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.

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.

Since the beginning of the nuclear age, the international community consistently made efforts toward disarmament. However, the world saw both vertical and horizontal nuclear proliferation. Nuclear-armed states are modernizing their nuclear forces.

Although there are notable breakthroughs in efforts to reach agreements on arms control and disarmament, the world remains far from achieving disarmament goals and is still on a long quest to eliminate nuclear weapons. Nuclear weapons hold a key place in security policy.

The latest report by the Stockholm International Peace Research Institute (SIPRI) says nearly all nuclear-armed states, including the United States, the United Kingdom, France, Russia, China, India, Pakistan, Israel, and North Korea, are modernizing and upgrading their nuclear capabilities. Consequently, a perilous new nuclear arms race is emerging, and reliance on nuclear weapons is increasing. This inevitably raises the question, is nuclear disarmament still logical and relevant?

Signed in July 1968, the Nuclear Non-Proliferation Treaty (NPT), is considered the first major step aimed at preventing nuclear proliferation and ensuring disarmament, including the recognized nuclear powers under the treaty. Article VI of the NPT emphasizes the pursuit of negotiations in good faith to bring an end to the nuclear arms race, achieve nuclear disarmament, and promote general disarmament by nuclear-armed states. Article VI serves as the foundation for global efforts such as the Comprehensive Nuclear Test Ban Treaty (CTBT) and the Treaty on the Prohibition of Nuclear Weapons (TPNW).

However, nuclear weapon states under the NPT are not adequately fulfilling their obligations and commitments under Article VI and instead continue to modernize their nuclear capabilities. They even provide support to their allies on nuclear matters in clear violation of the treaty. The Australia-UK-US (AUKUS) deal and the Nuclear Supplier Group’s waiver to India are cases in point. It is important to note that nuclear weapon states are primarily responsible for progressing disarmament. Under the NPT, the division between nuclear weapons states and non–nuclear weapon states is not supposed to be permanent as all NPT parties will move to non–nuclear weapon states.

The current geopolitical landscape regarding nuclear proliferation, nonproliferation, counter-proliferation, and disarmament indicates a deadlock in the pursuit of a global zero (GZ). Two key terms, conceptualized in this article, may help explain the shortcomings in nuclear disarmament efforts under the grand bargain. The first is the security betrayal trap (SBT), which refers to a situation where security guarantees are betrayed, leaving a country exposed and vulnerable. The second is disarmament deception syndrome (DDS), a pattern of negative consequences resulting from false promises made during the disarmament process.

This situation is exacerbated by the fear of cheating among the nuclear-armed countries, “If we disarm, others might not.” Hence any proactive action would leave some at some disadvantage vis-à-vis adversaries.

The latest SIPRI report suggests that countries are modernizing their nuclear arsenals with a greater reliance on nuclear weapons, which undermines the efforts of arms control and disarmament. The abandonment of bilateral arms control treaties between the United States and Russia, alongside the failure to develop multilateral treaties on the subject, led to a lack of faith in arms control and disarmament.

In South Asia, India’s prestige-driven global ambitions and expansion of its nuclear arsenal beyond a credible minimum deterrent is complicating security dynamics in the region and beyond. This is further worsened by a purported strategic chain with cascading-downward influence on arms control, nuclear risk reduction, crisis management, confidence-building, and strategic stability in South Asia—induced by extra-regional powers. While offering no cascading upward stimuli for bringing regional stability, there are biases and discriminatory norms governing nonproliferation regimes and arms control and disarmament negotiations at the conference on disarmament (CD).

This suggests not only why nuclear disarmament is not happening, but it also explains skepticism over the future of disarmament. For instance, Ukraine presents a novel case of SBT and questions the negative and positive security assurances/guarantees in conventional as well as nuclear terms. The Ukraine paradox cautions other countries, in a DDS, that their survival rests with nuclear weapons of their own. Even confidence in the nuclear umbrella and assurance by treaty allies is eroding. NPT-member states are yearning for nuclear weapons and pose the greatest danger of proliferation.

