A Primus Partners report titled 'India needs a Sovereign AI Revolution' argues that the US export-control directive suspending access to Anthropic's Fable 5 and Mythos 5 shows the risk of depending on foreign AI. Access to frontier technology can be revoked overnight, and this could split the world into technology "haves" and "have-nots". Primus Partners recommends that India raise its R&D spend (0.84% of GDP, against a global average of 1.92%) by using tax incentives and redirecting part of its CSR funds.
It also recommends upgrading the IndiaAI Mission with a technocrat lead and a US$3–4 billion budget, and backing indigenous and post-Transformer models. Other recommendations are building model-agnostic products, keeping critical applications off foreign-owned models, and bringing Indian AI talent back from the West. The report cites ISRO's response to sanctions as proof that India builds capability when access is denied.
