As the world gears up for the 2026 Nuclear Non-Proliferation Treaty (NPT) Review Conference, a new and multifaceted factor is complicating the global strategic calculus: Artificial Intelligence (AI). The “nuclear-AI nexus” has evolved from a niche technical interest to a prominent feature in global security discussions, with implications for every aspect of the NPT’s three pillars: non-proliferation, disarmament, and peaceful uses of nuclear energy. However, as experts recently cautioned at the “Atoms for Algorithms” webinar, we need to cut through the speculative “AI hype” to ensure this technology remains a means for peace, not an avenue for unintentional escalation.

To regulate the nuclear-AI connection, we first need to understand the technology. As a United Nations Institute for Disarmament Research researcher, Dr. Yasmina Fina suggests, AI is not a monolithic entity, but a “construct” and a “system of systems,” made up of code, software, data, hardware, and sensors. It is a system used to fulfill certain functions, not a threat capable of usurping human decision-making. The risk is the “speed and scale” of AI, which can have myriad implications for performance and strategy. Moreover, Fina warns that comparing nuclear governance to AI governance is unhelpful because the technologies are not the same; nuclear materials are limited and tangible, whereas AI is ubiquitous and digital.

In the context of non-proliferation, AI is touted as a game-changing verification tool. The International Atomic Energy Agency (IAEA) could potentially use “AI agents,” semi-autonomous machines capable of processing large data streams and satellite images to verify the accuracy of declarations by states at a pace humans cannot match. However, Dr. Ian Stewart, Executive Director of the CNS Washington, states that AI will not help states develop nuclear weapons they could not otherwise build, for two physical reasons: AI cannot “magic up” fissile material, and there is no evidence that large language models can transfer the “tacit knowledge” necessary for weaponization.

When it comes to AI and nuclear weapons, political concerns are high. States have been reluctant to allow the IAEA to use open-source data or “black box” algorithms. Should an AI detect an event, the absence of “explainability” or how the machine arrived at its decision could lead to a crisis of political legitimacy for the safeguards system.

The most fraught part of the nexus is disarmament. We are now seeing a “race to adopt” AI in military strategies due to the perceived speed advantage it offers. AI can speed up threat identification and data integration, potentially freeing up more time for decision-making (or, on the other hand, reducing decision-making cycles to the point that humans are simply rubber-stamping decisions).

Aliche Sultini, senior research lead at the Rhode Island School of Design, explains that AI systems create new levels of uncertainty. If a state cannot grasp how an adversary’s AI operates in its decision-making, it might fall into worst-case scenarios, reinforcing alert postures that prevent disarmament. To support disarmament, AI must be used to enhance technical verification and confidence, not to shorten the path to war. Possibly the most disruptive aspect of this interaction is the NPT’s third pillar: peaceful nuclear energy applications. According to Mr. Shota Kamishima of the IAEA, an “affinity” is emerging between nuclear power and AI. We are now moving into a world where energy-hungry AI data centers need the clean, scalable, and reliable power offered by nuclear power, and where nuclear generation and maintenance are improved through AI.

This alliance is especially important for the rollout of Small Modular Reactors (SMRs), for which AI-optimized construction schedules and supply chains are critical. By enhancing predictability and avoiding cost overruns, a major issue for nuclear construction, AI could make nuclear projects more “bankable” and thus more attractive for the global shift towards clean energy. Despite technological progress, the experts agree: human responsibility is essential. Whether it is a safeguards inspector at the International Atomic Energy Agency (IAEA) or a human commander in a nuclear-armed nation, humans are the “last line of defence”.

“Black box” systems are incompatible with a strong safety culture. Governance policies must ensure that AI is implemented with transparency, traceability, and “explainability”. We must also be alert to the potential for AI to be employed by “agents” to monitor sites, which could result in disinformation and the distortion of threat perception through “anomaly detections.” As the 2026 Review Conference draws near, policymakers’ mission should be to “denoise.” Nuclear policy decisions must not be based on science fiction or fear of competition. Rather, we should prioritize “lower stakes” opportunities where AI can help us now, such as employing AI agents to navigate the overwhelming output of the NPT process — making it searchable and highlighting inconsistencies in delegation positions.

The relationship between nuclear and AI is not a bug to be fixed with more software, but a circumstance to be managed by the international community. By prioritizing evidence-based policy and law, human-in-the-loop systems, and the common ground of the peaceful “Atoms for Algorithms” alliance, we can ensure that the digital revolution supports, rather than undermines, the global nuclear order. In the end, the fate of the NPT will not be determined by algorithms, but by human intelligence.

Muhammad Shahzad Akram is a Research Officer at the Centre for International Strategic Studies, AJK. He holds an MPhil in International Relations from Quaid-i-Azam University, Islamabad. He is an alumnus of the Near East South Asia (NESA) Centre for Strategic Studies, National Defence University (NDU), and Washington, DC. His expertise includes cyber warfare and strategy, arms control, and disarmament. Views expressed in this article are the author’s own. 

