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 Western Hemisphere is the de facto core position for undisputed U.S. power, integrity, and uncompromising sovereignty. While the U.S. commitment to Europe remains, European nation-states must step up to the plate and take charge of funding and leadership of their own defense. The segment on “civilisational erasure” is directly aligned with the position already made explicit by Vice President JD Vance in early 2025 at the Paris artificial intelligence conference in France and the Munich Security Conference in Germany.

One of the most meaningful merits of the NSS is its call to reposition economic security, industrial renaissance, and technological leadership at the heart of the U.S. strategy to deter and prevail in the event of military conflict. The NSS refrains from mentioning “major power competition,” opting instead for an acknowledgement of spheres of influence.  The NSS does not antagonizes China, instead framing it as an economic and technological competitor, rather than an ideological one. Sustaining American reshoring, reindustrialization, industrial base funding, technological edge, manufacturing supply chains, and access to critical materials, is what underwrites how the U.S. deals with China, deterrence postures notwithstanding. A clear focus on economic competition allows the NSS to remain as vague as possible on the potential for military confrontations in the Indo-Pacific.

Economy, Industry, Technology

In the 2025 NSS, the terms “economy/economic” are used 66 times and “industry/industrial” 19 times, including under “industrial base,” “industrial production,” and “industrial supply chains.” As for “technology/technological,” they appear 17 times. The core meaning of a dozen such mentions is captured as follows:

U.S. military power and diplomatic influence rest on a strong, resilient domestic economy. National security depends on rebuilding America’s industrial base, restoring economic self-reliance, and securing critical supply chains. Economic and technological competitiveness over the long term is essential to preventing conflict and sustaining global leadership. Further, the United States will actively protect its workers and firms from unfair economic practices.

American power requires an industrial sector able to meet both civilian and wartime production needs. Reindustrialization is a top national economic priority, aimed at strengthening the middle class and regaining control over production and supply chains. The U.S. will reshore manufacturing, attract investment, and expand domestic capacity, particularly in critical and emerging technologies. Hence a credible military depends on a robust and resilient defense industrial base.

Preserving merit, innovation, and technological leadership is essential to maintaining America’s historic advantages. Strengthening the resilience of the U.S. technology ecosystem, especially in areas such as AI, is a national priority and a foundation of global leadership. Thus, long-term success in technological competition is central to deterrence and conflict prevention.

Economic Security First

The 2025 NSS references industries primarily through a national-security lens, rather than civilian market categorization, including defense (industrial base, munitions production, weapons systems manufacturing, military supply chains), manufacturing (re-shored industrial production, domestic manufacturing capacity, wartime and peacetime production), energy (oil, gas, coal, nuclear) and its infrastructure and exports, strategic supply chains (critical materials, components and parts manufacturing, logistics and production networks), infrastructure, both physical and digital to be built at industrial-scale, and strategic technologies.

The 2025 NSS strategic technologies are artificial intelligence, explicitly cited as a comparative U.S. advantage; other critical and emerging technologies such as dual-use and strategic technologies tied to national power; defense and military technologie integrated with industrial and innovation advantages; intelligence and surveillance technologies such as monitoring supply chains, vulnerabilities, and threats; cyber technology including espionage, theft, and protection of intellectual property; industrial and manufacturing technologies aiming at re-shoring, reindustrialization, and advanced manufacturing; energy technologies directly linked to economic and national security; and sensitive technologies protected via aligned export controls.

The 2025 NSS treats economic power, industrial superiority, and technological edge as inseparable pillars of national security. Technology is framed less as a civilian growth driver and more as a strategic asset, a competitive weapon, and a deterrence multiplier. Civilian industry is subordinated to national resilience, mobilization capacity, and deterrence, reinforcing the 2025 NSS’s broader fusion of economic security, industrial policy, and military strategy. This constitutes an optimal response to the Chinese “civilian-military fusion” and “unrestricted warfare” model.