Ukraine regrets abandoning its inherited nukes in the wake of its ongoing war with Russia. The withdrawal of North Korea from the NPT and the lesson it learned are that nukes are key to national survival. Similarly, Iran’s pursuit of nuclear capability is considered inevitable for the country’s national security. In this geopolitical context, it is hard to make countries believe in any negative as well as positive security in return for disarmament and de-nuclearization.

Disarmament is also unlikely in today’s world due to the changing technological landscape. Countries with advanced technologies and space-based capabilities can still threaten the survival of their enemies.

Emerging technologies are leading to increased conventional imbalances between rivals, which heightens reliance on nuclear weapons for crucial security interests and could, therefore, serve as the ultimate deterrent. Moving toward disarmament requires five actions. First, there is a need for legally binding agreements to address the threats posed by emerging technologies. Second, nuclear powers should not support their allies’ nuclear pursuits. Third, effective multilateral arms control agreements are required. Fourth, it is important to address biases within global frameworks. Finally, confidence-building measures (CBMs) between rivals are needed to resolve long-standing disputes, help prevent arms races, reduce nuclear risks, and build hope for disarmament in the future.

Sher Ali Kakar is an Associate Director of Research with a focus on Nuclear and Strategic Affairs at Balochistan Think Tank Network (BTTN), at BUITEMS Quetta. Atta Ullah is a Research Fellow with a focus on Nuclear and Strategic Affairs at Balochistan Think Tank Network (BTTN), at BUITEMS Quetta. Views expressed in this article are the authors’ own.

Illogic of Nuclear Disarmament in the Contemporary Era was originally published on Global Security Review.

Given these doubts, European political leaders have expressed a determination to increase their defense budgets and upgrade their armed forces and defense industrial bases. For example, European Community leaders met in early March to discuss the urgency of rearmament and the possible shift in American commitment to the defense of Ukraine and/or Europe altogether. The president of the European Commission noted that Europe faces a “clear and present danger” from the possibility of an asymmetrical peace agreement favorable to Russia followed by a more ambiguous American commitment to the defense of Europe.

European concerns are understandable, but the possibility that free Europe can establish a self-sufficient deterrent against further Russian political coercion or military aggression, apart from US security guarantees, is remote. An effort to bisect American national security from that of Europe would be politically unwise, weaken deterrence, and open the door to piecemeal disintegration of the transatlantic partnership that served leaders during the Cold War and thereafter. Four aspects of this issue merit specific consideration.

First, NATO is the strategic and military embodiment of shared security commitment and risk among member-states. NATO’s totality of conventional and nuclear military strength, supported by its political unity, is the linchpin for credible deterrence against Russian revanchism. Collectively, NATO members have the resources, including conventional forces for modern combined arms battle and the defense industrial base for protracted conflict, to deter any repetition of Russia’s invasion against Ukraine or any Russian attack on the alliance. American commitment to European defense ensures that its strategic nuclear forces support deterrence across the entire spectrum of conflict, including possible Russian nuclear political coercion or first use.

Second, President Trump, on his best and worst days, tends to see international relations as entirely transactional. This may work when dealing with trade or tariff matters but not matters of war and peace. American entanglement with the security of Europe is not only transactional; it is also existential. European and American defense and deterrence requirements are joined at the hip, notwithstanding occasional spats and acrimony over the details of military planning and defense economic priorities. American politicians complain that the United States should try to avoid getting stuck in another “forever war” in Ukraine but Ukraine is not Iraq or Afghanistan.

A victory for Putin in Ukraine opens the door to European vulnerability that Russia will later exploit at a higher cost in blood and treasure for the United States and its European partners.

Therefore, it follows that the US decision in early March to suddenly suspend American military assistance and intelligence sharing with Ukraine was ill advised and poorly timed. Although holding back equipment deliveries might take some months to impact events at the front, failure to share timely intelligence could impact immediately on Ukraine’s ability to strike key Russian targets, including logistics hubs, command centers, and troop concentrations. Thus, the suspension sent the wrong message to Ukraine and to Russia about allied steadfastness as preliminary ceasefire and peace negotiations were taking place in Saudi Arabia.

