Tech

The technologies rewriting deterrence

Compute, chips, autonomy and the physical infrastructure of the internet — the layer where strategic advantage is currently being decided.

~$400bn+

Global AI capex

Hyperscaler data-centre spending run-rate, 2025–26 guidance

~$700bn

Semiconductor market

Annual industry revenue — WSTS / SIA estimates

~90%

Advanced-node concentration

Sub-5nm logic fabricated in Taiwan — TSMC / analyst estimates

~12,000

Active satellites in orbit

Majority in LEO constellations — ESA space environment report

~600

Submarine cable systems

Carrying over 95% of intercontinental data — TeleGeography

~150–200

Annual cable faults

Mostly anchors and trawlers; repairs take days to months

Trends to watch

AI in early warning and command

Deploying

Machine-assisted threat classification compresses the time between detection and decision. Useful against saturation attacks, dangerous when a false positive reaches a launch discussion. Both Washington and Beijing have signalled that humans must stay in the nuclear decision loop, but no treaty codifies it.

Semiconductor export controls

Escalating

Advanced GPU and lithography controls have turned chips into the primary instrument of technological statecraft, pushing China toward domestic tooling and legacy-node oversupply that reshapes global pricing.

Drone and counter-drone warfare

Mature

Cheap one-way attack drones put precision strike in the hands of non-state actors. The cost asymmetry — a $20k drone against a $2m interceptor — is the defining defence-economics problem of the decade.

Hypersonic delivery

Fielded

Glide vehicles and air-breathing missiles shorten warning times and blur conventional from nuclear payloads, which is precisely the ambiguity arms-control regimes were built to remove.

Undersea cable security

Contested

Almost all intercontinental data crosses a handful of routes, several through the Red Sea. The 2024 Seacom/AAE-1/EIG cuts degraded connectivity across East Africa, the Gulf and South Asia at once.

Space and counter-space

Contested

Early warning, navigation and command all depend on satellites, making anti-satellite capability a first-move escalation lever — and LEO constellations a new category of dual-use infrastructure.

Cyber operations against infrastructure

Persistent

Pre-positioning inside power, water and telecoms networks is now standard peacetime practice among major powers, designed to be usable as leverage in a crisis rather than detonated immediately.

Digital build-out in the Horn

Growing

Mobile money, fibre and regional data centres are creating genuine economic opportunity alongside new dependency and surveillance risks, with landing stations concentrated in Djibouti and Mombasa.

Live technology dashboard

AI, chips, space, subsea and cyber coverage, refreshed every 5 minutes