Space

While a mention of “space” appears only once on page 21 of the NSS, the second Trump administration published on December 18th an Executive Order “Ensuring American Space Superiority“ prioritizing lunar basing and economic development by 2030 with a clear focus on Artemis, cislunar security as a theatre, and space nuclear power on a schedule. To secure U.S. assets and interests from Earth orbit through cislunar space to the Moon, integrating commercial capabilities into the defense complex, reforming acquisition, and modernizing the nation’s military space architecture become paramount. Space traffic management and space situational awareness services are no longer solely provided by the U.S. government for free.

Repositioning the U.S. as an unrivalled economic-industrial-technological leader provides valuable opportunities to the Western Hemisphere and Indo-Pacific and Europe-Middle-East-Africa regions: “The goal is for our partner nations to build up their domestic economies, while an economically stronger and more sophisticated Western Hemisphere becomes an increasingly attractive market for American commerce and investment.” After 35 years of the West divorcing itself from Reality, we now face a technology-savvy tripolar world. The NSS, complemented by the Executive Order on Ensuring American Space Superiority, merely reflects a long overdue readjustment to 21st-century geopolitics. These are fundamentally the space, nuclear, and disruptive industries, focused in ways that achieve techno-strategic power.

Christophe Bosquillon is a Senior Fellow at the National Institute for Deterrence Studies. The views expressed are the author’s own.

Techno-Economic power at the heart of the 2025 U.S. National Security Strategy was originally published on Global Security Review.

Maritime ports authorize customs clearance and are involved in regulatory checks, ensuring compliance with national and international law. Ports perform most of these functions digitally. Maritime ports are now under serious threat of malicious cyberattacks that can disrupt and compromise port operations worldwide.

Industry is deeply interconnected, and a cyberattack on one major port can send shockwaves through global trade networks. Consider a scenario where a major port, responsible for handling millions of cargo containers, suddenly halts operations due to a cyberattack. Cranes freeze, logistics systems collapse, and cargo ships are left stranded at sea. This is not a hypothetical scenario; it is a real and escalating threat to global trade.

The maritime industry, long seen as the backbone of international commerce, now faces an urgent cybersecurity crisis. Ports are no longer just about cranes and cargo; they have evolved into digital ecosystems reliant on interconnected networks, automation, and artificial intelligence. As ports become smarter, they are also becoming more vulnerable. Cybercriminals are increasingly exploiting these vulnerabilities, causing financial losses, operational disruptions, and even national security risks.

Maritime cyberattacks are no longer rare occurrences, they are becoming alarmingly frequent. In 2023, a ransomware attack crippled more than 1,000 vessels by targeting a software provider used across the shipping industry. The attack forced the shipping industry to shut down its ShipManager system, affecting global supply chains. A year earlier, the Port of Lisbon suffered a cyberattack that took its website offline for days, with the ransomware group LockBit claiming responsibility and alleging that it had stolen financial reports, contracts, and ship logs.

In Germany, a 2022 cyberattack on two oil companies disrupted fuel shipments, forcing Shell to reroute supplies and exposing the vulnerabilities of critical maritime infrastructure. The 2017 NotPetya ransomware attack, which paralyzed Maersk and caused an estimated $300 million in damage, remains one of the most devastating cyberattacks in shipping history.

Ports are among the most attractive targets for cybercriminals. The motives behind these attacks vary as some hackers seek financial gain, while others aim to steal sensitive trade-related data, and some may even use cyberattacks as part of hybrid warfare.

The economic consequences are staggering, from ransom payments and insurance hikes to delays that can ripple across global supply chains. Beyond financial losses, cyber threats to ports pose serious security risks. For example, a well-coordinated cyberattack on a major port could disrupt military logistics, cripple trade networks, or even manipulate cargo data to facilitate smuggling and illicit trade.

Hackers carry the potential for unauthorized intrusion into ports’ digital networks and interrupt ports’ routine operation through malicious software attacks. The workforce involved in port management may be trapped into revealing sensitive data by clicking on malicious links. The hackers can also disrupt digital networks that regulate critical port infrastructure, such as cranes, pumps, and valves. Supervisory control and data acquisition (SCADA) systems can come under cyber threats disrupting routine functions. Nonstandard computing hardware like sensors, actuators, or appliances that transmit data from the network wirelessly are vulnerable to data theft.

Hackers can steal data such as cargo manifests, crew information, and financial records. They can also manipulate data, such as altering cargo manifests, or manipulate navigation systems. Hackers can also steal intellectual property, such as trade secrets or proprietary software.

