The amalgamation of emerging technologies and nuclear weapons systems is significantly impacting the landscape of strategic stability. The primary problem associated with such technologies is their dual-use nature, such as Artificial Intelligence (AI), hyper sonics, quantum computing, and cyber warfare. These technologies are evolving more rapidly than the treaties meant to regulate them.

The most significant emerging technology is Artificial Intelligence (AI), a prominent dual-use disruptor. In the civilian domain, it can help process large amounts of data based on its training. Meanwhile, in the nuclear domain, it affects among other things, the nuclear decision making process.

The U.S. is currently considering incorporating AI into its NC3 modernization process while maintaining a human-in-the-loop policy for launches, using AI to monitor abnormal patterns in adversary movements. Russia, on the other hand, is developing AI-driven upgrades to its automated retaliatory strike system to ensure that if the country’s leadership is decapitated, the system can autonomously verify a nuclear strike via seismic and radiation sensors before launching a retaliatory strike. These change decision timing and the deterrence dynamic.

The incorporation of hypersonic technology into delivery vehicles has revolutionized the exchange of weapons in warfare. The speed at which hypersonic systems travel can exceed Mach 5 (five times the speed of sound), potentially inducing miscalculation for an adversary, since it compresses the time window to clearly assess whether a missile is conventional or nuclear. In late 2024 and early 2025, India tested its Hypersonic Glide Vehicle (HGV) technology. Since these vehicles travel at such high speeds and at low altitudes with the ability to maneuver, it impacts the deterrence strategy between two nuclear countries. In response, Pakistan accelerated the Fatah series missiles, which are designed as flat-trajectory rockets. The geographical proximity of India and Pakistan compresses the decision-making window during a crisis.

The world’s largest naval force, the U.S. navy, is currently integrating the Conventional Prompt Strike (CPS) hypersonic system onto Zumwalt-class destroyers. A Zumwalt-class ship may appear as a nuclear threat on radar but carries conventional weapons, risking warhead ambiguity for an adversary who might launch a nuclear strike if provoked. The recent exchange of delivery vehicles during the Iran and Israel conflict of 2024-2025 has shown the effect of hypersonic missiles in military operations. Iran used the Fattah-2 hypersonic missile, capable of Mach 5+ speeds with mid-flight maneuverability. Such weapon-delivery systems create strategic ambiguity for the adversary because they provide only a few seconds’ window to decide whether to retaliate with conventional or nuclear missiles.

Advancements in quantum computing change warfare by providing more powerful algorithms producing vulnerabilities in secure systems. Nuclear launch codes, for example, are considered among the most secure encryption systems, which cannot be broken by classical computer methods. However, with advanced quantum computing methods, they become more vulnerable to hacking.

Additionally, Quantum sensing, which is facilitated with quantum electronic systems, allow for detection of minute changes in gravity or magnetic fields, which could produce systems that detect submarines, reducing their element of surprise. For example, China has made a huge leap by developing Quantum SQUID (Superconducting Quantum Interference Device) sensors. These devices may be able to detect the magnetic signature of US Ohio-class stealth submarines from miles away, threatening the ultimate nuclear deterrent.

Cyber warfare has recently moved to the forefront of modern warfare tactics with potential impacts on nuclear deterrence. Cyber warfare may produce uncertainties due to disruption of detection mechanisms and nuclear command and control that could produce unstable strategic situations. The classic Cold War model of Mutually Assured Destruction (MAD) was based on the visible, slow-moving, threat of nuclear weapons exchange. Cyber warfare introduces complexity and confusion. Thus, the deliberate nature of threats; instead, may instigate miscalculations driven by algorithms or false cyber signals.

A good example of how cyber operations can offset traditional military operations was the venture to physically damage Iranian nuclear centrifuges using malicious software (malware). The operation was carried out using Stuxnet malware installed from a USB drive that destroyed centrifuges without a single kinetic device. Similarly, Russian hackers have been carrying out cyber-attacks against Ukrainian energy infrastructure and government agencies since 2015. Vis-à-vis in 2025, during the ongoing Russia-Ukraine war, Ukrainian intelligence conducted a cyber-operation shutting down the Russian railway and affecting digital infrastructure.

