The Peninsula Foundation

Category: Emerging Technologies

  • China’s Role in reducing the Global Carbon Footprint: The 2060 Promise and Geopolitics on the Climate Front

    China’s Role in reducing the Global Carbon Footprint: The 2060 Promise and Geopolitics on the Climate Front

    Introduction

    The devastating role carbon plays in climate change cannot be underestimated. The rise in global surface temperatures, air pollution, and sea levels are visible effects of a rapidly changing environment. China, the world’s second most populous country, is also the largest emitter of greenhouse gases[i]. According to the CAIT database, in 2020, China emitted what amounted to 27% of the total greenhouse gas emissions in the world[ii]. Under President Xi Jinping, China has moved to position itself as an “ecological civilization”, striving to advance its role in global climate protection[iii]. China’s endeavours received acclaim when it became one of the first major countries to ratify the Paris Agreement in 2015, pledging to attain peak emissions by 2030 and net zero carbon emissions by 2060. This article aims to delineate China’s strategies and motivations for addressing carbon emissions and contrast these with the measures implemented by Western and developing countries to diminish their carbon footprint.

    China’s Image and Geopolitics in the Climate Sector

    Considering China’s position on the world stage as one of the largest and fastest-growing economies in the world, it has faced international pressure to take accountability for its contribution to climate change. China has previously argued that as a developing country, it should not have to share the same responsibilities of curbing climate change that developed countries, whose emissions went “unchecked for decades”, have[iv]. Nonetheless, they have pledged to lead by example in the climate sector. A large part of President Xi’s campaign to amplify China’s climate ambitions may come from appeasing the West while also setting up leadership in the clean energy sector to better cement its role as a superpower. According to a New York Times article, their promise to contribute to climate protection could be used to soothe the international audience and to counterbalance the worldwide anger that China faces over their oppression of the Uyghur Muslims in the Xinjiang province and their territorial conflicts in the South China Sea and Taiwan[v]. President Xi’s pledge at the UN to reach peak emissions before 2030 may have been an attempt to depict China as a pioneering nation striving to achieve net zero carbon emissions, serving as an alternative powerful entity for countries to turn to in lieu of the United States. This holds particular significance, as the USA remained mute about taking accountability for its own carbon emissions and withdrew from the Paris Agreement during Donald Trump’s presidency[vi]. This also shows China’s readiness to employ the consequences of climate change on its geopolitical agenda[vii].

    The future actions of China may significantly influence the climate policies of both developing and developed nations, potentially establishing China as a preeminent global force in climate change mitigation.

    China has endeavoured to shape its image in the climate sector. In 2015, despite being classified as a developing country, China refrained from requesting climate finance from developed countries and instead pledged $ 3.1 billion in funding to assist other developing countries in tackling climate change[viii]. As per the World Bank’s Country Climate and Development Report for China, China is poised to transform “climate action into economic opportunity.”[ix] By transitioning to a net zero carbon emissions economy, China can generate employment opportunities while safeguarding its non-renewable resources from depletion. China’s economy is also uniquely structured to seize the technological and reputational benefits of early climate action[x]. The future actions of China may significantly influence the climate policies of both developing and developed nations, potentially establishing China as a preeminent global force in climate change mitigation. Nonetheless, if China fails to fulfil its commitment to attain net zero carbon emissions by 2060, it may suffer substantial reputational damage, particularly given its current status as a pioneer in “advancing low carbon energy supply”[xi].

    Domestic Versus International Efforts in the Clean Energy Race

    However, domestic and international factors could affect China’s goal to peak emissions and the deadlines it has set for itself. A global event that may have affected their efforts to peak carbon emissions was the COVID-19 pandemic, in which the rise in carbon emissions from industries and vehicles was interrupted[xii]. However, after the pandemic, China’s economy saw swift growth, and in 2021, China’s carbon emissions were 4% higher than in the previous year[xiii]. Not only is China back on track to peak carbon emissions by 2030, but the International Energy Agency and World Energy Outlook 2023 also found that “China’s fossil fuel use will peak in 2024 before entering structural decline.”[xiv]

    Although China’s industrial sector is heavily reliant on coal and fossil fuels, it also boasts the world’s largest production of electric vehicles and is a leader in manufacturing solar panels and wind turbines[xv]. In contrast, developed countries, particularly the US, which withdrew from the Paris Agreement in 2017 during the Trump presidency, appear to be making less of an effort towards environmental protection.

