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.

Strategic competition in the Indo-Pacific is increasingly taking place in the “gray zone”—the space between routine state competition and open warfare. Rather than relying solely on conventional military confrontation, states are employing hybrid tactics such as economic coercion, cyber operations, disinformation campaigns, and limited military provocations to gradually shift the strategic balance in their favour.

China, North Korea, and Russia are among the most active practitioners of gray zone strategy. Their activities are deliberately calibrated to remain below the threshold that would trigger a large-scale military response, allowing a to challenge the rules-based order while avoiding outright conflict.

For policymakers and military planners, this presents a difficult dilemma. Traditional deterrence models were designed to prevent major wars, not persistent low-level coercion. As gray-zone competition intensifies across the Indo-Pacific, regional states must consider how to deter and respond to these activities without inadvertently escalating the situation.

Understanding the actors involved, and the tactics they employ, is therefore essential. The following sections outline how China, North Korea, and Russia conduct gray zone campaigns across the Indo-Pacific and how these activities collectively challenge regional stability.

China: Gradual Strategic Expansion

China arguably conducts the most sophisticated and comprehensive gray zone campaign in the Indo-Pacific. Beijing’s approach combines military presence, maritime coercion, economic pressure, and legal strategies to expand its influence while avoiding direct confrontation.

In the maritime domain, China frequently uses coast guard vessels and maritime militia to harass foreign ships in disputed waters, particularly in the South China Sea. These forces operate in ways that blur the line between civilian and military activity, allowing Beijing to apply pressure while maintaining plausible deniability.

China also conducts frequent aircraft incursions and large-scale military exercises near Taiwan, while maintaining persistent patrols around the Senkaku Islands. These operations serve multiple purposes: demonstrating military capability, testing regional responses, and normalizing Chinese presence in contested areas. Moreover, Beijing employs cyber espionage, economic coercion, and diplomatic strategies sometimes described as “lawfare,” often passing domestic laws that extend jurisdiction into contested spaces to codify expansive claims, selectively invoking international law, and using legal ambiguity to its advantage. These efforts allow China to reinforce its territorial claims and political narratives while staying below the threshold of open conflict. Over time, such actions gradually reshape the strategic environment in China’s favour.

North Korea: Coercion Through Provocation

North Korea relies heavily on gray zone tactics to pressure its opponents while avoiding the disastrous consequences of full-scale war on the Korean Peninsula.

Cyber operations are one of Pyongyang’s most important tools. Groups such as the Lazarus Group have conducted large-scale hacking campaigns targeting financial institutions, governments, and cryptocurrency exchanges. These cyber activities not only generate revenue for the regime but also demonstrate North Korea’s growing technological capabilities.

In addition to cyber operations, North Korea regularly conducts missile launches, artillery exchanges near disputed maritime boundaries, and military demonstrations aimed at raising tensions in the region. These examples are limited military provocations designed to signal resolve without triggering open conflict.

North Korea also operates extensive sanctions-evasion networks. Through covert maritime trade, smuggling operations, and cyber-enabled financial crime, the regime generates revenue while circumventing international restrictions. These activities allow Pyongyang to sustain its economy and military programs despite heavy sanctions pressure.

Taken together, North Korea’s gray zone strategy enables the regime to coerce its adversaries, generate financial resources, and maintain strategic relevance without crossing the threshold of major war.

Russia: Information Warfare and Strategic Signalling

Although Russia’s primary strategic focus lies in Europe, Moscow also conducts gray zone activities in the Indo-Pacific that challenge regional stability and Western influence.

Cyber operations remain a central element of Russia’s approach. Moscow-linked actors have been associated with intrusions targeting government systems and critical infrastructure in countries such as Japan and Australia. These operations are often accompanied by online disinformation campaigns aimed at undermining public trust and influencing domestic political debates.

Russia also engages in strategic military signalling across the region. Long-range bomber patrols and naval deployments near areas such as the Sea of Japan and the East China Sea demonstrate Russia’s military reach and reinforce its presence in the Indo-Pacific. In some cases, these activities occur alongside Chinese forces, highlighting increasing coordination between Moscow and Beijing. Such cooperation amplifies the strategic message that Russia and China are capable of jointly contesting Western and allied presence in the region.

Russia also maintains sanctions-evasion networks that facilitate illicit maritime trade, including ship-to-ship transfers involving North Korea. These networks allow Moscow to sustain economic ties while bypassing international restrictions.

The Strategic Challenge of Gray Zone Competition

Gray-zone campaigns pose a growing strategic challenge for Indo-Pacific states. Because these activities remain below the threshold of armed conflict, they are difficult to deter using traditional military tools. Yet over time, they can gradually erode regional stability and shift the balance of power. This raises an important question for policymakers: how should states respond to persistent gray zone coercion without escalating into major conflict?