Navigating the AI and Nuclear Nexus was originally published on Global Security Review.

With the Minuteman III ICBM fleet now 50 years old and 35 years beyond its planned service life, there is no option but to build a new ICBM. Although Northrup Grumman, the prime contractor on the Sentinel program, made a good faith effort to estimate the cost of building a new missile and retrofitting Minuteman III launch control centers and launch facilities with the new hardware required for the new missile, no company has engaged in this kind of activity in five decades.

Thus, in many respects, any estimate of costs can be no more than a ballpark estimate at best. Think about it. Have you ever tried to do a home improvement project for the very first time and it went exactly as you planned—without a hitch? Of course not. What about those home improvement shows where the contractor always finds something hidden behind the drywall that sends the remodel cost way up? Doing something once every 50 years with a workforce that has zero experience with such a project is a recipe for cost overruns.

This is the choice the nation made and must live with. It is hypocritical of arms control advocates to charge that Sentinel’s cost overruns mean the program should be cancelled. If they applied that same logic to all government programs, we would also kill Social Security, Medicare, Medicaid, and student loans. In fact, we would kill just about every federal program ever funded. Almost all estimates of government programs are wrong—and wildly wrong.

Instead, we must deal with a reality that leaves the United States little choice but to move forward because the strategic environment is rapidly deteriorating, and no amount of optimism and idealism will change that fact. It is time reality overrides aspirations.

The facts are simple. Russia already has a superior arsenal to the United States and maintains a capacity to produce about 1,000 new nuclear weapons every year. And with Russia no longer bound by the New START treaty, Vladimir Putin can double or triple the size of his nuclear arsenal before the end of the decade. He already maintains at least a 10-to-1 advantage in theater nuclear weapons.

China’s nuclear breakout also caught the United States on its heals. The DF-41 ICBM, for example, carries multiple reentry vehicles and is expected to fill the 300 new ICBM silos discovered in 2021. DF-41s filling those new silos could alone exceed the size of the entire American nuclear arsenal.

That says nothing of the new submarine-launched ballistic missiles, hypersonic weapons, and tactical nuclear weapons China is deploying. To deter such capabilities America requires a secure and reliable nuclear deterrent, which must include the Sentinel.

Why Does America Still Need ICBMs?

The fact that the basics of the ICBM mission have not changed much since they were first fielded may explain why some believe they are outdated. Before we commit to killing Sentinel and retiring the Minuteman, it is important to consider some of their benefits.

First, ICBMs provide an excellent deterrent to nuclear attack on the homeland. The 400 Minuteman III silos spread across the American West are invulnerable to all but a massive nuclear missile attack. Thus, their existence sets a high threshold for attacking the United States, either conventionally or with nuclear weapons. Without ICBMs, our strategic nuclear targets shrink from over 500 to about a dozen, which could all be destroyed with conventional strikes. Only ICBM silos require a nuclear strike.

Second, ICBMs cost less than the other two legs of the nuclear triad—even with cost overruns. While Sentinel will cost an estimated $130–150 billion over the next two to three decades, it is likely to prove operationally cost-effective over the long term. Remember, ICBMs are used every single day to deter the Russians and the Chinese. Our adversaries understand the power of an ICBM, which is why their nuclear forces are primarily composed of ICBMs.

Third, building a Sentinel provides the US an opportunity to consider deploying ICBMs in new and creative ways. With the United States government depending on the private sector for its space launch capability, the Sentinel also has some non-traditional missions that a common launch vehicle might provide. These include:

1. The ability to deploy time critical space assets like sensors, navigation, or communications satellites in response to a contingency; and
2. Closer to traditional missions are ballistic missile defense, anti-satellite kill vehicles, and conventional prompt global strike.

The benefit of such a system would be the ability to replace the top of a missile with a different payload to carry out a niche mission. At the same time, nuclear deterrence is preserved by those ICBMs still on alert.

Nuclear deterrence works by creating the fear of a massive retaliatory response. It achieves a psychological effect in the mind of an adversary. Non-traditional missions can support deterrence by taking away an adversary’s belief in his potential success in achieving some advantage.

A prompt global strike capability, for example, would also fill a niche role, if needed, allowing the US to strike targets quickly without escalating to nuclear use. Sentinel makes that possible. Given its cost, only a small number of such weapons would be feasible, and all while complicating adversary strategy.

These are just some additional uses for Sentinel, but they do not change the fundamental reason for building a new ICBM—Minuteman III is 50 years old and well past its service life. Yes, there are cost overruns, but can we really expect any less when we build something once every half-century?

Conclusion

In short, Vladimir Putin and Xi Jinping would love for the United States to cancel the Sentinel program. We should not give them what they want.

Adam Lowther, PhD, is the Vice President of research and co-founder of the National Institute for Deterrence Studies. The view’s expressed are the authors own. 

Why America Needs ICBMs was originally published on Global Security Review.