A major problem lies with warhead ambiguity (conventional vs. nuclear), which poses a huge risk for accidental nuclear escalation. During the height of the May 2025 crisis between the two South Asian rivals, cyber operations were at their peak. Consequently, in the post-crisis scenario, India is enhancing its cyber deterrence. In future conflicts, any state’s cyber space will be one of the primary targets; in a scenario where lines are already blurred, a single attempt to disrupt the cyber space of NC3 could be the initiating point of nuclear escalation.

The evolution of dual-use emerging technologies is fundamentally changing the traditional pillars of nuclear deterrence by compressing the action/reaction time required for rational decision-making. A major problem lies with warhead ambiguity (conventional vs. nuclear), which poses a huge risk for accidental nuclear escalation. In the volatile context of South Asia, dual-use technologies appear to destabilize a fragile strategic stability.

Ultimately, as machines outpace human thought in the decision loop, there is a danger that the resulting disruption is not just a technological arms race but the erosion of human-centric control, creating the risk of an accidental, algorithmically driven nuclear escalation as the defining strategic challenge of the future.

Muhammad Usama Khalid is a Research Officer at the Balochistan Think Tank Network (BTTN), BUITEMS, Quetta. He can be reached at: usama.khalid.uk456@gmail.com. The views of the author are his own.

Nuclear Deterrence in the Age of Emerging Technologies was originally published on Global Security Review.

Cyber Shockwaves

Imagine a simple piece of computer code shutting down nuclear power plants, paralyzing transportation networks, and disrupting vital military systems. For more than a decade, cyberattacks against critical infrastructure have been more than just intrusions; they can have effects comparable to those of conventional acts of war, and threatening global stability. For nuclear democracies, the question has become crucial: at what point does a digital incident cross the threshold of severity required to trigger deterrence calculations, or even justify a nuclear response?

Cyberspace is now a theater of constant confrontation where adversaries seek to undermine each other’s trust, disrupt economies, and test resilience. This invisible competition weakens traditional deterrence mechanisms, which rely on clear signals. In cyberspace, nothing is clear, with uncertain effects and often unintentional escalation. Yet, the potential damage of a sophisticated cyberattack against an electrical grid or supply chains could exceed that of a conventional bombing. The problem stems from three major developments.

Critical Weak Spots

The first development is the increasing vulnerability of critical infrastructure, whose technical complexity creates countless points of weakness. Hospitals, refineries, water distribution systems, and railway networks rely on technologies that are sometimes outdated and rarely protected against determined state and non-state actors. A coordinated and simultaneous attack against multiple sectors could severely paralyze a country for weeks to months, causing economic chaos and widespread social disruption.

The second development concerns the strong integration of cyberspace and nuclear power. Command, control, and communication systems have become more digital than ever, and thus more exposed to cyberattacks. Even a non-destructive intrusion, subtly targeted and difficult to detect, could be interpreted as an attempt to undermine the capacity to retaliate. In such cases, the precise or approximate perception of risk becomes as dangerous as the attack itself, amplifying the potential for misunderstandings and unintentional escalation.

The third development, finally, is the bolder behavior of adversaries of democratic regimes, who use cyberspace as a tool for exerting pressure without incurring significant costs. Who would doubt that Russia, China, North Korea, and Iran regularly demonstrate their ability to disrupt the institutions of democratic regimes? The relative success of their operations encourages them to push the boundaries even further, as they are aware of the existence of a “gray zone” where traditional deterrence does not fully apply.

These major transformations lead to a fundamental question: should democracies clarify as quickly as possible that certain cyberattacks could cross a threshold triggering a major military response, including nuclear? The objective of a new doctrine would then not be to lower the nuclear threshold, but to re-establish a credible and robust level of deterrence. Because if adversaries believe that cyberattacks are “zero-cost,” they will continue to systematically target vital infrastructure, exploiting critical vulnerabilities with impunity and minimal risk to themselves.

Strategic High Stakes

A first argument for clarifying the doctrine rests on proportionality: a massive cyberattack targeting critical infrastructure could have consequences comparable to a bombing. In this context, it would be consistent to specify that the response is not limited to conventional means. Analysts point out that U.S. nuclear doctrine already considers the possibility of devastating consequences from non-nuclear strategic attacks, and they believe that the nuclear threat is not explicitly excluded, even if the no-first-use scenario remains dominant.

