Security

FSI scholars produce research aimed at creating a safer world and examing the consequences of security policies on institutions and society. They look at longstanding issues including nuclear nonproliferation and the conflicts between countries like North and South Korea. But their research also examines new and emerging areas that transcend traditional borders – the drug war in Mexico and expanding terrorism networks. FSI researchers look at the changing methods of warfare with a focus on biosecurity and nuclear risk. They tackle cybersecurity with an eye toward privacy concerns and explore the implications of new actors like hackers.

Along with the changing face of conflict, terrorism and crime, FSI researchers study food security. They tackle the global problems of hunger, poverty and environmental degradation by generating knowledge and policy-relevant solutions. 

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Washington’s alliances are under immense strain. Many allies and partners are subject to increased threats from great-power adversaries, and they are coming to doubt whether they can rely on the United States. The response to these pressures is to rearm. Like the United States itself, U.S. partners across Asia, Europe, and elsewhere are building up their defense industrial and technological bases to improve their ability to project power, deter enemies, and prevail in a protracted conflict.

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America and Its Allies Must Pool Their Efforts

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Foreign Affairs
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In June 2025, Ukraine’s security services staged an audacious strike inside Russia. They infiltrated the country and hid short-range attack drones in cargo trucks near a slew of Russian air bases as far away as the Amur region on the border with China. Most of these bases were home to Russian strategic heavy bombers—aircraft capable of carrying nuclear weapons. Using Russia’s mobile phone network, Ukrainian operatives remotely launched the drones, successfully destroying at least ten of the bombers and damaging a total of 41 planes, including some used for nuclear command and control, according to Ukrainian assessments.

Known as Operation Spider’s Web, this assault was a remarkable gambit. The most significant aspect of the attack, however, was not its astonishing cost ratio—as one analyst put it, “a single drone costing just $500 destroyed a strategic bomber worth tens of millions of dollars”—or its ingenuity in hijacking Russian telecommunications, but the fact that it could happen at all. As part of its long-standing doctrine, Moscow had insisted that a conventional attack on its strategic assets could provoke a nuclear response. But that did not stop Kyiv. Ukraine was willing to go after Russia’s nuclear capabilities, and Russia was unable to prevent their destruction.

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Rose Gottemoeller
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Iran’s nuclear program remains a profound strategic challenge for both the United States and Israel, despite the consecutive joint aerial campaigns launched against it in June 2025 and February 2026. While these operations significantly degraded, temporarily, Tehran’s conventional military infrastructure, missile arsenals, and nuclear facilities, they failed to secure a medium to long-term resolution, due to Iran’s demonstrated capacity to rapidly reconstitute them.

In May 2026, the Trump administration attempted to resolve the impasse by negotiating an interim memorandum of understanding (MOU) intended to eventually lead to a permanent agreement with Iran. By early June 2026, the talks had stalled, with both sides reportedly hardening their positions. Iranian officials also conditioned any further progress on Israeli restraint in Lebanon and Gaza, effectively suspending the MOU track and turning Lebanon into the immediate diplomatic spoiler. At this stage, early June 2026, the conflict’s trajectory remains uncertain. Given the fluidity of events, the analysis offered here reflects the information available at the time of writing; a renewed outbreak of war cannot be ruled out, but at the same time, discussion of the MOU outline remains important.

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The Caravan Notebook
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Or (Ori) Rabinowitz
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Civil wars, interstate wars, and terrorism receive a great deal of media and policy attention, for good reasons. By contrast, the major forms of interpersonal violence—homicide, intimate partner violence, and severe physical punishment of children—generally have a much lower profile.

In Worse than War, Anke Hoeffler and James Fearon assemble and analyze the data on the global prevalence and costs of collective and interpersonal violence. They show that interpersonal violence is vastly more widespread and imposes far greater societal costs than collective violence. Wars tend to be concentrated in a small number of countries, and often relatively small areas within them. By contrast, almost all countries have rates of homicide and nonfatal assault, particularly of women and children, that far exceed the global average rates of death and injury in wars and terrorism.

Hoeffler and Fearon argue that high rates of interpersonal violence are not simply fixed by culture or other structural factors. Evidence from a host of program evaluations, natural experiments, and longer-term social movements make it clear that rates of homicide, intimate partner violence, and severe physical punishment of children can be reduced if they are effectively targeted. Interventions that promote peace in civil war–torn countries are also possible, but the opportunities are few and increasingly far between. Drawing on ideas and methods from many fields—economics, political science, public health, psychology, sociology, and others—the authors show that money and policy efforts directed toward reducing interpersonal violence thus merit higher priority both within countries and by international donors.

Purchase the book at press.princeton.edu

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An empirically powerful account of why interpersonal violence across the globe exacts a far greater cumulative cost on society than war and terrorism combined

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James D. Fearon
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A new front has opened in the U.S.-China competition in artificial intelligence: open-weight, local AI models. Until recently, the most capable AI models were too big and too costly to run anywhere but in giant data centers packed with expensive, specialized chips. But now these systems are rapidly migrating from the cloud to consumer hardware—including laptops and mobile devices—where they can answer questions, write code, and take actions on a user’s behalf without sending data to a remote server. Thanks to technological advances in both AI models and chips, the so-called open-weight AI models that increasingly underpin most local AI deployments are smarter and smaller than their predecessors and can be freely downloaded from the Internet, modified, and deployed without a centralized provider.

