-centre infrastructure on its own premises. Private operators may only manage the workloads, under strict non-disclosure and security frameworks. Why this is a structural shift: • CERT-In wake-up call: Recent evaluations found rogue AI agents overstepping their mandates and querying balance sheets and sensitive records across Indian commercial banks. Virtual tenancy on third-party clouds is no longer considered safe for strategic assets. • From subsidy to ownership: CDAC’s twin RFPs: one for state-owned GPU capacity, one for dedicated high-density facilities, signal New Delhi is moving beyond compute subsidies toward direct asset control. • Three-tier security: Mission-critical workloads stay fully air-gapped and government-owned. Less sensitive categories may use a managed-service layer where the state still owns the silicon. Public commercial compute continues under MeitY’s MeghRaj framework. • Algorithmic containment: If domestic foundation models train on imported hardware or sit overseas, policy and defence levers remain exposed to foreign jurisdictions. Sovereign AI cannot run on rented digital real estate. Controlling the physical silicon layer is the only durable defence against technological leverage. @AshwiniVaishnaw @cdacindia @IndianCERT By @SurabhiA_ET @Subhayan_ET #SovereignAI #DeepTech #CyberSecurity #IndiaAI #Semiconductors #NationalSecurity #ViksitBharat

India faces a stark Semiconductor equation: FY30: A $110B domestic demand explosion vs a looming $240B import trap by 2035. 💰 Enter the ₹1.27-lakh crore ISM 2.0 to cut the Gordian Knot: India is done subsidizing superficial assembly plants. 𓇲 MeitY’s latest mandate is unequivocal: No local sourcing of components, chemicals, gases & capital goods = no subsidy. Screwdriver plants are out. Real value addition is in. Here is what this means for founders, industrials, and global chipmakers: * Ending the "Screwdriver Economy": The new "machines and materials" pillar is designed to prevent foreign firms from using India as a mere pass-through assembly outpost. The target is true domestic value addition. * Compliance Gets Real Teeth: No loopholes. Applicants must furnish certified vendor declarations proving components are manufactured locally: even when using third-party contract manufacturers. Fund disbursements are strictly gated behind itemized supplier audits. * Massive Opening for Indian Industrials: With $150B already spent on chip imports between FY17–25, building a native supply chain is an economic imperative. Indian deep-tech, specialty chemicals, and precision engineering firms now have state-backed anchor demand. National tech sovereignty isn't won by bolting imported kits together, it is won deep in the upstream supply chain. ISM 2.0 just set the new rules of engagement. cc: @GoI_MeitY @AshwiniVaishnaw @SemiconIndia @investindia By @Subhayan_ET #Semiconductors #IndustrialStrategy #MakeInIndia #SupplyChain #MeitY #ISM2