The Peninsula Foundation

Tag: India

  • Agnipath Might have Adverse Consequences

    Agnipath Might have Adverse Consequences

    It takes a soldier a long time to emotionally and physically get moulded into his unit groove, become infused with his unit’s ethos and, thus, be prepared to lay down his life for the unit’s honour

    The government this week announced a recruitment model, Agnipath, for the short-term induction of personnel into the armed forces. As a veteran, who has worn the nation’s uniform with pride for 41 years, I wish the new scheme all success. But due to my loyalty to my motherland, shared by all veterans, I also have some misgivings about the new recruitment programme.

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  • India is not the Fastest Growing Big Economy

    India is not the Fastest Growing Big Economy

    A closer look at recent data on GDP shows that the numbers are flawed and recovery is incomplete

    The Provisional Estimates of Annual National Income in 2021-22 just released show that GDP grew 8.7% in real terms and 19.5% in nominal terms (including inflation). It makes India the fastest-growing major economy in the world. Further, the real economy is 1.51% larger than it was in 2019-20, just before the…

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  • The Inefficiencies of India’s Justice System

    The Inefficiencies of India’s Justice System

    The present system of justice delivery is inefficient precisely because it is meant to be manipulated by our rulers to achieve their goals.

    Aryan Khan’s case reflects what is wrong in India’s system of justice. He was caught for allegedly being part of a nexus with international or national drug dealers. Much hype followed since he is the son of a mega movie star. Media, political parties and the general public presented, commented and followed the case.

    As suddenly as the case erupted, it has been closed with the argument that no narcotic drugs were found. It is common knowledge that drugs flow in parties like the one that was planned on the ship. But, here a particular group of youngsters were targeted and it was not a general raid. What was the plan?

    Message and Extortion

    A Minister in the Maharashtra government accused the agency of using such cases for extortion. He was later arrested for having dealings with the family of a notorious don. If the allegations against him are true, he would know about use of drugs and the ways of functioning of the agency involved. So, his allegations about extortion are likely to be correct. The question then is, who was the real target and has a deal been struck?

    The public will never get to know the truth but, what an inefficient way of doing things. It cannot be that some officer initiated the case on his own for extortion and harassment of a high profile person. Could the extortion not have been done quietly without media hype and public exposure? Mafia is known to extort without advertising their action. For the powers that be, it was also necessary to send a message to their detractors. The case is symptomatic of what the system is capable of.

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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.

  • India is a Nation of Meat-Eaters — They are Mostly Men

    India is a Nation of Meat-Eaters — They are Mostly Men

    Besides smashing the ‘vegetarian India’ myth, NFHS data also reveals how entrenched patriarchy dictates who is allowed to eat what.

    Whatever may be the rhetoric or the narrative, even if the latter is a preponderantly dominant one, truth finds its own place to emerge. For years, many sections of Indian society, principally the right-wing segment, have peddled the story that India is primarily a vegetarian nation. Proclamations of this sort have been made time and again, although archaeological and anthropological data do not give any credence to such claims and assertions. The Vedas too do not support this narrative. In fact, it is unequivocally held that it was unviable to depend only on vegetarian food anywhere in the world even during the Vedic times.

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  • Will Government Steps Tame Runaway Inflation?

    Will Government Steps Tame Runaway Inflation?

    “The steps announced by the government are only a first step. Prices of essentials have to be brought down (not just rate of inflation) and wages indexed to inflation”

    WPI rising at 15.08% in April 2022 has set alarm bells ringing in the government. Not only has the WPI been rising at above 10% per annum for over 13 months, but it has also been rising faster since February 2022. In other words, it has accelerated. Of course, the war in Ukraine has impacted it but it had been rising rapidly prior to that. In November 2021 it had risen by 14.87%. It moderated a little till January 2022 and then again rose.