Third, messaging of American commitment to peace and security in Europe also involves the decisions about modernization of the American nuclear deterrent and supporting infrastructure. This has a number of components. First, the US is replacing all three legs of its strategic nuclear triad. The Trump administration also wants to deploy the sea-launched cruise missile, to replace some existing nuclear warheads with upgrades, and to provide additional limited nuclear options for contingencies short of general nuclear war.

Fourth, American defense planning for each potential theater of war will continue to emphasize a spectrum of options including both conventional and nuclear weapons. The US must maintain credible deterrence against the combined forces of China and Russi, not only with respect to the possible outbreak of conventional war in Asia or Europe, but also with regard to the threat of nuclear first use or first strike against American allies or the American homeland.

In this respect, another challenge to deterrence lies in the increasing capability of conventional weapons for use against targets previously assigned to nuclear weapons, and, conversely, the attractiveness for some parties of low-yield nuclear weapons for use against targets previously assigned only to conventional weapons.

The challenges in meeting the preceding standards for deterrence in Europe and beyond are enormous. First, they include the evolving international security environment in which an emerging multipolar realignment places a coalition of China, Iran, North Korea, and Russia at cross-purposes with US and allied visions for world order in Europe and Asia. Second, the challenges involve the significance of emerging technologies for long-range precision strike, missile and air defenses, cyber deterrence and war, space conflict, and continuing developments in autonomous warfare. Third, the costs for maintaining deterrence in Asia and Europe are enormous and Europe cannot expect the United States to foot the bill.

Some American allies in Asia and Europe expressed a willingness to increase their defense budgets and their degrees of readiness for local or regional conflict. More demanding times are ahead. In short, there is no “Eurodeterrent” without the United States and vice versa.

Stephen Cimbala, PhD, is a distinguished professor at Penn State-Brandywine and a Senior Fellow at the National Institute for Deterrence Studies.

Euro-deterrence and the Quest for Peace in Ukraine was originally published on Global Security Review.

This important agreement, which places limits on strategic nuclear arsenals and provides verification mechanisms, may face an uncertain future under Trump’s leadership. During his first term, President Trump demonstrated a dislike of arms control, a trend that could seriously undermine multilateral efforts in maintaining global strategic stability.

 Trump’s Arms Control Record

 During Trump’s first term, the United States withdrew from the Intermediate-Range Nuclear Forces (INF) Treaty, a landmark agreement with Russia that had eliminated an entire class of nuclear weapons. While the US cited Russian violations of the treaty as the reason for American withdrawal, the move is concerning for European security and removes a crucial safeguard against nuclear escalation.

Trump also expressed skepticism toward extending New START, instead demanding the inclusion of China in future agreements. While China is increasing its nuclear capabilities, its nuclear arsenal remains smaller than the American and Russian arsenals. Trump’s insistence on China’s inclusion delayed negotiations, nearly causing the treaty to lapse even before the Biden administration secured its five-year extension.

These actions reflect a broader pattern of undermining multilateral arms control frameworks. Trump’s transactional approach prioritizes American advantage over long-term global stability, raising concerns about the future of arms control agreements under his leadership. Given his resounding victory in the recent election, the American people support his “America first” agenda, which will embolden Trump’s efforts to pursue his approach further.

 The Risks of Unilateralism

 Arms control agreements like New START, the Nuclear Non-Proliferation Treaty (NPT), and the now-defunct INF Treaty historically relied on multilateral cooperation to reduce the risks of nuclear conflict. These agreements were/are built on principles of mutual trust, verification, and a shared commitment to minimizing the threat of nuclear escalation. Russia’s suspension of New START and increasing US-China and US-North Korea tensions further empower Trump’s unilateralism. Taken together, the already fragile architecture of global arms control is likely to fracture.

If Trump allows New START to expire or pursues a renegotiation on his terms, the consequences could be severe, with both openly increasing their strategic nuclear forces.

A Fragmented Global Landscape

 The dissolution of New START would not only impact Russo-American relations but also have negative implications for global security. European NATO member states are, however, more concerned about the credibility of NATO’s nuclear deterrent. The bigger threat is Trump’s withdrawal from NATO, which could spur NATO member-states to expand their own arsenals in nuclear-sharing arrangements, while others might consider developing independent nuclear capabilities. This fragmentation could destabilize the transatlantic alliance and further weaken the global arms control regime.