One approach is to use limited, proportionate conventional responses to push back against gray-zone activities. However, such responses must be carefully calibrated to prevent unintended escalation. This is where broader strategic deterrence may play an important role.

A stronger Indo-Pacific security framework—potentially including deeper military integration among regional allies and partners—could provide the stability needed to manage escalation risks. In particular, a future Indo-Pacific nuclear security architecture could serve as a strategic backstop. As much as nuclear deterrence underpins NATO’s conventional defence posture in Europe, a similar framework in the Indo-Pacific could help ensure that responses to gray zone provocations remain limited rather than spiralling into major war.

Preparing for Persistent Competition

Gray zone competition is likely to remain a defining feature of Indo-Pacific security in the coming decades. China, North Korea, and Russia are already using these tactics to challenge the existing strategic order while avoiding direct confrontation.

For regional states, the challenge is not simply responding to individual incidents. It is developing a deterrence framework capable of managing persistent, low-level coercion across multiple domains. Without such a framework, gray zone activities will continue to stress the limits of allied resolve and gradually reshape the strategic landscape. Strengthening regional cooperation, improving resilience against hybrid tactics, and reinforcing strategic deterrence will therefore be essential steps in preserving stability in the Indo-Pacific.

Natalie Treloar is the Australian Company Director of Alpha-India Consultancy, a Senior Fellow at the Indo-Pacific Studies Center (IPSC), a Senior Analyst at the National Institute for Deterrence Studies (NIDS), and a member of the Open Nuclear Network. Views expressed are the author’s own.

Beyond a Pacific Defense Pact 2: Gray zone campaigns and activities conducted by China, North Korea, and Russia in the Indo-Pacific was originally published on Global Security Review.

Strategic competition in the Indo-Pacific increasingly occurs in the grey zone, the space between routine statecraft and open armed conflict. China, North Korea, Russia, and Iran employ a range of coercive tactics designed to alter the strategic environment without triggering a conventional military response. These activities include cyber operations, maritime harassment, disinformation campaigns, economic coercion, and limited military provocations. Because these actions remain deliberately below the threshold of war, they often exploit the reluctance of states to respond with force. As grey zone competition intensifies, the question confronting policymakers is not only how to deter such activities, but also how to ensure that responses to them are credible. In this context, a nuclear alliance could serve as the ultimate strategic backstop for military responses to persistent grey zone coercion.

Grey zone strategies rely heavily on ambiguity and escalation management. The states that employ these tactics understand that their adversaries—particularly democratic states—are cautious about escalating disputes into major military confrontations. By operating just below the threshold of armed conflict, grey zone actors seek to gradually erode the strategic position of their opponents while avoiding a decisive response. Maritime coercion in disputed waters, persistent airspace incursions, cyber intrusions, and limited military demonstrations all serve this purpose. Over time, these actions can reshape the operational environment, undermine alliances, and weaken the credibility of deterrence.

The difficulty lies in crafting responses that are both proportionate and credible. Conventional military responses to grey zone activities risk escalating a crisis if they are perceived as excessive, yet insufficient responses can embolden further coercion. This dilemma has led analysts to argue that deterrence in the grey zone requires a layered approach that combines political, economic, and military tools. However, even robust conventional responses may prove insufficient if adversaries believe that escalation dominance ultimately rests in their favor. It is in this context that nuclear deterrence retains enduring strategic relevance.

A nuclear alliance would not be designed to deter grey zone activities directly. Nuclear weapons are instruments of last resort intended to deter existential threats and large-scale conventional aggression. Nevertheless, the presence of a credible nuclear backstop fundamentally shapes the broader strategic environment in which grey zone competition occurs. By reinforcing the credibility of allied military responses, nuclear deterrence can prevent grey zone crises from escalating into major wars while simultaneously discouraging adversaries from testing the limits of conventional deterrence.

In practical terms, a nuclear alliance would strengthen escalation management in the Indo-Pacific. If regional states believed that their security rested on a collective nuclear deterrent, they would be better positioned to respond firmly to grey zone provocations. Maritime patrols, cyber countermeasures, and limited military deployments could be undertaken with greater confidence that adversaries would hesitate to escalate beyond the conventional level. In this sense, nuclear deterrence functions as a strategic umbrella under which lower-level military responses can occur without triggering uncontrolled escalation.

The experience of the Cold War offers a useful historical precedent. During that period, the North Atlantic Treaty Organization relied on nuclear deterrence to prevent large-scale aggression by the Soviet Union while simultaneously engaging in conventional competition across multiple domains. Although grey zone tactics—including espionage, proxy conflicts, and political interference—were common, the presence of a credible nuclear deterrent helped ensure that such competition did not escalate into direct war between nuclear powers. A similar logic could apply in the Indo-Pacific today.