    Developing countries, while not entirely possessed of the immense sprawl of China’s economy and population, are nonetheless not at the level of transitioning to clean energy that China is. India, too, has pledged to be carbon neutral by 2070 and to have emissions peak by 2030. Given its increasing economic growth rate, India must decrease its carbon intensity at the same pace. India lags behind China when it comes to manufacturing solar panels and other renewable energy sources. India’s central government is preparing to push energy modernization to “align with global energy transition trends.”[xvi] According to the Economic Times, particular emphasis has been laid on renewable energy sources like solar capacity and e-vehicles in the 2024-25 budget.[xvii]

    China and International Cooperation for Climate Protection

    With China producing sufficient solar capacity in 2022 to lead the rest of the world considerably and the deployment of solar power expected to rise until 2028, it is essential that the West does not make the mistake of isolating China

    Given that China has emerged as the leading manufacturer of electric vehicles (EVs), it remains to be seen whether developed and developing countries will leverage their supply chains to combat their own climate crises. While opportunities are plentiful for Western businesses to integrate with China’s cutting-edge alternatives for traditional energy sources, the United States has adopted a hardline stance towards China[xviii]. The US has imposed 100 per cent tariffs on Chinese-made e-vehicles, and solar cells face tariffs at 50 per cent.[xix] Simultaneously, rivalry and competition between the two countries on the climate front may help combat the climate dilemma and ever-increasing carbon emissions by avoiding the collective action problem. However, this will depend heavily on smooth cooperation and effective communication between Chinese authorities and developed nations within the EU and the USA[xxi]. Empowering domestic groups within countries can raise awareness of climate crises. A poll conducted in China revealed that 46% of the youth considered climate change the “most serious global issue.”[xxii] According to a survey conducted by the United Nations, 80% of people worldwide say they want climate action[vii]. With China producing sufficient solar capacity in 2022 to lead the rest of the world considerably and the deployment of solar power expected to rise until 2028, it is essential that the West does not make the mistake of isolating China[xxiii].

    Conclusion

    China has a significant advantage in its renewable energy sector. Western countries and other developing economies rely heavily on China’s green exports to address climate change urgently. China’s stringent measures to curb emissions from its coal-based industries and the growing output from its alternative energy sources reflect its proactive stance in becoming a global leader in addressing climate change — a position that surpasses other nations’ efforts. While it is debatable whether China’s commitment to reduce its carbon emissions was a political strategy to appease Europe, it is undeniable that tackling climate change is a pressing issue. With the public’s overwhelming support for implementing change in the climate sector, governments worldwide must prioritise their citizens’ needs and cooperate to develop policies that ensure a sustainable future for our planet.

     

    Notes:

    [i] Saurav Anand, “Solar Capacity, EVs, and Nuclear SMRs to Get Budget Boost for Energy Security – ET EnergyWorld,” ETEnergyworld.com, July 11, 2024, https://energy.economictimes.indiatimes.com/news/renewable/solar-capacity-evs-and-nuclear-smrs-to-get-budget-boost-for-energy-security/111648384?action=profile_completion&utm_source=Mailer&utm_medium=newsletter&utm_campaign=etenergy_news_2024-07-11&dt=2024-07-11&em=c2FuYS5zYXByYTIyMUBnbWFpbC5jb20.

    [ii]Saurav Anand, “Solar Capacity, EVs, and Nuclear Smrs to Get Budget Boost for Energy Security – ET EnergyWorld,” ETEnergyworld.com, July 11, 2024, https://energy.economictimes.indiatimes.com/news/renewable/solar-capacity-evs-and-nuclear-smrs-to-get-budget-boost-for-energy-security/111648384?action=profile_completion&utm_source=Mailer&utm_medium=newsletter&utm_campaign=etenergy_news_2024-07-11&dt=2024-07-11&em=c2FuYS5zYXByYTIyMUBnbWFpbC5jb20.

    [iii]Shameem Prashantham and Lola Woetzel, “To Create a Greener Future, the West Can’t Ignore China,” Harvard Business Review, April 10, 2024, https://hbr.org/2024/05/to-create-a-greener-future-the-west-cant-ignore-china.

    [iv]“Fact Sheet: President Biden Takes Action to Protect American Workers and Businesses from China’s Unfair Trade Practices,” The White House, May 14, 2024, https://www.whitehouse.gov/briefing-room/statements-releases/2024/05/14/fact-sheet-president-biden-takes-action-to-protect-american-workers-and-businesses-from-chinas-unfair-trade-practices/?utm_source=dailybrief&utm_medium=email&utm_campaign=DailyBrief2024May14&utm_term=DailyNewsBrief.

