By Piyush Verma
The grid is more than a machine for moving electrons. It is a shared system of costs, responsibilities and reliability. As AI campuses bring their own power, the question is not whether they are on or off the grid, but what they owe it when they still depend on it.
Background Paper No. 40
By Udaibir Das and Pietro Zecca
Edited Volume
By Soumya Awasthi, Ishita Deshmukh, Sameer Patil, Kavya Wadhwa, Purushraj Patnaik, Pranoy Jainendran, Sameer Patil, Rahul Rawat, Debjyoti Chakravorty, Basu Chandola, and Tanusha Tyagi
Editor: Dhruva Jaishankar
By Udaibir Das
Policy-makers cannot prevent every shock, but they can influence how prepared the economy is to deal with them, by reducing exposures, protecting essential functions and preserving policy room. Asia built its first generation of financial defenses after a crisis. It should build the second before the next.
By Piyush Verma
The grid is more than a machine for moving electrons. It is a shared system of costs, responsibilities and reliability. As AI campuses bring their own power, the question is not whether they are on or off the grid, but what they owe it when they still depend on it.
Edited Volume
By Soumya Awasthi, Ishita Deshmukh, Sameer Patil, Kavya Wadhwa, Purushraj Patnaik, Pranoy Jainendran, Sameer Patil, Rahul Rawat, Debjyoti Chakravorty, Basu Chandola, and Tanusha Tyagi
Editor: Dhruva Jaishankar
By Udaibir Das
Policy-makers cannot prevent every shock, but they can influence how prepared the economy is to deal with them, by reducing exposures, protecting essential functions and preserving policy room. Asia built its first generation of financial defenses after a crisis. It should build the second before the next.
By Udaibir Das
The new financial order may be more fluid, but it will place heavier demands on its foundations. Innovation will not make sovereignty obsolete. It will raise the value of credible sovereignty, and the cost of trying to preserve it without credible institutions.
By Andreas Kuehn
The contest for AI supremacy is no longer about who has the best models, but about who can fund, power, and scale the infrastructure behind them.
By Udaibir Das
Can capital take on purpose without money losing the fungibility on which markets depend? The question must be asked while the machinery is still being chosen.
By Dhruva Jaishankar
The India-New Zealand partnership has benefited in recent years from top-down political attention, a strong people-to-people foundation, and external impulses compelling both New Delhi and Wellington to diversify their partnerships. The next few years represent an opportunity to build upon the foundations of an FTA and Strategic Partnership and construct a relationship that is more than two-dimensional.
By Vasabjit Banerjee
The Mecca Joint Defense Agreement faces all the classic challenges of an alliance with none of the unifying elements.
By Piyush Verma and Andrei Covatariu
The COP31 presidency has proposed raising electricity’s share of global final energy demand, yet AI is largely missing from climate and energy planning. At COP31 in Antalya this November, that needs to change.
By Udaibir Das
Technology changes the form of money. The institution behind the promise still sets its quality.
By Dhruva Jaishankar
As official EU-India relations have surged ahead over the past year, the non-governmental sector will quickly need to catch up.
By Piyush Verma
This diplomatic moment offers an opportunity built on the India-Indonesia relationship: closer cooperation with the India-Brazil-South Africa Dialogue Forum, or IBSA.
Edited Volume
By Andreas Kuehn, Cauvery Ganapathy, Piyush Verma, Parul Bakshi, Lydia Powell, Gopalika Arora, Siddharth Yadav, Amoha Basrur, Pranoy Jainendran, Prateek Tripathi, and Sauradeep Bag
Editors: Sharon Stirling and Eszter Karacsony
By Benjamin Tkach and Vasabjit Banerjee
We evaluate cooperative steps that both India and Taiwan have taken in the defense arena, demonstrating how mutual antagonist China, economic ties, and budding security coordination are creating an entente.
By Dhruva Jaishankar
The new joint defense declaration between India and Australia articulated a more ambitious objective of defense industrial cooperation, including to “develop arrangements for advanced defense science and technology collaboration.” This may appear challenging, but India has made remarkable developments in its defense industrial capabilities over the past five years. These offer little-appreciated opportunities for many of its partners, including Australia.
By Dhruva Jaishankar
A world in which freedom of navigation or energy supplies can be imperiled by the actions of others will require more international partnerships. A consolidation of relations between the governments of India and New Zealand makes eminent sense in this context. While an FTA is a welcome development, it remains just one step toward what can be a much more broad-based and mutually-beneficial partnership.
By Piyush Verma and Andrei Covatariu
Much of the conversation in Geneva rightly focused on managing AI's growing energy demand. That work is essential, but it is only half the story. The larger opportunity lies in how AI can reduce energy use across industry, buildings, transport and power systems, while enabling greater integration of renewable energy.
By Vasabjit Banerjee
China evidently recognises the Calcutta Port System as an economic force multiplier for India’s economic power in the region. The Indian government has recently advanced several solutions, from modernisation to expansion of the port system. Yet, more needs to be done by the Indian government and private investors to strengthen the port system to ward off Chinese influence.
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