In the contemporary regional context, a nuclear alliance could involve close coordination among the United States and key Indo-Pacific partners. Such an arrangement would not necessarily require the proliferation of nuclear weapons. Instead, it could mirror existing extended deterrence frameworks in which nuclear-armed states provide security guarantees to non-nuclear allies while maintaining operational control over nuclear forces. Through mechanisms such as joint planning, strategic consultation, and integrated command structures, allied states could strengthen the credibility of collective deterrence without undermining existing non-proliferation commitments.

Importantly, a nuclear backstop would also reinforce political resolve among allied states. Grey zone strategies often aim to exploit divisions within alliances by testing whether partners will respond collectively to incremental coercion. If adversaries perceive hesitation or disunity, they may conclude that the risks of escalation are manageable. A formal nuclear alliance could signal a high level of strategic commitment among participating states, thereby increasing the perceived costs of continued grey zone pressure.

Critics may argue that linking nuclear deterrence to grey zone competition risks lowering the nuclear threshold or introducing unnecessary escalation dynamics. These concerns highlight the importance of clearly defining the role of nuclear weapons within a broader deterrence framework. The objective would not be to threaten nuclear retaliation for minor provocations, but rather to ensure that adversaries understand that attempts to escalate beyond the grey zone could encounter a unified and credible deterrent response. In this sense, nuclear deterrence functions as a stabilizing force that sets clear limits on how far coercion can be pushed.

As the Indo-Pacific becomes the central arena of strategic competition, the persistence of grey zone tactics will continue to test existing security arrangements. States that rely solely on conventional responses may find themselves locked in a cycle of incremental coercion that gradually shifts the balance of power. By contrast, a nuclear alliance would provide a strategic foundation that reinforces the credibility of allied military responses across the escalation spectrum.

Ultimately, understanding grey zone actors and the tactics they employ is essential for effective deterrence. Yet deterrence also requires credible escalation management and the assurance that adversaries cannot exploit the space between peace and war indefinitely. In the Indo-Pacific, a carefully structured nuclear alliance could provide the strategic backstop necessary to ensure that responses to grey zone coercion remain both credible and effective while preventing escalation into catastrophic conflict.

Natalie Treloar is the Australian Company Director of Alpha-India Consultancy, a Senior Fellow at the Indo-Pacific Studies Center (IPSC), a Senior Analyst at the National Institute for Deterrence Studies (NIDS), and a member of the Open Nuclear Network. Views expressed in this article are the author’s own.

Beyond a Pacific Defense Pact 3: A Nuclear Alliance as the Ultimate Backstop to Grey Zone Coercion was originally published on Global Security Review.

The international system is undergoing a profound global power shift characterized by the resurgence of great power competition and a broad diffusion of technical capabilities. This environment is intensifying security competition across all domains. Concurrently, the proliferation of artificial intelligence (AI) and other disruptive technologies has fundamentally transformed espionage and defense. The traditional landscape of counterintelligence (CI) is obsolete and requires rapid, systemic overhaul to address the increasingly amplified, technologically enabled threats posed by state and non-state actors.

Specifically, the shift to great power technological competition has expanded CI’s mandate from protecting military secrets to securing critical infrastructure, intellectual property (IP), and the integrity of the information domain. The dual-use nature of AI functions as both in support of automated espionage and a critical mechanism for preemptively anticipating and mitigating threats. The failure of the United States to strategically integrate AI into CI methodologies will result in the systemic erosion of national technological and economic advantage.

The Expanded Mandate of Modern Counterintelligence

CI functions to protect a nation’s secrets, personnel, and systems from foreign intelligence entities (FIEs). Yet today, CI must also confront a threat matrix dramatically enlarged in scope, sophistication, and velocity. The current geopolitical climate has necessitated a significant expansion of the traditional CI mission. In the context of great power competition, the most significant threat has shifted from the theft of classified military and diplomatic secrets to the large-scale acquisition of IP, trade secrets, and technological data, as highlighted in the recently released Annual Threat Assessment.

FIEs are aggressively targeting the private sector, academia, and research institutions, the very engines of national innovation through sophisticated economic espionage. Their strategic goal is not merely to obtain information, but to erode a nation’s competitive advantage and accelerate the adversary’s technological timetable, thereby shifting the global balance of power. CI must establish robust protective mechanisms that extend deep into the non-governmental technology and research ecosystem.

The dissolution of a clear distinction between peacetime competition and active conflict has resulted in a continuous state of confrontation known as the ‘gray zone’. This strategic domain is characterized by persistent, non-lethal, yet tactically damaging activities designed to achieve political objectives without triggering traditional military responses. CI must now defend against a spectrum of subtle subversion, including large-scale cyber operations, persistent penetration of networks for reconnaissance and preparatory measures, and covert attempts to manipulate political discourse and decision-making.

