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

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

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

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

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

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

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

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

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

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

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

Japan and the Republic of Korea (ROK), as key American allies, should strengthen their conventional military capabilities, both offensive and defensive, to reinforce regional deterrence. Two critical steps are needed. First, Japan and South Korea must expand their capabilities to neutralize North Korea’s missile launchers. Second, Japan’s defense architecture should be aligned with South Korea’s Three-Axis System to create an integrated deterrence framework.

So far, to address concerns over potential nuclear decoupling, the US, Japan, and South Korea have explored multiple options. In addition to Washington’s repeated assurances that its nuclear extended deterrence remains intact, discussions have included modernizing American nuclear weapons, expanding nuclear-sharing agreements, redeploying tactical nuclear weapons to South Korea, and even the possibility of South Korea developing its own nuclear arsenal.

However, South Korea acquiring nuclear weapons remains highly improbable due to its significant political costs. From the 1960s to the 1980s, North Atlantic Treaty Organization (NATO) member-states feared the US might hesitate to retaliate with nuclear weapons if the Soviet Union launched a nuclear strike on Europe. While NATO pursued multiple strategies—most notably the dual-key system and the deployment of Pershing II missiles—these measures never fully resolved nuclear decoupling concerns.

Ultimately, NATO never confronted the full extent of this dilemma as the Soviet Union collapsed in 1991. Since the issue lies not in the US’s ability to retaliate but in its willingness to do so under specific conditions, the most practical approach is to adopt deterrence measures that North Korea perceives as credible.

First, Japan and South Korea should prioritize expanding their capabilities to neutralize North Korea’s nuclear missile launchers. A key advantage for the US, Japan, and South Korea—compared to NATO during the Cold War—is that North Korea is estimated to have around 50 nuclear warheads, far fewer than the tens of thousands in the Soviet arsenal.

In this context, Japan’s planned acquisition of enemy base strike capabilities should focus not only on expanding the number of available strike assets but also on improving their precision and destructive power to ensure maximum effectiveness against North Korean launch sites. At the same time, South Korea’s kill chain should further enhance its deep-strike capabilities by increasing assets like the Hyunmoo-4 missile, which is designed to penetrate deeply buried facilities.

Additionally, South Korea’s Drone Operations Command, established in 2023, should undergo a major expansion in drone assets capable of effectively detecting, tracking, and striking North Korean missile launchers. By integrating high-precision missiles and unmanned systems, both Japan and South Korea can significantly reduce North Korea’s ability to deliver nuclear strikes, thereby reinforcing deterrence.

Second, as Japan and South Korea expand their strike capabilities, Japan’s defense architecture should be aligned with South Korea’s Three-Axis System. This integration would allow both countries to allocate their finite military assets more effectively when targeting North Korea’s nuclear-related ground units. For example, given the geographic distance, Japan could focus on striking fixed targets such as command centers and underground missile storage sites while South Korea concentrates on eliminating mobile launchers that require rapid response and precision strikes.

Additionally, harmonizing Japan and South Korea’s missile defense structures would improve the likelihood of intercepting North Korean missiles. While Japan has developed its missile defense in close coordination with the United States, South Korea has opted to develop its own independent missile defense system, instead of fully integrating into the American-led ballistic missile defense framework.

However, aligning the two countries’ missile defense systems would significantly enhance regional interception capabilities. A fully integrated defense network would not only establish a more layered interception system against incoming North Korean missiles but also enable earlier response times—as Japan and South Korea deepen their real-time missile-tracking cooperation—South Korea’s response times could improve further. By improving both offensive and defensive coordination, Japan and South Korea can maximize deterrence and reduce North Korea’s nuclear strike effectiveness.

By implementing these measures, North Korea would be left with only a limited number of launchers capable of delivering nuclear weapons. While it is possible that some missiles could still be launched from the remaining launchers and a few might evade American missile defenses, North Korea would have to consider allocating few nuclear warheads against Japan, South Korea, and the United States. This would be necessary both to achieve its long-term political objectives and to deter US-ROK combined forces and US Forces Japan (USFJ) from retaliating in the short term.

Moreover, North Korean leadership would face significant uncertainty about whether its remaining nuclear missiles could successfully penetrate American missile defenses. In essence, by increasing their conventional strike capabilities and aligning their military strategies, Japan and South Korea could ensure that a substantial number of North Korean launchers are neutralized. This would force Pyongyang to operate with significantly reduced military options, making its attempt to create nuclear decoupling less credible.

However, this strategy is only viable as long as North Korea’s nuclear arsenal remains limited. If Pyongyang dramatically expands its warhead stockpile and launch platforms, conventional deterrence alone will no longer be sufficient, and the risk of nuclear decoupling will escalate beyond control. The US, Japan, and South Korea must act decisively—before the balance of power shifts irreversibly in North Korea’s favor. Time is running out.

Dr. Ju Hyung Kim, CEO of the Security Management Institute, a defense think tank affiliated with the South Korean National Assembly, is currently adapting his doctoral dissertation, “Japan’s Security Contribution to South Korea, 1950 to 2023,” into a book.

Strengthening Nuclear Deterrence in the Far East 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.