- Gautam Adani stated no nation is self-reliant if dependent on energy
- Energy and digital security are twin foundations of national power
- Control over energy drives industrial future; control over compute drives intelligence
"No nation is self-reliant if they're dependent on energy," says Gautam Adani, Chairperson of the Adani Group, as he addresses the CII Business Summit on Monday. He emphasised on the importance of supply chains, saying that they are being reorganised around national interests, and that they should remain open.
Adani noted that the Middle East conflict and the targeted infrastructure attacks show energy security, digital security are twins foundation of national power, adding that, "a country that controls its energy will drive its industrial future, and a country that controls its compute will drive intelligence future."
"US and China have understood the importance of independence in energy and intelligence," he says. " Their systems may be different, their politics may be different, their institutions may be different, but their strategic objectives are the same." He pointed out China has further understood that AI leadership and sovereignity cannot depend on foreign chips, and that they are now focusing on being self-sustained.
Adani continues to give an example of US' energy independence, saying, "Fracking and horizontal drilling transformed America from an import-dependent nation to an energy exporter. Today, the United States produces about 14 million barrels of crude oil per day—more than any other nation in the world. Its natural gas already generates over 40% of American electricity. "
However, he importantly notes a key distinction between India and US, China: "India's path will not be America's path. It will not be China's path. But India has something uniquely powerful, because we are not building for abstract futures. We are building for a living, rising, demanding India, for households moving up, cities expanding outward, factories coming alive, vehicles turning electric, and millions of small businesses waiting to scale. India's advantage is simple: everything we build will already have demand waiting for it."
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