    [v]Noah J. Gordon et al., “Why US-China Rivalry Can Actually Help Fight Climate Change,” Internationale Politik Quarterly, March 24, 2023, https://ip-quarterly.com/en/why-us-china-rivalry-can-actually-help-fight-climate-change.

    [vi] Simon Evans Hongqiao Liu, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

    [vii]“Climatechange,” United Nations, accessed July 18, 2024, https://www.un.org/en/climatechange#:~:text=The%20world’s%20largest%20standalone%20public,to%20tackle%20the%20climate%20crisis.

    [viii]Martin Jacques, “China Will Reach Climate Goal While West Falls Short,” Global Times, accessed July 19, 2024, https://www.globaltimes.cn/page/202402/1306788.shtml#:~:text=There%20has%20been%20constant%20low,than%202050%20for%20carbon%20zero.

    [ix] Steven Lee Myers, “China’s Pledge to Be Carbon Neutral by 2060: What It Means,” The New York Times, September 23, 2020

    [x] Simon Evans, Hongqiao Liu et al, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

    [xi] China | nationally determined contribution (NDC), accessed July 17, 2024, https://www.climatewatchdata.org/ndcs/country/CHN?document=revised_first_ndc.

    [xii] Simon Evans, Hongqiao Liu et al, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

    [xiii] Steven Lee Myers, “China’s Pledge to Be Carbon Neutral by 2060: What It Means,” The New York Times, September 23, 2020,https://www.nytimes.com/2020/09/23/world/asia/china-climate-change.html.

    [xiv] Steven Lee Myers, “China’s Pledge to Be Carbon Neutral by 2060: What It Means,” The New York Times, September 23, 2020, https://www.nytimes.com/2020/09/23/world/asia/china-climate-change.html.

    [xv] Simon Evans, Hongqiao Liu et al, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

    [xvi] Matt McGrath, “Climate Change: China Aims for ‘Carbon Neutrality by 2060,’” BBC News, September 22, 2020, https://www.bbc.com/news/science-environment-54256826.

    [xvii] Simon Evans, Hongqiao Liu et al, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

    [xviii] World Bank Group, “China Country Climate and Development Report,” Open Knowledge Repository, October 2022, https://openknowledge.worldbank.org/entities/publication/ef01c04f-4417-51b6-8107-b688061a879e.

    [xix] World Bank Group, “China Country Climate and Development Report,” Open Knowledge Repository, October 2022, https://openknowledge.worldbank.org/entities/publication/ef01c04f-4417-51b6-8107-b688061a879e.

    [xx] World Bank Group, “China Country Climate and Development Report,” Open Knowledge Repository, October 2022, https://openknowledge.worldbank.org/entities/publication/ef01c04f-4417-51b6-8107-b688061a879e.

    [xxi] Steven Lee Myers, “China’s Pledge to Be Carbon Neutral by 2060: What It Means,” The New York Times, September 23, 2020.

    [xxii]  Steven Lee Myers, “China’s Pledge to Be Carbon Neutral by 2060: What It Means,” The New York Times, September 23, 2020.

    [xxiii] Simon Evans, Hongqiao Liu et al, “The Carbon Brief Profile: China,” Carbon Brief, November 30, 2023, https://interactive.carbonbrief.org/the-carbon-brief-profile-china/.

     

    Feature Image: wionews.com  China leads the charge: Beijing develops two-thirds of global wind and solar projects.

     

  • Decoding Quantum Computing: Understanding the Basics

    Decoding Quantum Computing: Understanding the Basics

     

    Quantum computing has the potential to revolutionise the field of computing and has far-reaching implications for the future of technology. It is a complex and rapidly evolving field that requires a deep understanding of quantum mechanics and computer science.

    Quantum Computing and Moore’s Law

    Quantum computing is set to revolutionise the field of computation by leveraging the principles of quantum mechanics. While classical computing, which follows Moore’s Law, is approaching its physical limits, quantum computing offers a way to surpass these boundaries. Moore’s Law states that the number of transistors on a microchip doubles approximately every two years, leading to exponential growth in computing power. However, this trend cannot continue indefinitely due to the physical limitations of classical hardware.

