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Week 1 · Part IV

The Splinternet Accelerates

Techno-Nationalism and the Era of Exclusion (2019-2024)

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The era of the global, open internet is over. We are now witnessing the emergence of competing digital spheres of influence, each with its own infrastructure, standards, and values.

Parag Khanna, The Future is Asian (2021)

The Fractured Digital Landscape

"Blue" Stack

US & Allies

  • Clean Network Initiative
  • Wintel/Android Ecosystem
  • AWS/Azure/Google Cloud
  • Five Eyes Intelligence
Key Players: USA, UK, Australia, Japan, South Korea

"Red" Stack

China & Belt & Road

  • Digital Silk Road
  • BAT Ecosystem
  • Huawei 5G Infrastructure
  • New IP Proposal
Key Players: China, Pakistan, Cambodia, Ethiopia

Regulatory Bloc

EU, India, Emerging Markets

  • GDPR & DSA Framework
  • Data Localization Laws
  • Digital Sovereignty
  • Multi-alignment Strategy
Key Players: EU, India, Brazil, Indonesia, Nigeria
Allied Contested Neutral/Multi-aligned

Timeline of Fragmentation

May 2019

Executive Order 13873

President Trump declares national emergency over foreign adversary threats to ICT supply chain. Sets stage for Huawei ban.

2019

Huawei's "New IP" Proposal

Submitted to ITU, proposing redesigned internet protocol with "intrinsic security"—criticized as enabling surveillance.

November 2019

Russia's Sovereign Internet Law

"Runet" autonomy law takes effect, mandating TSPU installation and annual disconnect tests.

August 2020

Clean Network Initiative

Secretary Pompeo announces five-layer framework to exclude "untrusted" Chinese vendors from global networks.

June 2020

India's "Digital Strike"

59 Chinese apps banned under Section 69A following Galwan Valley clash. TikTok, WeChat removed from Indian market.

2022

EU Digital Services Act

Landmark regulation establishing platform accountability, content moderation standards, and algorithmic transparency.

2024

Iran's Starlink Blackout

National Information Network achieves electromagnetic spectrum sovereignty, blocking Starlink during protests.

United States

The "Clean Network" Initiative

On August 5, 2020, Secretary of State Mike Pompeo announced the expansion of the Clean Network program, a comprehensive effort to safeguard America's sensitive information from "aggressive intrusions by malign actors, such as the Chinese Communist Party."

"The Clean Network program is the Trump Administration's comprehensive approach to guarding our citizens' privacy and our companies' most sensitive information from aggressive intrusions by malign actors, such as the Chinese Communist Party."

Secretary Mike Pompeo, August 5, 2020

Executive Order 13873 (May 2019)

Declared a national emergency regarding threats to information and communications technology and services (ICTS) supply chain. Authorized Commerce Secretary to prohibit transactions involving foreign adversary technology.

Five Layers of Network Security

Clean Carrier

Ensure untrusted PRC carriers are not connected with US telecommunications networks

Clean Store

Remove untrusted applications from US mobile app stores (TikTok, WeChat)

Clean Apps

Prevent untrusted PRC smartphone manufacturers from pre-installing trusted apps

Clean Cloud

Prevent US citizens' most sensitive personal information and businesses' valuable intellectual property from being stored on cloud-based systems accessible to foreign adversaries

Clean Cable

Ensure undersea cables connecting US to global internet are not subverted for intelligence gathering by PRC at hyper-scale

The Huawei 5G Dilemma

The Clean Network directly targeted Huawei's dominance in 5G infrastructure. By 2020, Huawei had secured 91 commercial 5G contracts globally. The US pressured allies to exclude Huawei, creating a bifurcation: countries choosing "Blue" (Nokia, Ericsson) vs "Red" (Huawei, ZTE) 5G infrastructure. This division extends beyond telecommunications into AI, cloud computing, and semiconductor supply chains.

UK Ban: July 2020 Australia Ban: 2018 Germany: Partial Restrictions India: Trial Exclusion
Geopolitics of Standards

Battle for the ITU

The "New IP" Proposal

In 2019, Huawei, China Unicom, and China's Ministry of Industry and Information Technology submitted a proposal to the ITU-T (International Telecommunication Union - Telecommunication Standardization Sector) for a "New IP" architecture. The proposal aimed to redesign the internet protocol stack for the 5G and IoT era.