The globalization of commerce and technology has created intricate, interconnected supply chains. These networks present significant CI risks, as adversaries seek to compromise the integrity, trustworthiness, and authenticity of products and services. By inserting “backdoors” or creating exploitable “choke points” at various nodes, adversaries establish capabilities for future exploitation. CI efforts are essential to conduct comprehensive due diligence and risk mitigation, securing these complex networks against both hardware and software compromise.

Artificial Intelligence: The Dual-Use Catalyst

AI and emerging technologies are not merely targets of modern espionage; they are simultaneously the most potent tools and the most necessary defenses in the counterintelligence battleground. This dual-use dynamic creates a challenging “AI vs. AI” scenario that demands immediate, radical adaptation. Adversaries are leveraging AI to dramatically enhance the speed, scale, and sophistication of their intelligence operations:

Automated Espionage and Big Data Analysis: AI-powered tools can automate and scale the processing, translation, and analysis of vast, heterogeneous datasets (Big Data), vastly increasing the volume and velocity of intelligence collection from both open-source intelligence and classified sources.

Adaptive Cyberattacks: Machine learning (ML) algorithms enable the development of more elusive and adaptive cyber threats. This includes automated exploitation of vulnerabilities, dynamic creation of polymorphic malware, and rapid penetration of defenses, operating at speeds that effectively outpace traditional, human-centric cybersecurity responses.

Generative AI for Influence: Generative AI can create highly realistic deepfakes (synthetic videos and audio) and synthetic narratives at scale. This facilitates sophisticated disinformation and propaganda campaigns to manipulate public opinion and conduct advanced social engineering, severely compromising the ability of institutions to discern truth from falsehood.

Three interconnected factors fundamentally redefine the scope of CI responsibility: target expansion, the blurring of conflict lines, and supply chain vulnerabilities. To effectively counter these technologically enabled threats, CI must aggressively embrace and integrate these same technologies, transforming them into proactive defensive tools:

Threat Anticipation and Predictive Analysis: AI can process and analyze massive amounts of threat data, identifying subtle, non-obvious patterns, trends, and anomalies. This capability allows CI to transition from merely reacting to threats toward predictive modeling, allowing one to forecast adversary actions before they materialize and enabling preemptive defense.

Enhanced Surveillance and Anomaly Detection: ML algorithms are crucial for the detection of subtle anomalies in network traffic, user behavior, and physical security systems that a human operator would miss. AI-driven monitoring provides real-time, large-scale pattern-of-life analysis that significantly exceeds human cognitive capacity.

Counter-Disinformation and Integrity Checks: CI requires AI-driven tools to effectively identify, analyze, and flag AI-generated propaganda, deepfakes, and synthetic media. Systems designed for content provenance and authenticity verification are essential to safeguard the integrity of the information domain and maintain public trust.

Insider Threat Mitigation: Defensively, AI can monitor internal networks to flag anomalous user behaviors such as unusual data access attempts, large data transfers, or deviations in an employee’s digital pattern-of-life. As such they assist in identifying potential insider threats before significant compromise occurs.

The Strategic Imperative

The shift of global powers and the proliferation of disruptive technologies have thrust counterintelligence into an even more important aspect of national security. The stakes of this technological arms race transcend traditional security concerns, encompassing the integrity of a nation’s innovative ecosystem, its economic competitiveness, and the resilience of its democratic institutions.

CI must rapidly evolve its strategies to prioritize the defense of economic and technological assets, and it must integrate AI as a foundational defensive technology to achieve predictive, scalable threat mitigation. Failure to aggressively master and deploy AI defenses against technologically augmented adversaries risks the systemic erosion of national advantage in a world where technological leadership is increasingly synonymous with global power. The future success of great power competition hinges directly on the adaptive capacity and technological sophistication of CI’s function.

Joshua Thibert is a Senior Analyst at the National Institute for Deterrence Studies (NIDS) with over 30 years of comprehensive expertise. His background encompasses roles as a former counterintelligence special agent within the Department of Defense and as a practitioner in compliance, security, and insider risk management in the private sector. His extensive academic and practitioner experience spans strategic intelligence, multiple domains within defense and strategic studies, and critical infrastructure protection. The views of the author are his own.

Redefining Espionage: The Unseen War for Technological Dominance was originally published on Global Security Review.

What Is the Third Nuclear Age?

The world can be divided into three eras of nuclear weapons history, each defined by distinct weapons dynamics and geopolitical relationships, and distinguished by major proliferation or treaty events of its time.

