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.

India is the third-largest energy-consuming country in the world, with a rapidly growing population and major developing industries. A significant amount (80 to 85 percent) of India’s needed energy comes from coal and crude oil, which are nonrenewable energy sources and more cost-effective than wind and solar. To acquire cleaner and cheaper energy, India sees nuclear energy as the best available option.

India intends to produce 100 gigawatts of electricity solely from nuclear power by 2047. The uranium deal with Canada, therefore, will help to fuel India’s existing fleet of pressurized heavy-water reactors. However, the uranium supplied under this deal has the potential to aid civilian purposes, but it also can serve military purposes. While keeping the contentious past of India’s uranium misuse, one can predict that India can divert this material to military purposes as it has done by managing to divert plutonium produced in the CIRUS (Canada-India Reactor Utility Services) reactor.

The CIRUS reactor was a 40-megawatt heavy-water research reactor that Canada supplied to India in the 1950s for peaceful purposes. It later produced weapons-grade plutonium for the 1974 “Smiling Buddha” test and enough material for dozens of warheads by the time it shut down in 2010. India’s Dhruva reactor, modelled on CIRUS, has operated since 1985 and continues to produce 20–25 kilograms of weapons-grade plutonium annually outside full safeguards. Canada no longer builds reactors in India and will only supply uranium for safeguarded civil reactors. Still, this agreement can free up India’s domestic uranium holdings for its unsafeguarded, military-linked facilities.

As a signatory to the 1970 Non-Proliferation Treaty (NPT), Canada was shocked to discover its reactor supported the Indian nuclear weapons program, ending a nuclear relationship with India that had been ongoing since the 1950s. However, Canada quietly restarted a relationship with India in 1989 at the behest of Atomic Energy of Canada Limited and the CANDU Owners Group.

Although still staunchly opposing proliferation, Canada has relaxed certain restrictions in its relations with India to expand overall trade between the two countries to $30 billion by 2030. This was likely one such response to smooth over numerous diplomatic disputes between the two countries, resulting from allegations that India had been involved in the death of a Canadian citizen. Hardeep Singh Nijjar, a Canadian citizen and Sikh separatist activist, was shot and killed outside a gurdwara in Surrey, British Columbia in June 2023. A few months after Nijjar’s assassination, former Prime Minister Justin Trudeau said agencies were investigating “credible allegations” of possible involvement by Indian government agents.

Despite India and Canada expelling each other’s diplomats after the killing, the new uranium deal shows that economic interests generally outweigh political interests over time. The uranium agreement further illustrates the double standard in many global nuclear arrangements: many large countries often temporarily or permanently suspend or relax the rules for their favored trading partners. Although India is not a signatory to the NPT, it has received support from many states to join the multinational Nuclear Suppliers Group.

India is also pursuing thorium and small-modular reactors (SMRs) to tap its vast thorium reserves in its three-stage nuclear program. While thorium is touted as more proliferation-resistant—thorium itself is non-fissile and only breeds the fissile isotope uranium-233 while in the reactor core— India’s reprocessing expertise and unsafeguarded facilities could extract the material from spent fuel for military users. SMRs will increase risk through mass deployment across Indian sites that have spotty oversight being a non-NPT state; therefore, expanding dual-use options rather than limiting them.

Even though the new uranium agreement between New Delhi and Ottawa aims to enhance India’s energy policy, several challenges and concerns remain regarding stability in South Asia. Namely, India is continuing to develop its nuclear arsenal. The international community should play a role in promoting greater balance: real non-proliferation means the equal and consistent application of non-proliferation policies, not the selective and convenient exemptions granted to India. By fostering greater equality among states, the risks associated with an unstable nuclear order can be reduced.

Musavir Hameed Barech is currently serving as Research Officer at Balochistan Think Tank Network, Quetta, Pakistan. He can be reached at his email: musavirkhan88@gmail.com. The views of the author are his own.

India and Canada Thaw Frosty Relationship to Push Uranium Deal was originally published on Global Security Review.