Core Arguments

  • Current TCP/IP lacks "intrinsic security"
  • Need for deterministic routing and quality of service
  • Centralized control for "stability"

Intrinsic Security vs Intrinsic Surveillance

Proponents View

Built-in authentication and traceability protect against cyberattacks and criminal activity

Critics View

Enables state surveillance, breaks end-to-end principle, creates kill switches

Diplomatic Mobilization

US & Allies Opposition

Coordinated campaign at ITU to block New IP standardization

European Position

Advocated for multistakeholder governance over state-controlled standards

Developing Nations

Many African and Asian nations supported Chinese proposals due to infrastructure investments

ITU Voting Dynamics (2020)

Opposed to New IP ~35 countries
Supported New IP ~25 countries
Abstained/Neutral ~100+ countries

"The New IP proposal represents a fundamental shift from the multistakeholder model that has governed the internet for decades toward a multilateral, state-controlled approach."

Internet Society Analysis, 2020
India

The "Digital Strike"

June 29, 2020 Ministry of Electronics and IT

Following deadly clashes in the Galwan Valley that killed 20 Indian soldiers, the Indian government invoked Section 69A of the Information Technology Act to ban 59 Chinese mobile applications, citing threats to "sovereignty and integrity of India, defence of India, security of state and public order."

Key Banned Applications

TikTok 200M+ users
WeChat Popular
Shein E-commerce
ShareIt File sharing

Section 69A of the IT Act, 2000

Empowers the government to block public access to any information online if it deems it necessary in the interest of sovereignty and integrity of India, defence of India, security of the state, friendly relations with foreign states, or public order. The provision has been used increasingly since 2020, with over 300 apps banned by 2024.

Economic Aftermath: The Rise of Indian Alternatives

ShareChat

Regional language platform, 180M+ users

Moj

Short video, 160M+ downloads

Josh

VerSe Innovation, 150M+ users

Global Players

Instagram Reels, YouTube Shorts

Impact Statistics

59

Apps Banned (June 2020)

300+

Total Apps Banned (by 2024)

$2.5B

Estimated TikTok India Value

Expansion Timeline

Jun '20 59 apps banned
Sep '20 118 more apps
Nov '20 43 additional apps
2021-24 Gaming, fintech apps added
Russia

Sovereign Internet Law

The "Runet" Autonomy Vision

Signed into law by President Putin in May 2019 and effective November 2019, the Sovereign Internet Law (Federal Law No. 90-FZ) mandates the creation of a national domain name system and requires ISPs to install government-provided equipment to enable centralized control and filtering of internet traffic.

National DNS

Mirror root DNS servers for .ru and .рф domains

TSPU Installation

Technical Means to Counter Threats - deep packet inspection

Annual Tests

Mandatory "disconnect tests" to verify Runet autonomy

Annual "Disconnect Tests"

December 2019 First test (limited)
July 2021 Full-scale test
2022-2024 Ongoing exercises

Tests simulate disconnecting from global internet while maintaining domestic connectivity

TSPU: Technical Means to Combat Threats

Global Internet
TSPU (Deep Packet Inspection)
Filtering
Monitoring
Blocking
Russian Users

• Installed at all ISP exchange points

• Enables real-time traffic analysis

• Can block VPNs, Tor, and proxy services

• Centralized control via Roskomnadzor

From Filtering to Survivability

Russia's approach evolved from simple content blocking (starting with the 2012 "Internet Blacklist" law) toward complete network survivability. The 2019 law represents a paradigm shift: not just controlling what citizens can access, but ensuring the Russian internet can function independently of global infrastructure.

2012: Blacklist Law 2016: Yarovaya Law 2019: Sovereign Internet 2022: VPN Crackdown
Iran

National Information Network

The "Halal Internet" Vision

Iran's National Information Network (NIN), also called the "National Internet" or "Halal Internet," represents one of the most comprehensive attempts to create a parallel, state-controlled internet infrastructure. First proposed in 2005 and progressively implemented, the NIN aims to provide domestic users with government-approved content while maintaining the ability to completely sever connections to the global internet.

