Geopolitical Scarcity Driving Innovation

As globalization gives way to a more fragmented world, countries are being pushed to rethink where and how they build critical technologies.

At the World AI Assembly, Ajay Jain, Managing Partner & Founder of SilverX Fund, explores how geopolitical scarcity is accelerating innovation across emerging economies, particularly India.

From semiconductors and space technology to healthcare and advanced manufacturing, sectors once heavily dependent on global supply chains are becoming national innovation priorities.

The shift is also changing the startup landscape. Founders who once focused primarily on software are now entering deep-tech environments, discussing clean rooms, advanced materials and sub-nanometer technologies.

This session looks at how resource constraints, strategic independence and reverse globalization are creating new opportunities for founders, investors and emerging economies.

Speaker: Ajay Jain
Managing Partner & Founder, SilverX Fund
India

Track: Emerging Economies

Session: Geo Political Scarcity Driving Innovation