    Nature Simulation with Quantum Processors

    Unlike classical bits, quantum bits (qubits) can exist in multiple states simultaneously, thanks to a property known as superposition. This means that a quantum computer can process a vast number of possibilities all at once. For example, in a maze, a classical computer would explore each path one by one, while a quantum computer could explore all paths simultaneously. This is illustrated in the following diagram:

    Quantum computing exploits entanglement and superposition to perform calculations at unprecedented speeds. This capability makes it particularly suited for simulating natural processes at the atomic and molecular levels, tasks that classical computers struggle with.

    Challenges in Quantum Computing

    Quantum computing, despite its promising potential, encounters notable obstacles primarily stemming from the delicate nature of qubits. Qubits, the fundamental units of quantum information, exhibit high sensitivity to external factors, rendering them susceptible to coherence loss caused by thermal noise. This susceptibility results in increased error rates during computation. Preserving qubit coherence presents a significant challenge, as even minimal disturbances can induce decoherence, disrupting quantum operations.

    In addition to superconducting qubits, other quantum computing methods also face significant challenges. For instance, trapped ion qubits are highly susceptible to environmental noise and require extremely precise laser control to maintain coherence, which is technically demanding and resource-intensive. Topological qubits, while theoretically more robust against local perturbations, are still in nascent stages of experimental realisation, and creating and manipulating these qubits remains a formidable challenge. Photonic qubits rely on maintaining precise control over individual photons, which is difficult due to losses and the need for high-fidelity detectors and sources. Quantum dot qubits face issues with variability in dot size and composition, affecting their uniformity and coherence times. Each of these methods requires sophisticated error correction techniques and significant advancements in material science and engineering to overcome their respective challenges.

    Remarkably, natural quantum processes (Quantum Biology) operate seamlessly at room temperature, a phenomenon that remains elusive in terms of being replicated effectively in artificial quantum systems.

    If these significant technical challenges can be overcome, quantum computing promises unprecedented computational power and transformative applications across various fields.

    Ultimate Applications of Quantum Computing

    Quantum computing holds the promise of facilitating groundbreaking advancements across various disciplines. Research literature underscores its potential in drug discovery, where quantum computers exhibit superior efficacy in modelling intricate molecular structures compared to classical counterparts. Similarly, in financial modelling, quantum algorithms demonstrate the capacity to optimise portfolios with unparalleled precision.

    Military Advancements

    Quantum sensing and communication technologies have the potential to significantly revolutionise military capabilities. Quantum radar systems, for instance, possess the capability to detect stealth aircraft, overcoming the limitations of conventional radar systems. Additionally, secure Quantum communication could provide robust defences against cyber threats, ensuring the integrity and confidentiality of sensitive information.

    Elevating Humanity

    The applications of quantum computing have the potential to propel humanity towards a Type II civilization on the Kardashev Scale, endowed with the capability to harness and manage energy on a planetary scale. By manipulating quantum processes, we stand poised to address pressing global challenges such as climate change and energy scarcity.

    Green Revolution and Sustainability

    Among the most auspicious applications of quantum computing is its potential to revolutionise artificial photosynthesis, thereby paving the way for sustainable energy solutions. Quantum computers are poised to streamline nitrogen capture processes, indispensable for enhancing agricultural productivity and potentially instigating a second green revolution. Such advancements hold the promise of ameliorating food security concerns and accommodating the burgeoning global population, echoing the transformative impact of the initial green revolution.

    How the Race Started

    The Inception and Influence of Peter Shor’s Algorithm

     The quest for quantum supremacy gained significant momentum with the groundbreaking work of Peter Shor, a mathematician and theoretical computer scientist. In 1994, Shor developed an algorithm that fundamentally challenged the security of classical cryptographic systems. Shor’s algorithm, designed to run on a quantum computer, efficiently factors large integers—a task that is exponentially time-consuming for classical computers. This capability poses a direct threat to widely used cryptographic schemes, such as RSA, which rely on the difficulty of factoring large numbers for security.

    Shor’s discovery was a pivotal moment that captured the attention of both the academic community and government agencies, particularly those concerned with national security, such as the National Security Agency (NSA). Recognizing the profound implications for encryption and data security, the NSA and other entities significantly increased their investments in quantum computing research and development.

    This breakthrough ignited international competition, with major world powers like the United States, China, and the European Union vying for dominance in the field. Each nation adopted different technological approaches in their pursuit of quantum supremacy. For example, Google and IBM focus on superconducting qubits, IonQ employs trapped ion technology, and Microsoft explores the potential of topological qubits.

    These diverse methodologies reflect the broad and multifaceted efforts to harness the unprecedented computational power promised by quantum computing.