Domestic Hosting All .ir domains hosted locally
Speed Advantage Domestic sites 10x faster
Currency Control No forex for intl bandwidth
Total Surveillance All traffic monitored

2024: The Starlink Blackout

During nationwide protests in 2024, Iran demonstrated the maturity of its NIN by successfully blocking Starlink satellite internet services—previously considered unblockable. This represented a new frontier in electromagnetic spectrum sovereignty.

Counter-Starlink Measures
  • Directional jamming of satellite frequencies
  • Detection and seizure of user terminals
  • Criminalization of terminal possession

NIN Architecture

International Gateway

Controlled chokepoints - can be severed instantly

Filtering Layer

Deep packet inspection, keyword filtering, protocol blocking

National Services

Domestic search, email, messaging, video platforms

Iranian Users

Access to approved domestic content only during lockdowns

Electromagnetic Spectrum Sovereignty

Iran's NIN represents a claim to sovereignty not just over fiber and data centers, but over the electromagnetic spectrum itself. By deploying advanced jamming technology and criminalizing circumvention devices, Iran asserts state control over all information entering its territory.

Jamming Geofencing Terminal Control Spectrum Monitoring

"The National Information Network ensures that even when the international internet is cut off, Iranian citizens can continue to access essential domestic services."

Iran's Ministry of Information and Communications Technology
The New Digital Order

The Triple Stack Reality

By 2024, the global digital infrastructure had crystallized into three competing technology stacks, each with distinct hardware, software, and regulatory frameworks.

US Stack

"Blue Internet"
Operating Systems
Windows iOS Android
Semiconductors
Intel NVIDIA AMD Qualcomm
Cloud Infrastructure
AWS Azure Google Cloud
Key Platforms
Meta Google Netflix
Five Eyes, NATO allies, Japan, South Korea

China Stack

"Red Internet"
Operating Systems
HarmonyOS Kylin OS Android (forks)
Semiconductors
SMIC HiSilicon UNISOC
Cloud Infrastructure
Alibaba Cloud Tencent Cloud Huawei Cloud
Key Platforms
WeChat TikTok Alipay
Digital Silk Road partners, Belt & Road nations

Regulatory Bloc

"Sovereign Internet"
Legal Frameworks
GDPR DSA DMA
Data Policies
Localization Sovereignty Portability
Enforcement
Content Removal Fines Market Access
Strategic Approach
Multi-alignment Regulatory Export
EU, India, Brazil, Indonesia, Nigeria

Stack Comparison Matrix

Dimension US Stack China Stack Regulatory Bloc
Governance Model Multistakeholder State-controlled Regulatory state
Data Flow Cross-border free Restricted/controlled Conditional flows
Content Policy Platform-mediated State-censored Legally regulated
Infrastructure Private-led State-subsidized Mixed ownership
AI Development Open research State-directed Risk-regulated

Stage Set for AI Sovereignty

By 2024, the fragmentation of the internet into three competing stacks created the foundation for the next phase: AI Sovereignty. Each bloc began developing its own AI models, training data, and compute infrastructure—extending the splinternet from connectivity and platforms into the realm of artificial intelligence. The battle for GPT, Gemini, and their Chinese counterparts represents the next frontier in digital geopolitics.

The Splinternet by Numbers

60+

Countries in Clean Network

300+

Apps Banned by India

91

Huawei 5G Contracts (2020)

$2.5B

TikTok India Market Value

80M+

Iranians on NIN (2024)

3

Competing Digital Stacks

Sources & References

[1] US Department of State. "Announcing the Expansion of the Clean Network to Safeguard America's Assets." August 5, 2020.

[2] Executive Order 13873. "Securing the Information and Communications Technology and Services Supply Chain." May 15, 2019.

[3] Huawei, China Unicom. "New IP: A New Internet Protocol for the Future." ITU-T SG13 Contribution, 2019.

[4] Internet Society. "The New IP: Perspectives and Concerns." 2020.

[5] Ministry of Electronics and IT, India. "Press Release on Blocking of Mobile Applications." June 29, 2020.

[6] Federal Law No. 90-FZ, Russian Federation. "On Amendments to the Federal Law on Communications." May 1, 2019.

[7] Tseliakhovich, D. "Russia's Sovereign Internet Law: Technical Implementation." CTC Sentinel, 2020.

[8] Information Technology Organization of Iran. "National Information Network Report." 2023.

[9] Khanna, P. "The Future is Asian." Simon & Schuster, 2021.