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How to Counter Beijing’s Unauthorized “Distillation”

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Foreign Affairs
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February 2026 saw the end of the New Strategic Arms Reduction Treaty, known as New START, the last nuclear arms control agreement between the United States and Russia. Without limitations on nuclear weapons, what comes next? Can scientists step in, as they did in years past, to help stop the risk of nuclear war?

There are now three major nuclear powers—the United States, Russia, and China—and six smaller nuclear-armed states (France, the United Kingdom, India, Pakistan, Israel, and North Korea). With the New START Treaty no longer in force, there is an opportunity for leaders of these nuclear states to create new treaties. US President Trump has said that he wants to do this and has plans to meet with China’s President Xi Jinping in 2026; he is also likely to meet Russia’s President Vladimir Putin during the year. These encounters may set nuclear negotiations back on course. But as Trump and his administration are swept into new crises in Venezuela and Iran, nuclear arms control could remain unresolved and stagnate for the remainder of his term.

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Rose Gottemoeller
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President Donald Trump told the New York Times in January that he wants to negotiate a better treaty than New START, a message he repeated on February 5, the day the treaty went out of force. Karoline Leavitt, the White House spokesperson, added, “The president wants to have our nuclear experts work on a new improved and modernized treaty that can last long into the future. And that’s what the United States will continue to discuss with the Russians.”

All of this is welcome. Many have complained that New START does not limit nonstrategic nuclear weapons, nor does it limit so-called Russian exotic weapon systems. It was not designed to do so. The United States’ goal has always been to take up nonstrategic nuclear weapons in the next negotiations, as called for in the resolution of ratification of New START. As for the exotic systems, they appeared on the scene after New START entered into force, and of course, they must be accounted for in any new treaty.

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Stanford faculty, students, and staff are welcome to join the Freeman Spogli Institute for International Studies (FSI) for “Global Trends and Geopolitics in 2026: A Look Ahead,” a forward-looking conversation on the forces shaping the world.

FSI Director Colin Kahl will moderate a panel of leading institute scholars as they examine key regions and themes. The discussion will feature Larry Diamond on the future of global democracy; Anna Grzymala-Busse on European politics; Harold Trinkunas on Latin America; and Or Rabinowitz on Middle East politics and U.S.-Israel relations. Kahl will also offer insights into U.S.-China competition for AI dominance.

Don't miss this timely conversation on emerging risks, opportunities, and policy implications as we navigate an increasingly complex global landscape in 2026.

Drinks and hors d'oeuvres will be served following the panel discussion. 

Colin H. Kahl
Colin Kahl

Location available following valid registration

Larry Diamond
Anna Grzymała-Busse
Harold Trinkunas
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Senior Research Scholar, FSI
Visiting Fellow in Israel Studies, 2022-2026
or-rabinowitz_headshot.jpg

Or (Ori) Rabinowitz  joined Stanford’s Freeman Spogli Institute for International Studies in summer 2026 as a Senior Research Scholar, with appointments at both CDDRL’s Jan Koum Israel Studies Program and CISAC. She arrives at Stanford following her time as a tenured Senior Lecturer (Associate Professor) in the Department of International Relations at the Hebrew University of Jerusalem.

A recipient of the British Foreign Office’s Chevening Scholarship, Rabinowitz completed her PhD in the Department of War Studies at King’s College London in 2011. Her first book, Bargaining on Nuclear Tests, was published by Oxford University Press in 2014. Her second book, Protecting the Nuclear Monopoly, forthcoming with Cambridge University Press, examines the evolution of U.S.–Israeli collaboration in countering nuclear proliferation in the Middle East. Rabinowitz has published widely in leading academic journals as well as in prominent policy and public-facing outlets. She is the recipient of multiple grants and distinctions, including two competitive personal grants from the Israel Science Foundation.

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In July, the Trump administration released an artificial intelligence action plan titled “Winning the AI Race,” which framed global competition over AI in stark terms: whichever country achieves dominance in the technology will reap overwhelming economic, military, and geopolitical advantages. As it did during the Cold War with the space race or the nuclear buildup, the U.S. government is now treating AI as a contest with a single finish line and a single victor.

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Neither America Nor China Can Achieve True Tech Dominance

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Foreign Affairs
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In 2022, China’s AI developer community faced dual shocks from the United States. In October, the U.S. government imposed unilateral export controls on semiconductor manufacturing equipment and the most powerful chips for large language model (LLM) training. The following month, OpenAI brought state-of-the-art LLM technology to broad public attention with the launch of ChatGPT. Chinese commentators, noting the government launched a comprehensive plan for AI development five years earlier, asked why breakthroughs were not happening in China, and how Chinese developers could compete with the United States.

Continue reading at hai.stanford.edu.

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DigiChina in collaboration with HAI

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DigiChina
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