Another pressing issue is supply-chain security. Ports rely on a complex web of third-party vendors for logistics, software, and cargo management. If one vendor is compromised, the entire port system could be at risk.

Hackers can also use unmanned aerial vehicles (UAVs) for surveillance means or to attack port infrastructure, such as damaging equipment or disrupting power supplies. Ports may be exposed to cyberattacks through third-party suppliers, such as logistics providers or maintenance contractors. Ports may be exposed to cyberattacks through cargo and containers, which may contain malicious devices or software.

Cybersecurity in the maritime sector is often treated as an afterthought. Many ports still operate with outdated software and weak security protocols, making them easy targets. Given the critical role of ports in the global economy, the widening cybersecurity gap is a growing challenge. Strengthening port security necessitates urgent regulatory mechanisms, some of which are proposed below.

Regulatory Mechanisms

To mitigate the growing cyber threat, ports should adopt internationally recognized cybersecurity frameworks. First, ports should adhere to the rules and protocols of the International Maritime Organization’s (IMO) Maritime Cyber Risk Management Guidelines, the National Institute of Standards and Technology (NIST) Cybersecurity Framework, and ISO 27001 standards. Implementing these frameworks will help establish clear security protocols and ensure that ports are prepared to defend against cyberattacks.

Second, network security should be reinforced by segmenting information technology (IT) and operational technology (OT) systems, preventing malware from spreading across critical infrastructure. Regular penetration testing and vulnerability assessments can further identify weak points before attackers do.

Third, investing in cybersecurity training for port workers is equally crucial. Many cyberattacks exploit human error—phishing e-mails, weak passwords, and social engineering attacks remain among the most common entry points for hackers. A well-trained workforce can serve as the first line of defense against these threats.

Fourth, leveraging artificial intelligence and machine learning for threat detection can enhance ports’ ability to identify cyber risks before they escalate into full-scale attacks. Artificial intelligence (AI)–led systems can monitor network activity in real time, flagging suspicious behavior and predicting potential breaches before they happen. In this regard, the strict security assessments of third-party vendors and blockchain-based cargo tracking can enhance transparency and reduce the risk of supply-chain cyberattacks.

Fifth, beyond prevention, ports should also be prepared to respond effectively to cyber incidents. For this, establishing cyber incident response teams (CIRT) can ensure that ports have trained professionals ready to mitigate and recover from cyberattacks swiftly.

Sixth, regular cyber drills and crisis simulations should be conducted to test response plans. This ensures that when an attack occurs, the damage is minimized, and recovery is swift.

Seventh, international collaboration to deal with these threats is essential. Governments, port authorities, and private stakeholders should work together to share intelligence, standardize security protocols, and invest in collective defense mechanisms.

Public-private partnerships can play a key role in funding advanced cybersecurity infrastructure, while international regulatory bodies like the IMO must enforce stricter cybersecurity mandates across the industry. Finally, as ports transition into smart ports, powered by the internet of things (IoT), AI, and automation, cybersecurity should be at the forefront of maritime security strategies. Emerging technologies like quantum computing and zero trust architecture will play a crucial role in strengthening digital defenses, but ports should remain vigilant. The very technologies designed to enhance security could also introduce new vulnerabilities if not properly managed.

Cybersecurity is no longer just a technical issue; it is a fundamental pillar of modern port management. If cybersecurity continues to be treated as an afterthought, the next major cyberattack could bring global trade to a standstill. Ports are the lifelines of the world economy, and securing them is not just about protecting data, it is about safeguarding the stability of international commerce and national security.

Maryyum Masood is working as a Research Officer & Associate Editor at the Center for International Strategic Studies (CISS) Islamabad. She is an MPhil scholar in the Department of Strategic Studies at the National Defense University (NDU) Islamabad.

Rizwana Abbasi is an Associate Professor of Security Studies at the National University of Modern Languages, Islamabad, a non-resident Fellow of the Center for International Strategic Studies (CISS), Islamabad, and a Visiting Fellow at the Central European University of Austria.

Cybersecurity Framework for Maritime Port Management 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.