The first nuclear era was characterized by a bipolar rivalry between the United States and the Soviet Union during the Cold War, from 1945 to the late 1980s. At its peak, the number of warheads held by both countries is estimated to have reached around 60,000 in 1986. This era was marked by limited arms control agreements and significant arms racing.

The second nuclear era, spanning from 1991 to 2013, saw significant disarmament through bilateral U.S.–Russia treaties such as START I and New START, which reduced global warhead numbers by a considerable amount. However, this period was also marked by nuclear proliferation efforts by regional actors, including the nuclearization of South Asia, particularly India, followed by Pakistan, and then North Korea’s decision to pursue nuclear weapons.

Beginning in 2014, the third nuclear era emerged, typified by the current, chaotic, multipolar environment. Russia has unilaterally suspended participation in New START monitoring and verification, a treaty that expired on February 5^th, 2026. Both the United Kingdom and France have commenced modernization and expansion of their nuclear forces. China is rapidly nearing an estimated 600 warheads, North Korea continues to test intercontinental ballistic missiles (ICBMs), and Russia has modernized its weapons systems and deployed short-range nuclear weapons in Belarus. Iran continues to signal that it is nearing the nuclear threshold, opacity persists regarding Israel’s nuclear capabilities, and the May 2025 conflict between India and Pakistan has created multiple additional flashpoints, all of which underscore the need for new international multilateral guardrails.

Current Global Nuclear Trends

The United States has initiated a $1.7 trillion nuclear triad modernization plan, which includes submarines, bombers, and land-based missiles. Russia has been testing nuclear-powered cruise missiles such as Burevestnik, while China is expanding its nuclear weapons capability at a rapid pace amid rising tensions over Taiwan.

In addition, strategic non-nuclear weapons, including hypersonic systems, AI-driven command structures, and missile defense, are contributing to an escalatory environment in which the nuclear ladder has become increasingly slippery to climb and equally difficult to descend. The Bulletin of the Atomic Scientists has set its “Doomsday Clock” at 89 seconds to midnight, the closest it has ever been since 1947, reflecting its assessment that the erosion of arms control, the expansion of nuclear capabilities, and the persistence of conflict have significantly increased the risk of nuclear catastrophe.

Escalating Global Nuclear Challenges

The U.S.-Russia arms control negotiations have ceased over Ukraine, and President Putin has reduced stated nuclear use thresholds. At the same time, U.S. military strikes against Iran have alarmed some observers who argue that such actions undermine norms governing sovereignty. NATO countries are increasingly exploring their own European deterrence capabilities.

A defining feature of the third nuclear age is the growing complexity of the strategic environment and the inability to manage global risks through simple bilateral frameworks.

Technological advancements that accelerate escalation risks include hypersonic weapons that challenge missile defense systems, artificial intelligence that may misinterpret launch indicators, and cyber operations that could inadvertently contribute to nuclear escalation—echoing historical false-alarm incidents in 1983. Meanwhile, China’s evolving relationship with Russia further complicates U.S. efforts to deter aggression across both Europe and the Asia-Pacific.

The Way Forward

With New START having expired, significant future limits on the number of nuclear weapons possessed by major powers appear unlikely, accelerating competition and instability. By the mid-2030s, the convergence of nuclear and advanced conventional capabilities may become normalized as tools of coercion rather than deterrence, while additional states may seek nuclear weapons should nonproliferation barriers erode. The Bulletin of the Atomic Scientists has identified the emergence of the “third nuclear age” as the top global risk in 2026.

Accordingly, new mechanisms for arms control and nuclear disarmament consistent with commitments made by major nuclear-weapon states under the NPT framework are urgently required. These include enhanced verification technologies, AI-assisted monitoring, restraints on the development of destabilizing new weapons, and sustained strategic-stability dialogue aimed at separating and disentangling nuclear and conventional escalation pathways. Additional measures to promote norms of responsible nuclear behavior are also necessary, although opposition from the five permanent members of the UN Security Council remains a significant barrier to progress. Ensuring the global security of radioactive materials must remain a priority.

The third nuclear age has placed humanity in unprecedented danger. Existing disarmament mechanisms have proven ineffective as new rivalries emerge, and technological changes accelerate. History demonstrates that diplomacy can work: New START reduced nuclear arsenals to their lowest levels since the early years of the first nuclear era. Today’s leaders must again prioritize cooperation and restraint, or risk allowing miscalculation to turn expanding arsenals into catastrophe. The alternative is too terrible to ignore.

Ms. Harsa Kakar is an Assistant Research Fellow at the Balochistan Think Tank Network (BTTN), Quetta. Views expressed in this article are the author’s own. 

Understanding the Third Nuclear Age: Why 2026 Matters was originally published on Global Security Review.

