Battlefields and budgets are pushing human judgment out of the kill chain, while diplomats keep affirming that it must stay in. Which force sets the norm is the central open question in autonomous warfare.
Key points
- Procurement tests in Ukraine are making machine terminal guidance standard faster than any treaty can define "human judgment."
- Diplomatic support for binding rules is growing, but the US, China and Russia sit outside the coalition or dilute its texts.
- Cheap interceptors make drone mass easier to defend against, yet deniable incursions and automated engagement create new escalation paths.
- The US is funding drones at an industrial scale while restricting the foreign supply chains that production depends on.
- The CCW Review Conference in November and the unpublished rewrite of DoD Directive 3000.09 are the nearest tests of where control is heading.
The tensions
Our signal scan found autonomy spreading faster than governance. Looking closer, the evidence does not all point one way.
Is human control eroding, or is a floor forming?
The case for erosion is strong. Fiber-optic drones have neutralized jamming, and each new countermeasure pushes both sides toward full onboard autonomy1. Ukraine reports a tenfold rise in successful strikes with AI auto-homing since January, and six of seven vendors passed Ministry of Defence tests for procurement2. Interception at the scale of 33,000 drones a month requires automated detect-and-engage loops3. China claims one operator can direct more than 200 drones under jamming, although state media is the only source4. In Washington, NSPM-11 ordered a deployment-first rewrite of the Pentagon's autonomy directive, which remains unpublished5.
The case for a floor rests on diplomacy. Seventy-six states now back negotiating a binding instrument6. Xi has publicly called for keeping AI "under human control," and Washington and Beijing are discussing an AI incident line7. Yet the major powers keep stepping back from commitments. Only about 35 of 85 states signed the REAIM declaration, and the US and China both declined8. The CCW rolling text was diluted after US and Russian pressure6.
What would settle it: whether the November Review Conference grants a negotiating mandate, and whether the revised 3000.09 keeps meaningful human judgment or narrows it to choosing a target before launch. We judge it likely, about 70%, that the working standard becomes target selection plus machine terminal guidance, whatever the treaty track produces.
Does cheap autonomous mass stabilize deterrence or strain it?
On the stabilizing side, defense is getting cheaper. Ukraine received twice as many interceptor drones in early 2026 as in all of 2025 and fields more than 25 domestic models3. Systems combat-tested in Ukraine are credited with more than 4,000 interceptions, and the Pentagon is buying them9. If cheap drones can reliably stop cheap drones, mass attack loses some coercive value.
On the destabilizing side, cheap mass lowers the cost of probing. About 20 Russian drones entered Polish airspace in 2025 under a deniable cover story, prompting Article 4 consultations and a standing NATO mission10. Automated border defenses raise the risk of misidentification10. Decision support adds another layer: frontier language models crossed the nuclear threshold in 95% of simulated crises, though the results may transfer poorly to real decisions11.
What would settle it: incident data from Eastern Sentry and Poland's counter-drone network, and whether the US and China turn the incident line into a working channel with agreed red lines.
Can the US buy mass while decoupling its supply chain?
The money is real. The autonomous warfare group's request rose from $225.9M to as much as $54.6B9, and the Drone Dominance Program aims to buy about 340,000 small drones in two years12.
Production is the constraint. By June, 20,000 FPV drones had been ordered, below the first phase target of 30,00012. The FCC has moved from blacklisting DJI and Autel to proposing bans on whole categories of foreign drone hardware, while China's controls on rare-earth magnets limit Western supply in turn13. Russia still leads on fiber cable and spool volume1. Each side holds a chokepoint it could use in a crisis.
What would settle it: whether later Drone Dominance phases meet their targets at fixed prices, and whether domestic motor and magnet supply grows fast enough to replace Chinese inputs.
Why these questions matter
While these questions stay open, track procurement test standards as closely as treaty texts, because norms on human control are being set in acceptance trials. Watch the November CCW decision, the 3000.09 rewrite and US drone order volumes. Planners who rely on a binding treaty or on uncontested US production scale should treat both as plausible rather than likely.
Sources
- Fiber-optic FPV drones make jamming irrelevant at the front line · journalism ↩
- Ukraine reports a tenfold rise in successful strikes with AI auto-homing drones · journalism ↩
- Interceptor drones become Ukraine's main layer against Shahed-type mass attacks · journalism ↩
- PLA demonstrates one operator controlling a swarm of more than 200 drones under jamming · journalism ↩
- White House orders a 90-day rewrite of the Pentagon's autonomous weapons directive · journalism ↩
- UN expert group on autonomous weapons ends with 76 states backing treaty negotiations · grey-lit ↩
- US, China leaders' agenda adds an AI 'incident line' and a formal AI safety mechanism · journalism ↩
- US and China both decline the REAIM 2026 'Pathways to Action' declaration on military AI · journalism ↩
- Pentagon requests $54.6B for autonomous warfare group, up from $226M · journalism ↩
- Drone incursions into NATO territory turn hybrid harassment into a standing escalation risk · institutional ↩
- Frontier LLMs cross the nuclear threshold in 95% of simulated crises (King's College London) · peer-reviewed ↩
- Pentagon Drone Dominance Program turns small one-way attack drones into a mass-buy commodity · journalism ↩
- US regulators move from blacklisting Chinese drone brands to restricting foreign drone hardware as a category · expert ↩