Research
Sovereign AI, semiconductors, maritime evidence, and industrial finance
Four questions about who controls a technology, whether a sector can deliver, when evidence is strong enough to act, and what investment leaves behind.
GlobalArtificial intelligence
What would meaningful control of an AI stack require?
Sovereignty claims look different when compute, models, data, deployment, energy, and skills are examined separately.
Technology & AI StrategyIndiaSemiconductors
How should India measure effective control in semiconductors?
Announcements, installed capacity, qualified output, customers, operating skill, and the ability to replace inputs are not the same achievement.
Industrial & Ecosystem StrategyIndo-PacificMaritime systems
When is maritime open data strong enough to support a decision?
A maritime risk conclusion is only as current and complete as the observations on which it rests.
Strategic DiligenceGlobalCapital and industry
Does capital allocation create higher-control industrial capability?
Spending creates strategic value only when it leaves behind production, learning, customers, skills, or greater control.
Institutional StrategyThese notes grow out of Dipankar Sarkar's research. They describe questions and methods, not unnamed clients or completed government work.
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