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The global technological landscape has just shifted. On Friday, February 20, 2026, at the AI Impact Summit in New Delhi, India officially entered the future by joining the US-led Pax Silica initiative. This isn’t just another diplomatic handshake; it’s a significant strategic shift. By signing this declaration, India has established itself as a cornerstone of the twenty-first century economy, securing a seat at the table where the rules of AI and critical minerals are written.
If the twentieth century was defined by the flow of oil, the twenty-first century is defined by the flow of data and the minerals that fuel it. Pax Silica, a term that combines the word “peace” with the fundamental element of semiconductors, symbolises a new era of economic security. For India, this move is about more than just cooperation; it is about securing the “commanding heights” of the global economy with trusted partners.
Table of Contents
Securing the Silicon Stack
The Pax Silica initiative aims to create a resilient, end-to-end supply chain. This includes everything from deep-earth mining for rare minerals to the complex fabrication of 2-nanometer chips. By joining this elite group, which includes Japan, South Korea, and the United Kingdom, India is actively working to decouple its critical infrastructure from “coercive dependencies.”
Ashwini Vaishnaw, India’s IT Minister, emphasised that this agreement will significantly boost the country’s domestic semiconductor landscape. With multiple fabrication facilities already under construction, India is more than just a technology consumer. It is rapidly becoming a global provider of the “trusted hardware” that the world urgently requires.
The Critical Minerals Mission
One of the most important pillars of this alliance is its emphasis on critical minerals. Currently, a single geographic power dominates rare earth element processing, posing a significant threat to global technology. India’s entry into Pax Silica alters that equation. By combining resources and processing capabilities with the United States and other allies, India can secure raw materials for everything from EV batteries to AI servers.
This collaboration ensures that the materials that power our future do not become tools for economic gain. Instead, it promotes a “positive-sum” alliance in which mineral-rich nations and technologically advanced superpowers collaborate. Mineral security will serve as the foundation for India’s industrial growth over the next decade.
AI Infrastructure and Ethics
Artificial intelligence is the new world’s engine, with Pax Silica serving as its fuel system. The alliance is focused on constructing “trusted information networks,” such as fiberoptic cables and massive data centers. For India, this means increased investment and a collaborative environment in which AI models can be developed safely and ethically.
During the signing, US officials stated that the future of innovation should take place in places like Bangalore and Silicon Valley, not in surveillance states. This shared vision of “freedom through technology” is what makes the India-US relationship under Pax Silica so strong. It ensures that the AI of the future values sovereignty and promotes shared prosperity.
The Talent Powerhouse
Perhaps India’s most significant contribution to this US-led initiative is its human capital. As the world faces a shortage of nearly one million skilled semiconductor workers, all eyes are focused on India’s engineering talent. Indian engineers are already designing complex chips, and Pax Silica offers a global platform for this talent to grow.
By joining this bloc, India not only protects its supply chains but also exports its expertise. The alliance recognises that a secure supply chain requires a secure talent pipeline. India’s demographic dividend has become a strategic asset for the entire Pax Silica network, making the country indispensable in the global tech ecosystem.
The New Economic Order
Pax Silica is ultimately about creating a long-lasting economic order based on trust. It addresses market distortions such as overcapacity and unfair competition, resulting in a level playing field for both Indian startups and tech giants. This framework enables India to pursue a “moving gap” strategy, which involves maintaining a permanent technological lead in the most important sectors.
The signing of the Pax Silica declaration ends the era of technological isolation and ushers in a collaborative, secure, and AI-driven future. As India further integrates into this US-led framework, the promise of a “Silicon Peace” becomes a reality, ensuring that the country remains at the forefront of the global digital revolution.
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