Key Takeaways:
- The 2026 National Defense Strategy (NDS) prioritizes protecting U.S. territories and assets, and strengthening the military’s industrial base.
- The strategy contains few references to specific technologies, in contrast to its predecessors.
- The NDS emphasizes the importance of burden-sharing with allies and partners, and takes a softer tone on threats posed by China and Russia.
- The strategy mentions the development of cyber defenses, counter-drone systems, and electromagnetic spectrum access.
- The 2026 NDS marks a shift in focus from emerging technologies to a more defensive approach, prioritizing production capacity over technological innovation.
Introduction to the 2026 National Defense Strategy
The 2026 National Defense Strategy (NDS) has been released, outlining the Trump administration’s plans for protecting U.S. territories and assets, and strengthening the military’s industrial base. The strategy, which is published every four years, provides a framework for guiding force structure and defense operations, and outlines how the military will enable the White House’s National Security Strategy. However, the 2026 NDS contains few references to specific technologies, in contrast to its predecessors, which emphasized the importance of emerging technologies such as artificial intelligence, hypersonics, and quantum computing.
A Shift in Focus
The 2026 NDS marks a shift in focus from emerging technologies to a more defensive approach, prioritizing production capacity over technological innovation. The strategy mentions the development of cyber defenses, counter-drone systems, and electromagnetic spectrum access, but does not provide a comprehensive overview of the technologies that will be used to achieve these goals. According to Stacie Pettyjohn, a senior fellow and director of the Defense Program at the Center for a New American Security (CNAS), the 2026 NDS "barely mentions technology at all," and this lack of emphasis on technology is a concern, as it may indicate that the U.S. is ceding the innovation race to other nations.
The Importance of Technology in the NDS
The National Defense Strategy is supposed to establish defense priorities, which then drive investments in technology development and ultimately shape the military capabilities that are fielded. A strategy that is silent on technology is a strategy that cedes the innovation race, according to Pettyjohn. The 2022 NDS, for example, treated technology as the arena of great power competition, where American ingenuity would outpace Beijing. In contrast, the 2026 NDS retreats behind a defensive shield, prioritizing the development of systems such as the Golden Dome, which is designed to shield the nation from next-generation missile threats.
The Golden Dome Initiative
The Golden Dome initiative is mentioned three times in the new strategy, and officials note that, in developing the Golden Dome, the Department of Defense (DOD) will "focus on options to cost-effectively defeat large missile barrages and other advanced aerial attacks." The strategy also mentions the deployment of counter-drone systems and the importance of ensuring U.S. forces have electromagnetic spectrum access. However, these initiatives are not necessarily driven by a focus on emerging technologies, but rather by a desire to develop systems that can be produced at scale and can provide a defensive capability.
The Role of the Industrial Base
The 2026 NDS emphasizes the importance of the industrial base in supporting the military’s needs, and commits to reinvesting in U.S. defense production, building out capacity, and empowering innovators. The strategy also notes the importance of adopting new advances in technology, such as artificial intelligence, and clearing away outdated policies and practices that may hinder production. However, this emphasis on production capacity over technological innovation is a concern, as it may indicate that the U.S. is prioritizing quantity over quality, and may not be able to keep pace with the technological advancements of other nations.
Comparison to Previous NDS
The 2026 NDS is organized around four key lines of effort, which include defending the U.S. homeland, deterring China in the Indo-Pacific, increasing burden-sharing with U.S. allies and partners, and supercharging the U.S. defense industrial base. This is a shift from previous NDS, which emphasized the importance of emerging technologies and the need for the U.S. to maintain a technological edge. The 2018 and 2022 NDS, for example, included numerous references to emerging technologies, and emphasized the importance of investing in research and development to stay ahead of other nations. In contrast, the 2026 NDS takes a more defensive approach, prioritizing production capacity over technological innovation.
Conclusion
In conclusion, the 2026 National Defense Strategy marks a shift in focus from emerging technologies to a more defensive approach, prioritizing production capacity over technological innovation. While the strategy emphasizes the importance of the industrial base and the need to develop systems that can be produced at scale, it does not provide a comprehensive overview of the technologies that will be used to achieve these goals. This lack of emphasis on technology is a concern, as it may indicate that the U.S. is ceding the innovation race to other nations. As the U.S. moves forward, it will be important to prioritize technological innovation and to invest in research and development to stay ahead of other nations.