    Race of the 21st Century

    The quest for quantum supremacy is the new frontier in technological competition, reminiscent of past races like the nuclear arms race (peaking in the 1950s) and the space race1 (culminating in the 1969 moon landing). However, the stakes in the quantum race are arguably higher. Estimates suggest the global quantum computing market could reach $50 billion by 2030. Achieving quantum supremacy, the ability of a quantum computer to outperform a classical computer for a specific task, is not just a scientific milestone but a potential economic and strategic game-changer.

    The country that first achieves and leverages quantum supremacy is poised to become a global leader in innovation, economic growth, and, potentially, military dominance. This potential has spurred fierce international competition, with nations like China, the United States, and the European Union investing heavily in quantum research and development.

    References

    – Kaku, Michio. Quantum Supremacy: The Quest to Build the World’s Most Powerful Computer. New York: Doubleday, 2023

    – (2017) “Feeding the World with Die Rolls: Potential Applications of Quantum Computing,” Dartmouth Undergraduate Journal of Science: Vol. 20: No. 1, Article 9.

    – Shor algorithm

    –  Quantum computational chemistry

    – Quantum computing research trends report

     

  • Why India risks a quantum tech brain drain

    Why India risks a quantum tech brain drain

    Clear career progression would help India’s quantum workforce and avoid a brain drain overseas

    India could lose its best quantum tech talent if the industry doesn’t get its act together.

    Quantum technology has the potential to revolutionise our lives through speeds which once seemed like science fiction.

    India is one of a few nations with national quantum initiatives and it stands on the threshold of potentially enormous technological and social benefits.

    The National Quantum Mission, approved by the national cabinet in April, is a timely government initiative that has the potential to catapult India to a global leader leading in quantum research and technologies if leveraged correctly.

    Its main areas of research are quantum computing, secure quantum communications, quantum sensing and metrology and quantum materials.

    The challenge for India is how it ensures it gets the best out of the mission.

    The benefits of the technology can benefit many aspects of society through processing power, accuracy and speed and can positively impact health, drug research, finance and economics.

    Similarly, quantum security can revolutionise security in strategic communication sectors including defence, banking, health records and personal data.

    Quantum sensors can enable better GPS services through atomic clocks and high-precision imaging while quantum materials research can act as an enabler for more quantum technologies.

    But the Indian quantum ecosystem is still academia-centric.

    India’s Department of Science and Technology had set up a pilot programme on Quantum Enabled Science and Technologies — a precursor to the National Quantum Mission.

    As a result, India has a large number of young and energetic researchers, working at places such as RRI Bangalore, TIFR and IIT Delhi who have put an infrastructure in place for the next generation quantum experiments with capabilities in different quantum technology platforms. These include quantum security through free space, fibres as well-integrated photonics, quantum sensing and metrology.

    The prospects and impact of quantum technologies will be hugely strategic. Predictions suggest quantum computing will have a profound impact on financial services, logistics, transportation, aerospace and automotive, materials science, energy, agriculture, pharmaceuticals and healthcare, and cybersecurity. All of these areas are strategic on macroeconomic and national security scales.

    Even as it has taken significant policy initiative to kickstart research into quantum technologies, India will need to craft a national strategy with a long-term perspective and nurture and develop its research work force.

    Clear career progression would help India’s quantum workforce. The risk of brain drain, where local talent moves overseas for better opportunities, could be a real possibility if different industries which can benefit from the technology fail to recognise its transformative capabilities and how it can help create jobs and opportunities.

    While there are multiple labs working in different quantum sectors, the career path of students and post-doctoral researchers remains unclear as there are not enough positions in the academic sector.

    One problem is industry and academia are competing with each other for quantum research funding which is why equal emphasis on quantum technology development in the industrial sector could help.

    While India does have some quantum start-ups, more lab-to-market innovations which would make the technology practically useful could give the field momentum. Currently, the big industrial firms in India are not yet committed to quantum technology.

    The lack of homegrown technologies like optical, optomechanical and electronic components for precision research is another impediment. Most of these are imported, resulting in financial drain and long delays in research.

    The National Quantum Mission could help fix a number of these problems.

    Hurdles could be turned into opportunities if more start-ups and established industries were to manufacture high-end quantum technology enabling products in India.

    Another major deterrent is the lack of coordination. Multiple efforts to develop and research the technology, across government and start-ups, do not seem to have coherence and still lack maturity. People involved in quantum research are hopeful the mission will help address this.

