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.

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.