AI Arms and Influence: Frontier Models Exhibit Sophisticated Reasoning in Simulated Nuclear Crises

Large language models (LLMs) are increasingly proposed as agents in strategic decision environments, yet their behavior in structured geopolitical simulations remains under-researched. We evaluate six popular state-of-the-art LLMs alongside results from human results across four real-world crisis simulation scenarios, requiring models to select predefined actions and justify their decisions across multiple rounds. We compare models to humans in action alignment, risk calibration through chosen actions' severity, and argumentative framing grounded in international relations theory. Results show that models approximate human decision patterns in base simulation rounds but diverge over time, displaying distinct behavioural profiles and strategy updates. LLM explanations for chosen actions across all models exhibit a strong normative-cooperative framing centered on stability, coordination, and risk mitigation, with limited adversarial reasoning.

Can AI reason about a war before its trajectory becomes historically obvious? Analyzing this capability is difficult because retrospective geopolitical prediction is heavily confounded by training-data leakage. We address this challenge through a temporally grounded case study of the early stages of the 2026 Middle East conflict, which unfolded after the training cutoff of current frontier models. We construct 11 critical temporal nodes, 42 node-specific verifiable questions, and 5 general exploratory questions, requiring models to reason only from information that would have been publicly available at each moment. This design substantially mitigates training-data leakage concerns, creating a setting well-suited for studying how models analyze an unfolding crisis under the fog of war, and provides, to our knowledge, the first temporally grounded analysis of LLM reasoning in an ongoing geopolitical conflict. Our analysis reveals three main findings. First, current state-of-the-art large language models often display a striking degree of strategic realism, reasoning beyond surface rhetoric toward deeper structural incentives. Second, this capability is uneven across domains: models are more reliable in economically and logistically structured settings than in politically ambiguous multi-actor environments. Finally, model narratives evolve over time, shifting from early expectations of rapid containment toward more systemic accounts of regional entrenchment and attritional de-escalation. Since the conflict remains ongoing at the time of writing, this work can serve as an archival snapshot of model reasoning during an unfolding geopolitical crisis, enabling future studies without the hindsight bias of retrospective analysis.

Large language models (LLMs) are increasingly deployed as long-horizon agents with decision-making capacities. While LLMs can show ethical competence on dilemmas such as trolley problems, this competence may not translate to complex, agentic scenarios. We study this gap in Civilization V, a multiplayer game with a complex decision-making landscape including economy, diplomacy, technology, and military strategy. Starting from 130 high-tension LLM self-play episodes, in which an LLM player spontaneously escalated nuclear authorization, we replay them across 13 models with three prompt interventions: an ethical prompt naming nuclear harm, removal of the previous model's decision-making rationale, and high-stakes framing emphasizing real-world impacts. No interventions nor their combinations reliably eliminate emergent escalation. We identify three failure pathways: ethical reasoning that fails to surface without prompting, fails to appear even when prompted, or surfaces but fails to take effect when strategic counter-factors dominate. Evaluations of agentic models, therefore, must test whether ethical reasoning is spontaneously invoked and behaviorally effective in complex decision-making contexts, beyond whether it can be elicited in isolation.