    Like most other countries, India has witnessed plenty of hype about quantum research. While this may help provide a short-term boost to the field, excessive hype can lead to unrealistic expectations.

    Continuing to build a skilled workforce and a clear career progression plan for those involved in research and development of quantum technologies can help secure India’s future in this space.

    There is a distinction between magic and miracles and while believing in one, one should not start expecting the latter as that can only lead to disappointment in the long run.

     

    This article was originally published under Creative Commons by 360info™.

     

  • On Metaverse & Geospatial Digital Twinning: Techno-Strategic Opportunities for India

    On Metaverse & Geospatial Digital Twinning: Techno-Strategic Opportunities for India

    [powerkit_button size=”lg” style=”info” block=”true” url=”https://admin.thepeninsula.org.in/wp-content/uploads/2022/07/TPF_Working-Paper_MetaGDT-1.pdf” target=”_blank” nofollow=”false”]
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    Abstract:

    With the advent of satellite imagery and smartphone sensors, cartographic expertise has reached everyone’s pocket and we’re witnessing a software-isation of maps that will underlie a symbiotic relationship between our physical spaces and virtual environments. This extended reality comes with enormous economic, military, and technological potential. While there exist a range of technical, social and ethical issues still to be worked out – time and tide wait for no one is a metaphor well applied to the Metaverse and its development. This article briefly introduces the technological landscape, and then moves over to a discussion of Geospatial Digital Twinning and its techno-strategic utility and implications. We suggest that India should, continue on the existing dichotomy of Open Series and Defence Series Maps, initiate Geospatial Digital Twins of specific areas of interest as a pilot for the development, testing, and integration of national metaverse standards and rules. Further, a working group in collaboration with a body like NASSCOM needs to be formed to develop the architecture and norms that facilitate Indian economic and strategic interests through the Metaverse and other extended reality solutions.

    Introduction

    Cartographers argue that maps are value-laden images, which do not just represent a geographical reality but also become an essential tool for political discourse and military planning. Not surprisingly then, early scholars had termed cartography as a science of the princes. In fact, the history of maps is deeply intertwined with the emergence of the Westphalian nation-state itself, with the states being the primary sponsors of any cartographic activity in and around their territories[1].
    Earlier the outcome of such activities even constituted secret knowledge, for example, it was the British Military Intelligence HQ in Shimla which ran and coordinated many of the cartographic activities for the British in the subcontinent[2]. Thus, given our post-independence love for Victorian institutions, until 2021 even Google Maps had remained an illegal service in India[3].

    One of the key stressors which brought this long-awaited change in policy was the increased availability of relatively low-cost but high-resolution satellite imagery in open online markets. But this remote sensing is only one of the developments impacting modern mapmaking. A host of varied but converging technologies particularly Artificial Intelligence, advanced sensors, Virtual and Augmented Reality, and the increasing bandwidth for data transmission – are enabling a new kind of map. This new kind of map will not just be a model of reality, but rather a live and immersive simulation of reality. We can call it a Geospatial Digital Twin (GDT) – and it will be a 4D artefact, i.e. given its predictive component and temporal data assimilation, a user could also explore the hologram/VR through time and evaluate possible what-if scenarios.

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  • The Geopolitical Consolidation of Artificial Intelligence

    The Geopolitical Consolidation of Artificial Intelligence

    Key Points

    • IT hardware and Semiconductor manufacturing has become strategically important and critical geopolitical tools of dominant powers. Ukraine war related sanctions and Wassenaar Arrangement regulations invoked to ban Russia from importing or acquiring electronic components over 25 Mhz.
    • Semi conductors present a key choke point to constrain or catalyse the development of AI-specific computing machinery.
    • Taiwan, USA, South Korea, and Netherlands dominate the global semiconductor manufacturing and supply chain. Taiwan dominates the global market and had 60% of the global share in 2021. Taiwan’s one single company – TSMC (Taiwan Semiconductor Manufacturing Co), the world’s largest foundry, alone accounted for 54% of total global revenue.
    • China controls two-thirds of all silicon production in the world.
    • Monopolisation of semiconductor supply by a singular geopolitical bloc poses critical challenges for the future of Artificial Intelligence (AI), exacerbating the strategic and innovation bottlenecks for developing countries like India.
    • Developing a competitive advantage over existing leaders would require not just technical breakthroughs but also some radical policy choices and long-term persistence.
    • India should double down over research programs on non-silicon based computing with a national urgency instead of pursuing a catch-up strategy.