    In November 2021 the government had cut taxes on petro goods to bring down their prices. Now the government has again cut these taxes in the hope of moderating inflation. By restricting the exports of wheat and sugar it seeks to lower their prices. Additionally, it has acted to lower the prices of basics like steel, cement and plastics. These steps should help moderate inflation. The issue is how much and whether it will benefit the citizens, especially the marginalized ones?

    Acceleration and Generalization to all Commodities.

    When indirect taxes are levied on basic items of production, they feed into the price of all other products. For instance, if the price of energy rises, since it is used in all production, the price of all products rises – there is a generalized price rise. If the tax on diesel is raised, transport costs, cost of running pumps in the fields and electricity generated using diesel rise. Similar is the case with coal, cement, steel and plastics. So, one way of lowering the rate of inflation is to reduce taxes on these basics.

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  • “Aapada mein Avasar”: Examining India’s Engagement with the International Community Amidst the Pandemic

    “Aapada mein Avasar”: Examining India’s Engagement with the International Community Amidst the Pandemic

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    Abstract

    Health security has often been considered an issue of “low politics”. However, in the past two years, the global economy has suffered the most since the Great Depression and global supply chains have been hampered. The developed countries were caught off-guard at par with the rest of the world with global resource inequities at display. As the developed world resorted to “medicine nationalism” and “vaccine nationalism,” their credibility as “global leaders” was sharply questioned. Amidst this, the allegations of the pandemic’s origins generated reactions from an emergent China which stopped concealing its geopolitical ambitions and adopted an unapologetically aggressive posture. Moreover, the credibility of a prominent international organization, the World Health Organization, in terms of its inability in notifying and managing the pandemic was heavily criticised. Each of these occurrences having emerged from a global health crisis has unexpectedly altered the prioritization of matters in the international order, and thereby international diplomacy.

    With the developing and least developed countries deprived of critical medical supplies due to hoarding by developed countries – India’s active engagement in medical diplomacy in the initial phase garnered international appreciation. While it cannot be looked at in a transactional sense, it visibly helped India push for its geopolitical interests in the middle of a global crisis – finding the adequate avasar (possibilities) in the ongoing aapada (crisis). Although flaws on the domestic front existed during the first wave, their impact on India’s medical diplomacy was limited. However, a domestic crisis during the second wave turned out to be an eye-opener and prominently impacted foreign policy initiatives. Considering the lessons so learnt and applied in managing the third wave, this paper examines the tremendous domestic potential of India, while also looking at its historical legacy. In doing so, it emphasises the relevance of domestic affairs as a determinant of successful medical diplomacy outreach – thereby impacting the larger foreign policy objectives.

    Introduction

    While health security has often been relegated as a low-priority issue in the geopolitical landscape, the last two years have unprecedentedly changed everything. A majority of developed nations have appeared helpless in managing the human catastrophe thereby resorting to vaccine and medicine protectionism. To put this on record, over six million people worldwide have lost their lives (COVID Live – Coronavirus Statistics, 2022) during these two years – with the maximum number of lives lost in the United States of America. The global economy has suffered the most since the Great Depression as a fallout of extended total lockdowns that hampered global supply chains. Moreover, an unexpected, unrealised over-dependency of global supply chains on a single country’s economy – China – caught the international community unprepared. Gradually, newer possibilities and threats have emerged through a changing character of the global economy, society, as well as politics and warfare – each of these shifting to the virtual domain.

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    Feature Image Credits: ABC

  • How Do We Make the Wheels of the Police and Criminal Justice System Run Faster?

    How Do We Make the Wheels of the Police and Criminal Justice System Run Faster?

    The system of law enforcement in India encourages illegality and checks it only when it is in the interest of the rulers.

    The end of April 2022 saw three significant news items about justice delivery in the nation.

    Attorney General K.K. Venugopal said that 4.8 crore cases are in the courts and it had become a hopeless situation since “… litigants’ fundamental right to speedy justice lay in tatters …”.

