Amit's Blog

  AlphaFold: The Protein Revolution Reshaping Science, Society, and India’s Future Part 1   AlphaFold, developed by DeepMind, has revolutionized science by solving the decades-old protein folding problem, predicting 3D protein structures with unprecedented accuracy in hours, not years. This AI breakthrough accelerates drug discovery, enhances global health, and drives innovation in agriculture, sustainability, and synthetic biology. By providing over 200 million freely accessible protein structures, AlphaFold democratizes research, empowering countries like India, a global pharma leader, to tackle local diseases, boost its $50 billion industry, and leverage biodiversity for economic gains. While developed nations like the US and UK capitalize on advanced infrastructure, India’s vast talent pool and AI investments position it for transformative growth, despite challenges like funding gaps. AlphaFold’s broader impacts include reshaping education, addressing climate chall...

How Conflating Finance and Economics Distorts Society and Threatens Stability Finance and economics, though intertwined, are distinct disciplines whose conflation creates a perilous misunderstanding with sweeping consequences. Economics explores how societies allocate scarce resources, analyzing systemic behaviors like supply and demand or GDP growth. Finance, however, focuses on managing money, investments, and risks, prioritizing practical tools like portfolio optimization. Their overlap in concepts, tools, and markets, amplified by media, academia, and powerful interests, fuels the perception that financial market success equals economic health. This misstep distorts policy, prioritizing Wall Street over Main Street, misleads the public, exacerbates inequality, heightens systemic risks, and sidelines issues like climate change and labor rights. Driven by financial institutions, media sensationalism, and political expediency, this conflation benefits elites while undermining societ...

Executive Summary India’s data center market has surged from ~100 MW in 2010 to ~950 MW by 2024, driven by digitalization, cloud adoption, and policies like Digital India and RBI’s 2018 data localization mandate. Valued at USD 5.9 billion in 2023, the market is projected to reach USD 21.87 billion by 2032, with a CAGR of 13.37%.  Mumbai and Chennai dominate with ~70% of capacity, while tier II/III cities like Ahmedabad and Lucknow are emerging. Key players, including CtrlS, Yotta, Nxtra, AWS, AdaniConneX, Microsoft, Google, Sify, Equinix, and NTT, drive competition, with hyperscale facilities leading growth.  Power demand, currently ~1% of national consumption, could rise to 5–7% by 2030, necessitating renewable energy adoption. Opportunities include AI-driven demand, edge computing, and India’s low global capacity share (3% vs. 20% data production). Challenges like cybersecurity, talent shortages, regulatory complexity, and infrastructure gaps persist.  Government incent...