This pattern has direct relevance for the Indo-Pacific region. Deterrence depends not only on forward-deployed forces and advanced capabilities, but also on the sustained ability of allied military institutions to function under pressure. Long-duration crises test personnel systems, logistics governance, and civil–military coordination in ways short conflicts do not. Joint operations across multiple states rely on interoperability, shared intelligence, and coordinated command structures that may degrade under stress. Failure of these institutional mechanisms can be as decisive as battlefield defeat. The Indo-Pacific presents additional challenges, including vast maritime distances, diverse political systems among allies, and critical chokepoints such as the Taiwan Strait and South China Sea, which amplify the consequences of institutional stress.

Logistics is often the first system to degrade in prolonged conflict. Early wartime adaptation can mask structural weaknesses, but logistics networks become brittle over time. Sustained disruption, infrastructure damage, and competing civilian demands reduce flexibility. Recent high intensity conflicts demonstrate that logistics effectiveness often declines due to cumulative friction across transportation, maintenance, and energy supply chains. These vulnerabilities are particularly pronounced in maritime and air domains, where long supply lines and port dependencies create operational risks. For Indo-Pacific states, heavy reliance on maritime transport and civilian infrastructure further intensifies these challenges. Deterrence credibility therefore depends not only on stockpiles, but on whether logistics governance can function after months of sustained pressure.

Energy infrastructure resilience is intricately linked to logistics sustainability. Sustained strikes on energy systems rarely halt operations immediately, but they gradually erode institutional capacity. Power instability affects command systems, maintenance cycles, training pipelines, and civilian support networks. Over time, these disruptions degrade operational tempo and decision-making quality. Many Indo-Pacific states rely on centralized power generation, imported fuel, and dual-use infrastructure, increasing their vulnerability to prolonged disruption. Such stress would not only affect military units, but also civilian resilience, intensifying friction between defense requirements and societal tolerance. Extended deterrence relies heavily on political cohesion, making energy resilience a strategic factor. States with diversified energy networks, redundant supply routes, and hardened civilian-military interfaces are better positioned to sustain military effectiveness.

Personnel systems represent another critical late-phase vulnerability. High-intensity conflict places sustained demands on trained personnel that are difficult to replace. Initial mobilization often creates an illusion of depth, but over time training quality declines, leadership fatigue accumulates, and institutional knowledge erodes. These effects are gradual and frequently overlooked until they become operationally decisive. Demographic constraints further complicate personnel sustainability across Indo-Pacific allies, many of which face aging populations and limited mobilization pools. Prolonged conflict would force trade-offs between force quality and quantity. Effective deterrence planning requires realistic long-duration personnel strategies, including force rotation, cross-training, and preplanned personnel pipelines that preserve institutional knowledge under operational stress.

Civil–military coordination also deteriorates during prolonged crises. Early conflict phases typically produce strong political consensus and public support. Over time, however, economic strain, infrastructure damage, and social fatigue create competing priorities. Decision-making processes slow, risk tolerances shift, and coordination mechanisms weaken. These dynamics have direct deterrence implications because adversaries observe not only military deployments, but also institutional coherence. Prolonged stress that reveals political fragmentation or administrative paralysis can undermine deterrence credibility. In the Indo-Pacific, where extended deterrence relies on alliance unity and sustained commitment, maintaining institutional cohesion is strategically essential. Regular joint exercises, wargaming, and civil–military education can strengthen resilience before conflict emerges.

Technological developments and emerging threats intensify these challenges. Hypersonic weapons, autonomous systems, cyber operations, and space-based surveillance increase operational tempo and reliance on interconnected networks. Disruption in one domain can cascade across others, magnifying institutional stress. Attacks targeting space-based command-and-control or satellite navigation systems would degrade precision strike capabilities, logistics coordination, maritime awareness, and joint operational planning. Although technological superiority remains important, it cannot compensate for institutional degradation during prolonged conflict. Resilience in digital infrastructure, cybersecurity frameworks, and redundancy planning therefore represents a decisive late-phase determinant of military effectiveness.

Space and cyber capabilities are especially significant for extended deterrence. American space-based sensors, missile warning networks, and communications satellites provide critical detection and coordination advantages. However, these systems rely on both technical redundancy and organizational resilience. Sustained disruption would test alliance coordination and operational cohesion as much as physical hardware. Prolonged conflict would reveal whether allied institutions can maintain effectiveness under persistent technological and informational pressure. Cyber operations are particularly concerning because they can gradually degrade institutional functionality without provoking overt confrontation, underscoring the importance of integrated defensive architectures and rapid recovery mechanisms.