    The Chief Justice of India, at the conference of chief ministers and Chief Justices, said that courts are burdened since the executive and the legislature are not doing their job.

    Finally, Barpeta District Court Judge while granting bail to Gujarat MLA Jignesh Mevani castigated police functioning. He appealed to the high court to “prevent registration of false FIRs like the present one… Otherwise, our state will become a police state.” He suggested that policemen be required to wear body cameras and CCTV cameras installed in police vehicles to prevent fake encounters and registration of false cases.

    These three news items are interlinked. A large number of cases in the courts are a result of the lack of proper functioning of the executive, poorly drafted laws, and worse, their misuse. The Mevani case points to the registration of a false case. Anticipating that he may get bail, a false case was lodged in advance to arrest him as soon as he got bail.

    Clearly, politics was at play which ended up wasting the time of the judiciary and the executive. The case was perhaps meant to send a signal to other opponents of the ruling dispensation, and as the judge noted, it weakens the “hard earned democracy”.

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  • IAF’s Force Structure: Strategy for Overcoming the Crisis

    IAF’s Force Structure: Strategy for Overcoming the Crisis

    Aligned with its national security interests, India’s strong geostrategic role-play, amidst the changing world order as a rising military power, aerospace power in particular must be rooted in the Indian industry.

    The ongoing conflict in Ukraine has many cautions for India. War at anytime and anywhere is a human catastrophe and therefore, all efforts to prevent or stop war should not be spared. While the American-led side wants India to take a stand in favour of their position, the Russian side is appreciative of India’s neutral stand. Recent visits by leaders from the USA, UK, EU, and Japan have emphasised the need for India to condemn Russia’s actions in Ukraine.

    What is of concern, however, is the fact that the USA and others stressing their view that India’s excessive dependence on Russia for its military equipment is the reason for its refusal to support their sanctions on Russia. Various officials from the US State Department and the DOD have openly advocated their objective of weaning India’s defence imports from Russia. There lies the real issue.

    India’s defence market is too huge and attractive for Western defence industries, and hence, it is the focus of strategic dialogues of many of these countries with India.

    India’s defence market is too huge and attractive for Western defence industries, and hence, it is the focus of strategic dialogues of many of these countries with India. India has diversified its military procurements in the last three decades to ensure it does not become vulnerable to a single source supply. As a result, India’s defence supplies from Russia, which was as high as 70-75% in the early 2000s came down to a current level of 50-55%. The US has been the biggest gainer in this diversification, garnering nearly $ 22 billion in sales to India in the last 15 years to emerge as its number 1 supplier. The Ukraine conflict and the resultant sanctions are being used by the USA to pressurise India to reduce its imports from Russia. The real objective is to ensure the US and its European allies replace Russia as India’s major if not exclusive supplier of defence equipment. The threat of CAATSA on India’s S-400 air defence missile deal with Russia is a prime example. The crux of the India-USA strategic partnership is really about capturing India’s defence market for the Military-Industrial Complex of the USA.

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  • Physical Literacy | It’s Time We Stopped Seeing Sports and Education as Strange Bedfellows

    Physical Literacy | It’s Time We Stopped Seeing Sports and Education as Strange Bedfellows

    No concerted effort has been made at any level to treat sports and education as essentially concurrent activities that have to be given equal importance in a significant way

    The Supreme Court bench comprising Justices L Nageswara Rao and BR Gavai gave directions to the Union and state governments on April 25 seeking their views (but refrained from passing a judgment) as regards a suggestion that sports be recognised as a fundamental right, and the various educational entities/institutions (including CBSE, ICSE, and the various state boards) in India be directed that at least 90 minutes daily be devoted to “free play and games” (physical literacy) during school hours.

    This direction came about as a result of a report submitted by senior advocate Gopal Sankarnarayanan in a Public Interest Litigation (PIL). The PIL was filed by Kanishka Pandey, a sports researcher, in the wake of which the court had appointed Sankarnarayanan as an amicus curiae in August 2018.

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