Beyond Europe, arms control agreements are importantly observed by all states. In the Middle East, where tensions are already high, countries like Iran countries might accelerate its nuclear program. Similarly, North Korea may interpret American instability in arms control as an opportunity to modernize its arsenal.

Emerging Technologies and Strategic Instability

The erosion of multilateralism in arms control is compounded by the rise of emerging technologies such as hypersonic missiles, artificial intelligence, and cyber warfare. These advancements could transform the nature of modern conflict, introducing new challenges that traditional arms control frameworks are ill-equipped to address.

Under Trump’s leadership, the US is likely to prioritize investments in these technologies, potentially at the expense of traditional arms control efforts. For example, Trump’s first term emphasized missile defense systems, which Russia perceives as destabilizing. In response, Moscow invested heavily in countermeasures like hypersonic weapons. The potential weaponization of space and advancements in cyber capabilities further complicates the strategic landscape, creating new risks of miscalculation and escalation.

Lessons from History and the Importance of Multilateralism in Arms Control

The history of arms control offers valuable lessons about the importance of cooperation. Agreements like the INF Treaty and the Anti-Ballistic Missile Treaty were not merely symbolic but played critical roles in reducing nuclear risks during the Cold War. These treaties demonstrated that even adversaries could find common ground in the pursuit of mutual stability.

To mitigate risks, the international community must reaffirm its commitment to multilateral arms control. Organizations like the United Nations and NATO have a critical role to play in facilitating dialogue and promoting transparency. Only through a renewed commitment to multilateralism can the world hope to navigate the complex challenges of the 21st century and maintain global stability in the face of evolving threats.

Syed Ali Abbas is a Research Officer at the Center for International Strategic Studies in Islamabad. Views expressed in this article are the author’s own.

Trump 2.0: Unilateralism and the Future of Arms Control was originally published on Global Security Review.

Specifically, if the United States does not reduce government spending and reduce the national debt, the nation’s ability to modernize the nuclear arsenal and keep pace with rapid technological advancements is not possible. It is time for a “guns versus butter” debate that ultimately reigns in domestic spending.

The relationship between economic power and military strength is well-documented. As Paul Poast notes, “Money is power.” Paul Kennedy’s research empirically shows, from the Roman Empire to the Cold War, that economic decline often precedes the erosion of military dominance. In today’s context, the United States faces a growing national debt, projected to surpass $50 trillion by 2033, according to the Congressional Budget Office. While this staggering figure is often discussed in terms of domestic economic consequences, such as inflation and interest rates, its implications for national security are equally alarming. The costs of servicing this debt, combined with rising entitlement spending, will leave fewer resources available for defense.

Deterrence and the Need for Modernization

Deterrence, particularly nuclear deterrence, is the bedrock of American security strategy since the end of World War II. The ability to deter adversaries—whether through nuclear capabilities or advanced conventional forces—depends on maintaining a credible threat of retaliation. This requires not only a robust military infrastructure but also a commitment to modernization.

The American nuclear arsenal, a cornerstone of deterrence, is aging. The nuclear triad—comprising land-based intercontinental ballistic missiles (ICBM), ballistic missile submarines, and strategic bombers—was largely developed during the Cold War. Many of these systems are nearing the end of their operational lives, and without significant investment, they will soon become less effective. The Sentinel ICBM program and the Columbia-class submarine are critical components of this modernization effort, but they come with hefty price tags. The Department of Defense estimates that modernizing the nuclear triad will cost over $1.5 trillion over the next 30 years.

This modernization is not optional. As adversaries like China and Russia expand their nuclear capabilities, failure to update our arsenal would undermine the credibility of American deterrence. In addition, North Korea’s continued nuclear development and Iran’s pursuit of nuclear weapons only increase the need for a reliable deterrent. However, modernization is only possible with sustained investment. If the US continues its current fiscal trajectory, defense spending will only decline, as it already has, by the growing demands of interest payments on the national debt and mandatory spending on programs like Social Security and Medicare.

