In this episode of Interpreting India, Adarsh Ranjan is joined by Zoe Jay Hawkins, co-founder and deputy executive director of the Tech Policy Design Institute. They explore the evolving idea of AI sovereignty, the geopolitics of compute, and how countries are navigating access to the foundational infrastructure that powers artificial intelligence. Drawing from her research at the Oxford Internet Institute, Zoe unpacks the political geography of AI compute, the rising concentration of AI chips and data centers, and what this means for both developed and developing economies.
In this episode of Interpreting India, Adarsh Ranjan is joined by Zoe Jay Hawkins, co-founder and deputy executive director of the Tech Policy Design Institute. They explore the evolving idea of AI sovereignty, the geopolitics of compute, and how countries are navigating access to the foundational infrastructure that powers artificial intelligence. Drawing from her research at the Oxford Internet Institute, Zoe unpacks the political geography of AI compute, the rising concentration of AI chips and data centers, and what this means for both developed and developing economies.
What does “AI sovereignty” really mean, and how can countries conceptualize it across different levels? Why is access to compute becoming a critical geopolitical issue, and how concentrated is the global compute landscape today? How should countries, especially in the Global South, approach compute scarcity, supply chain risks, and long-term AI strategy?
As AI systems grow more powerful, the computational infrastructure behind them has become a strategic resource, one that is unevenly distributed across the world. This episode takes a deep look at the three layers of compute sovereignty: where data centers are located, who owns them, and who manufactures the chips that power them. Zoe explains how access to compute has quickly shifted from a technical issue to a core question of economic resilience and sovereignty.
The conversation unpacks new research showing how few countries actually host advanced AI-relevant data centers, and how global dependencies on companies like Nvidia shape strategic decisions. Adarsh and Zoe discuss the implications for countries that are “compute deserts,” the growing push toward sovereign capabilities, and why a binary view of sovereignty is misleading. They also explore how countries are attempting to secure compute, through public investment, regional collaborations, and new transnational initiatives.
Finally, the episode examines the emerging tension between the pursuit of compute sovereignty and the environmental and socioeconomic costs of data centers. As global investments flow into AI infrastructure, Zoe argues for a more grounded, people-centric approach to AI strategy, one that balances access, sustainability, and long-term national priorities amid evolving questions about the future of the AI industry.
Carnegie India does not take institutional positions on public policy issues; the views represented herein are those of the author(s) and do not necessarily reflect the views of Carnegie, its staff, or its trustees.
In this episode of Interpreting India, Tejas Bharadwaj, senior research analyst at Carnegie India, speaks with Vipin Narang, Frank Stanton Professor of Nuclear Security and Political Science and director of the Center for Nuclear Security Policy at MIT, on the security implications of placing a nuclear weapon in orbit, why verification is so hard, and what space security means for India and the U.S.
Tejas Bharadwaj, Vipin Narang
In this episode of Interpreting India, Dinakar Peri speaks with Vince Cable, former member of Parliament and leader of the Liberal Democrats, and author of Eclipsing the West: China, India and the Forging of a New World, on where the global order is headed, what India’s rise means for the rest of the world, and what trusted partnerships look like in an era of technological competition.
Dinakar Peri, Vince Cable
In this episode of Interpreting India, Charukeshi Bhatt speaks with Jane Munga, fellow with the Africa Program at the Carnegie Endowment for International Peace, on the subsea cable landscape in Africa. With the continent now home to around 77 submarine cables and one of the fastest growing AI infrastructure markets in the world, the conversation moves beyond the headline investment numbers to ask harder questions: who benefits, who governs, and what does resilience actually look like when the cables go down?
Charukeshi Bhatt, Jane Munga
In this episode of Interpreting India, Shruti Mittal, research analyst at Carnegie India, speaks with Professor Mohan Yellishetty of Monash University on the India-Australia critical minerals partnership, what it has delivered so far, and where the two countries can build the most meaningful cooperation over the next decade.
Shruti Mittal, Mohan Yellishetty
In this episode of Interpreting India, Konark Bhandari, speaks with Edward Fishman, author of Chokepoints: American Power in the Age of Economic Warfare, on economic statecraft, how the U.S. built its playbook for economic warfare over time, and what the lessons are for India as it looks to build its own economic resilience.
Konark Bhandari, Edward Fishman