    Russia was recently restricted, under category 3 to category 9 of the Wassenaar Arrangement, from purchasing any electronic components over 25MHz from Taiwanese companies. That covers pretty much all modern electronics. Yet, the tangibles of these sanctions must not deceive us into overlooking the wider impact that hardware access and its control have on AI policies and software-based workflows the world over. As Artificial Intelligence technologies reach a more advanced stage, the capacity to fabricate high-performance computing resources i.e. semiconductor production becomes key strategic leverage in international affairs.

    Semiconductors present a key chokepoint to constrain or catalyse the development of AI-specific computing machinery. In fact, most of the supply of semiconductors relies on a single country – Taiwan. The Taiwan Semiconductor Manufacturing Corporation (TSMC) manufactures Google’s Tensor Processing Unit (TPU), Cerebras’s Wafer Scale Engine (WSE), as well as Nvidia’s A100 processor. The following table provides a more detailed1 assessment:

    Hardware Type

    AI Accelerator/Product Name

    Manufacturing Country

    Application-Specific Integrated Circuits (ASICs)

    Huawei Ascend 910

    Taiwan

    Cerebras WSE

    Taiwan

    Google TPUs

    Taiwan

    Intel Habana

    Taiwan

    Tesla FSD

    USA

    Qualcomm Cloud AI 100

    Taiwan

    IBM TrueNorth

    South Korea

    AWS Inferentia

    Taiwan

    AWS Trainium

    Taiwan

    Apple A14 Bionic

    Taiwan

    Graphic Processing Units (GPUs)

    AMD Radeon

    Taiwan

    Nvidia A100

    Taiwan

    Field-Programmable Gate Arrays (FPGAs)

    Intel Agilex

    USA

    Xilinx Virtex

    Taiwan

    Xilinx Alveo

    Taiwan

    AWS EC2 FI

    Taiwan

    As can be seen above, the cake of computing hardware is largely divided in such a way that the largest pie holders also happen to form a singular geopolitical bloc vis-a-vis China. This further shapes the evolution of territorial contests in the South China Sea. This monopolisation of semiconductor supply by a singular geopolitical bloc poses critical challenges for the future of Artificial Intelligence, especially exacerbating the strategic and innovation bottlenecks for developing countries like India. Since the invention of the transistor in 1947, and her independence, India has found herself in an unenviable position where there stands zero commercial semiconductor manufacturing capacity after all these years while her office-bearers continually promise of leading in the fourth industrial revolution.

    Bottlenecking Global AI Research

    There are two aspects of developing these AI accelerators – designing the specifications and their fabrication. AI research firms first design chips which optimise hardware performance to execute specific machine learning calculations. Then, semiconductor firms, operating in a range of specialities and specific aspects of fabrication, make those chips and increase the performance of computing hardware by adding more and more transistors to pieces of silicon. This combination of specific design choices and advanced hardware fabrication capability forms the bedrock that will decide the future of AI, not the amount of data a population is generating and localising.

    However, owing to the very high fixed costs of semiconductor manufacturing, AI research has to be focused on data and algorithms. Therefore, innovations in AI’s algorithmic efficiency and model scaling have to compensate for a lack of equivalent situations in the AI’s hardware. The aggressive consolidation and costs of hardware fabrication mean that firms in AI research are forced to outsource their hardware fabrication requirements. In fact, as per DARPA2, because of the high costs of getting their designs fabricated, AI hardware startups do not even receive much private capital and merely 3% of all venture funding between 2017-21 in AI/ML has gone to startups working on AI hardware.

    But TSMC’s resources are limited and not everyone can afford them. To get TSMC’s services, companies globally have to compete with the likes of Google and Nvidia, therefore prices go further high because of the demand side competition. Consequently, only the best and the biggest work with TSMC, and the rest have to settle for its competitors. This has allowed this single company to turn into a gatekeeper in AI hardware R&D. And as the recent sanctions over Russia demonstrate, it is now effectively playing the pawn which has turned the wazir in a tense geopolitical endgame.

    Taiwan’s AI policy also reflects this dominance in ICT and semiconductors – aiming to develop “world-leading AI-on-Device solutions that create a niche market and… (make Taiwan) an important partner in the value chain of global intelligent systems”.3 The foundation of strong control over the supply of AI hardware and also being #1 in the Global Open Data Index, not just gives Taiwan negotiating leverage in geopolitical competition, but also allows it to focus on hardware and software collaboration based on seminal AI policy unlike most countries where the AI policy and discourse revolve around managing the adoption and effects of AI, and not around shaping the trajectory of its engineering and conceptual development like the countries with hardware advantage.