A second argument concerns strategic stability. Today, adversaries regularly stress the defenses of democratic regimes in the “gray zone,” without immediate risk of escalation. Clarifying the rules of engagement and explicitly integrating cyberspace into strategic thinking could strengthen deterrence and limit adversarial gambles in this gray zone. The United States, the United Kingdom, and France could thus reduce uncertainty regarding the potential consequences of sophisticated cyberattacks, one form of irregular warfare, while emphasizing that any major offensive would have significant repercussions.

A third argument concerns the protection of nuclear command. Even a limited attack on control systems could be interpreted as an attempt to neutralize the second-strike capability, creating an extreme risk of miscalculation, especially with the increasing use of artificial intelligence. By clearly announcing that such an intrusion would be considered a serious and unacceptable act, democratic regimes would strengthen their strategic stability, discouraging any hostile action and reducing the risk of unintentional escalation during times of international crisis.

Perilous Lines

This doctrinal shift, however, carries significant risks, notably the unintentional lowering of the nuclear threshold. Even if the clarification primarily aims to strengthen deterrence, it could be perceived as an excessive threat by non-democratic States, prompting them to rapidly modernize their nuclear arsenals or develop sophisticated offensive cyber capabilities. The proliferation of cyber threats with potentially physical effects creates a low-profile but ultimately strategic space for competition, paradoxically exacerbating tensions and instability.

Responding to a cyberattack with a nuclear strike requires absolute certainty as to its true perpetrator. Yet, operations in cyberspace often involve proxies, opaque international relays, and technical masking of the source. An attribution error could have profound consequences. Additionally, a cyber intrusion seen as preparation for a major attack might provoke an overreaction during a crisis. Any doctrine that includes the possibility of a nuclear response must therefore incorporate rigorous deconfliction mechanisms, otherwise the worst will happen.

However, these risks should not obscure a strategic reality: current doctrine dates to a time when cyberattacks could not paralyze a country in minutes. This is no longer the case. Adversaries of democratic regimes have understood that cyberspace offers them a means of inflicting considerable damage while remaining below the threshold for a nuclear response. Doing nothing would amount to accepting a structural vulnerability, especially since middle ground is emerging. This involves explicitly defining two categories of cyberattacks likely to trigger an appropriate military response:

1. Attacks causing massive impacts on the civilian population or critical infrastructure (hospitals and emergency services, water distribution networks, etc.).
2. Intrusions targeting the command systems of the armed forces, even without destructive effects, with the aim of degrading a country’s decision-making capacity.

Though it would not directly reference nuclear weapons, this clarification would connect strategic cyberattacks to potential responses, giving decision-makers flexibility while clearly warning adversaries. A more explicit doctrine should reduce the risks of accidental escalation and limit the audacity of State and non-State actors willing to test the nerves of democratic regimes, in line with recent analyses on the evolution of the U.S. nuclear posture in the face of new strategic threats that the war in Ukraine has only exacerbated.

About the Author

Gilles A. Paché is a Professor of Marketing and Supply Chain Management at Aix-Marseille University, France, and a member of the CERGAM Lab. His research focuses on logistics strategy, distribution channel management, and military studies. On these topics, he has authored over 700 scholarly publications, including articles, book chapters, and conference papers, as well as 24 academic books. Views expressed in this article are the author’s own.

Hacking the Apocalypse: How Cyberattacks Could Trigger Nuclear Escalation was originally published on Global Security Review.

Semiconductors: The Backbone of Cyber Power

Semiconductors enable the computing power that drives everything from commercial applications to military operations. Advanced chips are critical for AI, autonomous systems, and national security infrastructure. As nations race to secure technological dominance, control over semiconductor production becomes a central element of cyber deterrence.

The production of semiconductors is extraordinarily complex and relies on a global supply chain. No single country is self-sufficient in this domain. Manufacturing processes demand rare metals, precision tools, and expertise spanning Japan, the Netherlands, South Korea, Taiwan, and the United States. Companies like TSMC (Taiwan), Intel (United States), and Samsung (South Korea) dominate the field, with TSMC leading in advanced chip production. Advanced Semiconductor Materials Lithography (ASML), a Dutch company, monopolizes the production of extreme ultraviolet (EUV) lithography machines, critical for fabricating cutting-edge chips.

The Strategic Importance of Semiconductors

Semiconductors are more than just a commercial product—they are a strategic resource that nations leverage to project power in cyberspace. The United States has long recognized the importance of staying ahead in chip technology, aiming to maintain at least a two-generation lead over adversaries like China. This lead is not just about technological superiority but is also about cyber deterrence.