Nuclear deterrence is similarly shaped by institutional endurance. Adversaries observing strain in logistics, personnel systems, or civil–military coordination may question the credibility of extended deterrence commitments. Modernization programs that enhance survivable nuclear forces and resilient command-and-control systems remain essential, but their effectiveness depends on institutional capacity to operate under sustained stress. Endurance therefore emerges as a strategic variable equal in importance to platforms and weapons systems. Deterrence credibility is continuously tested by the ability of institutions to project capability during protracted crises.

For deterrence planners, the central lesson is clear: prolonged conflict transforms military effectiveness from a function of platforms into a function of institutions. States that plan for short, decisive engagements risk strategic failure if conflicts extend beyond expectations. The United States and its Indo-Pacific allies must rebalance deterrence planning by emphasizing late-phase resilience. Priorities should include logistics governance under disruption, energy system adaptability, personnel sustainability, durable civil–military coordination, and protection against emerging technological threats. These factors determine whether deterrence remains credible over time rather than only at crisis onset.

Prolonged conflict is not an anomaly but a plausible future condition. Strategies that overlook institutional endurance risk failure not at the outset of war, but after sustained operational pressure erodes recovery capacity and strategic credibility. Integrating late-phase considerations into readiness assessments, modernization programs, and alliance coordination is therefore essential. Ultimately, the credibility of extended deterrence rests less on platforms alone and more on the ability of military and political institutions to withstand the cumulative stress of prolonged conflict.

Andrey Koval is a defense planner working on issues of military effectiveness and long-duration conflict. The views expressed in this article are the author’s own.

Late-Phase Failure and the Erosion of Military Effectiveness in Prolonged Conflict was originally published on Global Security Review.

The New START treaty, signed by the United States and Russia in 2010 and effective in 2011, limited each country to 1,550 deployed strategic nuclear warheads, and 700 deployed intercontinental ballistic missiles (ICBMs), submarine-launched ballistic missiles (SLBMs), and heavy bombers, with a total launcher cap of 800. It includes verification measures like inspections and data exchanges to enhance transparency and predictability in their nuclear relationship. Russia declared itself compliant with the treaty in 2018, completing the required nuclear weapons reductions after seven years.

In January 2021, Presidents Biden and Putin impulsively extended New START for five years, until 2026, as permitted under Article 14 of the treaty. The Biden administration emphasized that the United States could not afford to lose the treaty’s intrusive inspection and notification mechanisms. Officials argued that failure to extend the agreement would significantly reduce U.S. insight into Russia’s long-range nuclear forces, even though on-site inspections had already been paused since the spring of 2020 due to the COVID-19 pandemic. President Biden had hoped to buy time to negotiate a new treaty that might further reduce the U.S. arsenal, while President Putin, having already completed over 70 percent of his nuclear modernization, could continue to decelerate U.S. nuclear modernization efforts. In 2023, Putin suspended Russia’s participation in the New START treaty, citing U.S. “inequality” in support of Ukraine.

New START’s termination may sound like losing guardrails—but there are solid reasons why its expiration is not only manageable and instead arguably acceptable in today’s environment. First, strategic stability—removing incentives to launch a nuclear first strike—among nuclear powers is primarily sustained by strategic deterrence and the intolerable threat of nuclear retaliation rather than by treaty constraints. Both the United States and Russia possess secure second-strike capabilities through diversified and survivable nuclear forces. As long as neither state can expect to eliminate the other’s nuclear arsenal in a first strike, the incentive to initiate nuclear war remains low. This deterrence logic has persisted for decades, including periods when no formal arms-control agreements were in place, and even when such agreements are arbitrarily suspended, demonstrating that stability is rooted in structural realities rather than in legal instruments alone.

Second, the absence of New START does not create strong incentives for rapid or destabilizing arms buildups. The arms constrained under New START are the most predictable and thus the most stable. It is Putin’s novel weapon systems, developed after New START, which are the most destabilizing. Several advanced Russian nuclear delivery systems fall outside New START’s counting rules, highlighting the treaty’s limitations and Putin’s intention to violate the spirit of arms control writ large. The Poseidon nuclear-powered torpedo, an underwater drone rather than a ballistic missile, can travel thousands of miles and deliver a massive nuclear payload without being subject to treaty limits. The Burevestnik/Skyfall nuclear-powered, ground-launched cruise missile similarly avoids New START restrictions, which apply only to air-launched cruise missiles carried by treaty-defined heavy bombers. Likewise, the Kinzhal air-launched ballistic missile is carried by aircraft not classified as heavy bombers under the treaty, meaning its nuclear warheads do not count toward the 1,550 deployed warhead cap. Moreover, the treaty was enacted without thought to the advent of Avangard Hypersonic Glide Vehicles or the heavy Sarmat ICBM with its 10-16 multiple warheads, all meant to compress warning and decision time and avoid missile defenses—the essence of destabilizing capability.