    Now to be fair, R&D is a time-consuming, long-term activity which has a high chance of failure. Thus, research focus naturally shifts towards low-hanging fruits, projects that can be achieved in the short-term before the commissioning bureaucrats are rotated. That’s why we cannot have a nationalised AGI research group, as nobody will be interested in a 15-20 year-long enterprise when you have promotions and election cycles to worry about. This applies to all high-end bleeding-edge technology research funding everywhere – so, quantum communications will be prioritised over quantum computing, building larger and larger datasets over more intelligent algorithms, and silicon-based electronics over researching newer computing substrates and storage – because those things are more friendly to short-term outcome pressures and bureaucracies aren’t exactly known to be a risk-taking institution.

    Options for India

    While China controls 2/3 of all the silicon production in the world and wants to control the whole of Taiwan too (and TSMC along with its 54% share in logic foundries), the wider semiconductor supply chain is a little spreadout too for any one actor’s comfort. The leaders mostly control a specialised niche of the supply chain, for example, the US maintains a total monopoly on Electronic Design Automation (EDA) software solutions, the Netherlands has monopolised Extreme UltraViolet and Argon Flouride scanners, and Japan has been dishing out 300 mm wafers used to manufacture more than 99 percent of the chips today.4 The end-to-end delivery of one chip could have it crossing international borders over 70 times.5 Since this is a matured ecosystem, developing a competitive advantage over existing leaders would require not just proprietary technical breakthroughs but also some radical policy choices and long term persistence.

    It is also needless to say that the leaders are also able to attract and retain the highest quality talent from across the world. On the other hand, we have a situation where regional politicians continue cribbing about incoming talent even from other Indian states. This is therefore the first task for India, to become a technology powerhouse, she has to, at a bare minimum, be able to retain all her top talent and attract more. Perhaps, for companies in certain sectors or of certain size, India must make it mandatory to spend at least X per cent of revenue on R&D and offer incentives to increase this share – it’ll revamp things from recruitment and retention to business processes and industry-academia collaboration – and in the long-run prove to be a lot more socioeconomically useful instrument than the CSR regulation.

    It should also not escape anyone that the human civilisation, with all its genius and promises of man-machine symbiosis, has managed to put all its eggs in a single basket that is also under the constant threat of Chinese invasion. It is thus in the interest of the entire computing industry to build geographical resiliency, diversity and redundancy in the present-day semiconductor manufacturing capacity. We don’t yet have the navy we need, but perhaps in a diplomatic-naval recognition of Taiwan’s independence from China, the Quad could manage to persuade arrangements for an uninterrupted semiconductor supply in case of an invasion.

    Since R&D in AI hardware is essential for future breakthroughs in machine intelligence – but its production happens to be extremely concentrated, mostly by just one small island country, it behoves countries like India to look for ways to undercut the existing paradigm of developing computing hardware (i.e. pivot R&D towards DNA Computing etc) instead of only trying to pursue a catch-up strategy. The current developments are unlikely to solve India’s blues in integrated circuits anytime soon. India could parallelly, and I’d emphatically recommend that she should, take a step back from all the madness and double down on research programs on non-silicon-based computing with a national urgency. A hybrid approach toward computing machinery could also resolve some of the bottlenecks that AI research is facing due to dependencies and limitations of present-day hardware.

    As our neighbouring adversary Mr Xi says, core technologies cannot be acquired by asking, buying, or begging. In the same spirit, even if it might ruffle some feathers, a very discerning reexamination of the present intellectual property regime could also be very useful for the development of such foundational technologies and related infrastructure in India as well as for carving out an Indian niche for future technology leadership.

    References:

    1. The Other AI Hardware Problem: What TSMC means for AI Compute. Available at https://semiliterate.substack.com/p/the-other-ai-hardware-problem

    2. Leef, S. (2019). Automatic Implementation of Secure Silicon. In ACM Great Lakes Symposium on VLSI (Vol. 3)

    3. AI Taiwan. Available at https://ai.taiwan.gov.tw/

    4. Khan et al. (2021). The Semiconductor Supply Chain: Assessing National Competitiveness. Center for Security and Emerging Technology.
    5. Alam et al. (2020). Globality and Complexity of the Semiconductor Ecosystem. Accenture.