Cyber deterrence relies on the ability to defend, retaliate, or disrupt an adversary’s cyber capabilities. Advanced semiconductors provide the computational power necessary for AI-driven cybersecurity systems, intelligence gathering, and offensive cyber operations. For example, autonomous systems in modern warfare require sophisticated chips to function effectively. If a nation lacks access to such technology, its cyber capabilities are significantly weakened.

China’s Vulnerability and Response

China, despite being the second-largest economy and a global manufacturing powerhouse, has a surprising weakness in the semiconductor supply chain. It spends more on importing chips than oil and relies heavily on foreign suppliers, including its geopolitical rivals. This dependency creates a critical vulnerability in its cyber and AI ambitions.

Recognizing this weakness, China launched massive initiatives to achieve self-sufficiency in semiconductor production. However, the barriers to entry are steep. Manufacturing cutting-edge chips requires material purity at a level of 99.99999 percent, and even a minor defect can render a chip unusable. The complexity of the global supply chain further complicates China’s efforts. For instance, ASML’s EUV lithography machines, essential for advanced chip production, are legally restricted from being sold to China under export control agreements led by the United States.

China’s strategy focuses on targeting chokepoints in the supply chain while ramping up domestic production of less advanced chips. Success in this endeavor would significantly alter the balance of power in cyberspace, enabling China to compete more effectively in AI and cyber operations. However, for now, its reliance on foreign technology remains a significant deterrent.

US Strategy: Strengthening Deterrence Through Dominance

The United States took proactive steps to secure its dominance in semiconductor technology as part of its cyber deterrence strategy. Legislation like the 2022 CHIPS and Science Act provides billions in subsidies to bolster domestic chip production. The US also works to integrate government, industry, and academia to address challenges in manpower, education, and research and development.

The American approach to cyber deterrence is twofold. First, it seeks to maintain its technological edge by investing in leading-edge chips while ensuring a robust supply of legacy nodes for essential systems. Second, it actively restricts access to critical technologies for adversaries. For instance, since 2018, the export of EUV lithography machines to China has been prohibited, a move aimed at stalling China’s progress in advanced semiconductor manufacturing.

This strategy aligns with the broader geopolitical framework, where supply chain control becomes a tool for exerting influence. By leveraging its dominance in semiconductors, the US can deny adversaries the tools they need to compete in AI-driven cyber capabilities, thereby strengthening its cyber deterrence posture.

The Role of AI and Advanced Chips in Cyber Deterrence

AI is a cornerstone of cyber operations, from defensive systems that identify and mitigate threats to offensive tools that exploit vulnerabilities in adversarial networks. The power of AI is directly tied to the availability of advanced chips, which enable greater computational efficiency and data processing.

In the AI arms race, semiconductors are the critical enabler. Nations with access to advanced chips can train larger models, process more data, and deploy more sophisticated algorithms. Conversely, those lacking access are at a significant disadvantage. This dynamic emphasizes the importance of securing semiconductor supply chains as part of national cyber deterrence strategies.

Geopolitics and the Future of Cyber Deterrence

The geopolitical implications of semiconductor dominance extend beyond cyber operations. Control over the chip supply chain influences alliances, trade policies, and even the balance of power in global governance. Governments increasingly push nations and companies to choose sides, creating a polarized landscape.

The US and its allies currently hold a strong position, but the race is far from over. As China invests heavily in self-sufficiency, the stakes in the semiconductor arms race continue to rise. The future of cyber deterrence will depend on the ability of nations to secure their supply chains, innovate in chip technology, and adapt to the rapidly evolving landscape of AI and cybersecurity.

Conclusion

Semiconductors are not just a technological marvel—they are a strategic weapon in the cyber domain. As nations compete for supremacy, control over chip production and supply chains will play a pivotal role in shaping cyber deterrence strategies. The US, with its technological edge and integrated approach, aims to maintain its dominance, while China’s efforts to overcome its vulnerabilities will redefine the global order. In this high-stakes competition, the invisible hand of the market is guided by the visible hand of governments, ensuring that semiconductors remain at the heart of cyber power.

Adam Harris, PhD, is a career cyber professional who both practices the profession and teaches at the university level. The views expressed are his own.    

Cyber Deterrence in the Age of Semiconductors was originally published on Global Security Review.