Ironically, the U.S. nuclear modernization program was launched as a central condition for the Senate’s consent to ratify New START in 2010. The Obama administration committed to a long-term, fully funded modernization of all three legs of the nuclear triad, as well as the supporting nuclear weapons infrastructure, deeming modernization essential to maintain a safe, secure, and credible deterrent over time.

The U.S. nuclear triad modernization program is primarily focused on replacing aging systems with more reliable and secure platforms, rather than introducing new capabilities or expanding nuclear capacity. The Department of War has no plans to deploy any additional Sentinel ICBMs beyond the 400 Minuteman IIIs already deployed. Additionally, the 14 Ohio-class SSBNs, each with 20 SLBMs, will be replaced by 12 Columbia-class SSBNs, each with 16 SLBM tubes. This represents a 15 percent reduction in “boomers” and a 20 percent reduction in SLBM capacity. Although the final number of nuclear-capable B-21 Raider bombers remains publicly uncertain, the pressure to maintain a greater number of conventional-only bombers will be politically immense. If this behavior signals an arms race, the U.S. is running in third place.

Third, although New START provided valuable transparency through inspections and data exchanges, its expiration does not eliminate visibility into Russian nuclear forces. The key to New START’s verification was the introduction of a physical inspection method in which inspectors could verify and count missile front ends by examining reentry vehicles on-site. They were able to tally objects on missile fronts by inspecting opened covers that hid technical details. Because on-site inspections have not been conducted in six years, this innovative verification process has been replaced by advanced national technical means (NTM), such as satellite imagery, missile-test detection, and intelligence monitoring. While imperfect, NTM can offer insights into adversary capabilities and deployments without requiring a treaty or on-site access and would continue beyond the treaty’s expiration. The Biden administration’s final compliance report concluded that the United States could not determine whether Russia remained in compliance during 2024 with its obligation to limit deployed warheads on New START–accountable delivery vehicles. Thus, on-site inspections, the secret sauce of New START, have been effectively nullified for 40 percent of the treaty’s existence.

Finally, contemporary strategic stability is influenced by a wider set of factors than those regulated by New START. Missile defense, cyber operations, offensive space systems, drones, artificial intelligence, and precision conventional weapons are now impacting strategic stability, but they remain outside the scope of the treaty. Furthermore, China’s breathtaking expansion of its nuclear arsenal since 2020 has completely altered the geostrategic landscape with the goal of “strategic counterbalance—including nuclear deterrence—to sufficiently deter or restrain U.S. military involvement” in the Asia-Pacific region. China’s historic nuclear buildup—unconstrained by the New START—has made the U.S. homeland increasingly vulnerable to a direct and catastrophic nuclear attack. New START’s limitations, had the treaty continued through 2035, would have effectively relegated U.S. nuclear deterrence capacity to either Russia or China, but not both simultaneously.

Perhaps the greatest tragedy of New START is its omission of a class of nuclear weapons not defined as “strategic.” This has enabled Russia to amass a dominant capacity of smaller, shorter-range nuclear weapons with which to coerce its neighbors and enable its malevolent behavior within its near abroad. While often touted as a 10-to-1 advantage, some experts estimate the real Russian advantage in tactical nuclear weapons at 50-to-1. The Congressional Research Service noted an estimate of Russian nonstrategic nuclear warheads at 1,000 to 5,000, a range so expansive as to undermine meaningful threat assessment—an uncertainty enabled by the New START treaty’s failure to include any accounting mechanisms for these weapons.

Many credit the 2010 New START Treaty with enhancing predictability and confidence between the U.S. and Russia. Negotiated for a markedly different geopolitical era, the treaty ultimately facilitated Russian nuclear coercion and novel force expansion while providing political justification for U.S. self-restraint. Yet the termination of New START does not render the world unsafe or unstable. In practical terms, the international system has already “survived” nearly six years without a fully functional treaty. Enduring deterrence relationships, ongoing—even if limited—transparency through national technical means, and evolving concepts of strategic stability, including parity approaches, all suggest that global security can and will extend beyond New START. Rather than a cause for alarm, the treaty’s demise may warrant cautious celebration: The United States is finally liberated from constraints on both nuclear capability and capacity. If Western democracies are to credibly uphold peace through strength, a robust and flexible nuclear deterrent is essential. With the end of New START, the United States is no longer shackled by an agreement ill-suited to today’s strategic realities.

Col. Curtis McGiffin (U.S. Air Force, Ret.) is Vice President for Education at the National Institute for Deterrence Studies, President of MCG Horizons LLC, and a visiting professor at Missouri State University’s School of Defense and Strategic Studies. The views and opinions expressed in this article are solely those of the author and MCG Horizons LLC, and do not necessarily reflect the views of any other affiliated organization.

No Treaty, No Panic: Deterrence and Stability After New START 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.