Technological Advancements: The New Frontier of Deterrence

Beyond nuclear modernization, the future of deterrence will be defined by emerging technologies. As Michael Horowitz notes in his 2020 article, artificial intelligence (AI), quantum computing, autonomous drone warfare, cyber warfare, and hypersonic weapons are reshaping the nature of conflict. These technologies have the potential to transform military operations by providing advanced capabilities for precision strikes, autonomous systems, and cyber operations that can incapacitate an adversary’s critical infrastructure without the need for traditional warfare.

However, the integration of these technologies into the American defense apparatus requires substantial investment in research, development, and deployment. China is already making significant strides in AI and quantum technologies, while Russia continues to prioritize hypersonic weapons development. The US cannot afford to fall behind in this technology race, as the consequences for deterrence are dire. A nation that lacks cutting-edge capabilities risks becoming vulnerable to both traditional and non-traditional forms of warfare.

Yet, technological innovation is expensive. Maintaining a competitive edge in AI, cyber capabilities, and other advanced technologies requires not only a well-funded military but also a robust industrial and academic infrastructure. If government spending continues to spiral out of control, the funds necessary to develop and integrate these technologies will be diverted to service the national debt or shore up social welfare programs. This creates a vicious cycle in which the American military falls further behind while adversaries close the gap—or even surpass the United States—in critical areas.

The Economic Roots of Military Power

The decline in military readiness that results from unchecked government spending and rising debt is not hypothetical. Historical examples illustrate the dangers of economic mismanagement leading to military weakness. The Soviet Union, for instance, collapsed, in part, because it overextended itself militarily while failing to manage its economic challenges. While the US is far from Soviet-style economic collapse, the lesson is clear; no nation can maintain military dominance without a strong economic foundation.

Paul Poast, a leading scholar on the political economy of security, highlights the importance of economic capacity in sustaining military power. Military expenditures are only sustainable if the state has the economic resources to support them. Poast argues that focusing solely on military budgets without addressing the underlying economic conditions that make those budgets possible is a recipe for disaster.

In the American case, the growing national debt is directly threatening the economic foundation necessary for sustained military investment. Interest payments on the debt already consume $900 billion each year, and that figure is expected to rise significantly in the coming decade. As interest rates increase, so will the cost of servicing the debt, leaving fewer funds available for national defense. Without a course correction, this fiscal irresponsibility will leave the US incapable of maintaining its military superiority, much less modernizing its forces for the future.

The Path Forward: Fiscal Responsibility as a National Security Imperative

To avoid this grim future, the US must prioritize fiscal responsibility as part of its broader national security strategy. There are no historical examples of any nation borrowing its way to prosperity. This begins with reining in government spending and reducing the national debt. While this may require difficult political choices—such as reforming entitlement programs or scaling back certain discretionary spending—the alternative is far worse. A nation that cannot afford to invest in its defense is a nation that cannot defend itself.

Moreover, reducing the national debt would free up resources for the investments necessary to modernize the nuclear arsenal and integrate emerging technologies into the military. By putting the nation’s fiscal house in order, it is possible to ensure that the US remains a global leader in both traditional and technological forms of deterrence. Failure to do so risks not only economic consequences but also the erosion of America’s ability to defend its interests and allies in an increasingly volatile world.

The political economy of security is not just about guns and bombs—it is about dollars and cents. If the nation fails to address the growing national debt, the US will prove unable to modernize its nuclear arsenal or keep pace with the technological change that is defining the future of warfare. Fiscal responsibility is not just a domestic issue; it is a national security imperative. Only by controlling spending and reducing debt can deterrence remain credible.

By taking the necessary steps now, the nation can secure a future where America’s deterrent capabilities remain strong and its security unassailable. Failing risks a future where deterrence fails, and with it, the ability to protect the nation and its allies. The stakes could not be higher.

Aaron Holland is a PhD candidate at the University of Utah and an Analyst at the National Institute for Deterrence Studies.

The Political Economy of Security was originally published on Global Security Review.