AI Tsunami Plunges Millions into Unemployment

“Artificial intelligence in the physical world” is displayed on a screen during a conference showcasing advances in autonomous driving technology in California on Dec. 11, 2025. (Reuters)
“Artificial intelligence in the physical world” is displayed on a screen during a conference showcasing advances in autonomous driving technology in California on Dec. 11, 2025. (Reuters)
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AI Tsunami Plunges Millions into Unemployment

“Artificial intelligence in the physical world” is displayed on a screen during a conference showcasing advances in autonomous driving technology in California on Dec. 11, 2025. (Reuters)
“Artificial intelligence in the physical world” is displayed on a screen during a conference showcasing advances in autonomous driving technology in California on Dec. 11, 2025. (Reuters)

The year 2025 brought no respite for Lebanese language editor and proofreader Hamida Al-Shaker. Before the year had run its course, her decades-long professional journey was abruptly cut short.

Nearly 60, Al-Shaker had never used artificial intelligence tools or held a conversation with ChatGPT, as millions now do. She was unaware that the technologies rapidly spreading across mobile phones and computers were already doing her job, faster and more efficiently than any human could.

That quiet technological advance proved devastating. A sweeping transformation in the labor market became a tsunami, pushing Al-Shaker and millions of workers worldwide toward unemployment, sparing no sector and few age groups. The impact has been particularly harsh on employees over 50 who failed to keep pace with the accelerating speed of technological change.

According to the website allaboutai, the adoption of artificial intelligence has already contributed to the loss of around 14 million jobs globally. And the wave is far from over. As many as 92 million jobs could disappear worldwide over the next five years.

At its core, artificial intelligence enables computer systems to mimic human thinking, make decisions, and execute complex tasks, from planning to practical application, particularly in editorial and knowledge-based work.

Shock and an uncertain future

Al-Shaker was unaware of this reality, a fact that led to a shock, followed by another, during 2025, which saw the widest spread yet of AI applications. The first shock came when she received a call from the human resources department informing her that her salary would be cut by 50 percent due to “financial difficulties facing the company.” Less than five months later, a second call informed her that she was being laid off, without explanation.

According to Al-Shaker, citing her department head, she was not alone. Half of the team lost their jobs due to the impact of artificial intelligence on client contracts, as companies increasingly turned to AI to draft their news, statements, and reports, either for free or at minimal monthly subscription costs, compared with the sums they previously paid to public relations and advertising agencies.

In this context, economic analyses published by Reuters indicate that annual subscriptions to advanced AI tools, even at the enterprise level, often do not exceed the cost of paying a single employee’s salary for a limited number of months. From a purely managerial perspective, this makes such decisions easy to justify financially.

As a result, Al-Shaker and her colleagues became just another figure in a cold equation. Companies boost profits and cut production costs, while growing numbers of workers are pushed out of the labor market, not because they lack competence, but because algorithms are cheaper than people.

Most affected sectors

Al-Shaker’s story is not an isolated case. It is part of a growing global phenomenon affecting workers across multiple sectors. Specialized reports indicate that jobs based on routine tasks or repetitive data processing are most vulnerable, as automation and generative AI tools expand. Among the most affected sectors are:

Customer service and call centers, where intelligent chat systems and text and voice analysis tools can now handle user inquiries with high efficiency, according to TechRT.

Data and administrative support tasks, such as data entry, file classification, and secretarial work, are being replaced by advanced automation tools, according to Complete AI Training.

Retail and supply chains, where self-checkout systems, smart warehouses, and inventory automation have reduced the need for cashiers and traditional warehouse workers, according to Pleeq Software and ninjatech.blog.

Manufacturing and production, where the spread of robots and automated control systems has intensified the impact of AI on manual labor jobs, according to All About AI.

Accounting and financial operations, where demand for basic roles has declined due to reliance on intelligent financial software capable of handling bookkeeping and routine processes, according to Complete AI Training.

Content creation and media, which have not been spared, are now threatened as AI is capable of writing, summarizing, and rewriting content, posing a challenge to a range of basic writing tasks.

Many workers who lost their jobs do not realize that they are victims of the so-called Fourth Industrial Revolution, which Klaus Schwab, founder and executive chairman of the World Economic Forum at the time, warned about years earlier.

Speaking at the World Government Summit in Dubai in 2016, Schwab said the world was “on the brink of a technological revolution that will fundamentally alter the way we live, work, and relate to one another.”

He added that the scale, scope, and complexity of the changes would be unprecedented, and that while their exact shape remained unclear, the response would have to be integrated and comprehensive across the public and private sectors, academia, and civil society.

Market demands and human skills

Much of what Schwab predicted has now come to pass, particularly in recent months, as companies worldwide accelerate their adoption of AI tools. Experience alone is no longer enough to remain competitive in the labor market. Traditional jobs are changing rapidly, and the required human skills have become more specialized and complex, with greater emphasis on working alongside intelligent systems and turning information into added value.

Professionals who understand how to integrate AI tools into their daily work without sacrificing quality or analytical depth are increasingly in demand, according to Maziad Hijaz‏, Editor-in-Chief at Hewar Group‏ in Riyadh.

Hijaz told Asharq Al-Awsat that artificial intelligence has become an essential part of daily work in terms of speed and volume, while review, editing, and analysis remain entirely human responsibilities to ensure quality.

He added that the sector now requires new skills, and those who fail to adapt will be left behind. These include utilizing AI tools for writing and analysis, developing data literacy, employing predictive analysis, and transforming information into compelling narratives. Combining human skills with AI tools is what ensures excellence.

Firas Barakat, a strategic communications expert in Saudi Arabia, said AI represents a pivotal turning point in labor markets, enhancing efficiency while reshaping the nature of jobs and required skills.

Speaking to Asharq Al-Awsat, Barakat said AI has undoubtedly caused the loss of traditional roles involving routine tasks, but at the same time, it is a major engine for generating new jobs in advanced fields such as data analysis, cybersecurity, smart systems management, and digital solutions engineering, roles that did not exist just a few years ago.

History repeats itself

Technology expert Hassan Yahya, based in the United States, offered a historical perspective. He said this is not the first time the world has been stunned by technological advances, noting that similar fears over job losses have accompanied every major innovation.

He pointed to 1959, when General Motors introduced the industrial robot Unimate, triggering widespread warnings about threats to employment.

Yahya said that AI is already affecting millions of jobs, with projections from the World Economic Forum indicating that 92 million jobs will disappear over the next five years. However, more than 170 million new jobs are expected to be created, meaning a fundamental transformation of work rather than mass unemployment.

He added that eliminating jobs without replacing them does not serve companies or economies, making the creation of new roles inevitable. However, this requires learning how to work with AI, as ignoring the shift could leave many people outside a rapidly changing labor market.

Cost-cutting and profit maximization

The experiences of employees cannot be separated from a recurring economic equation that is evident in thousands of companies worldwide. Instead of retaining experienced staff with associated salaries, insurance, and end-of-service benefits, many firms are opting to replace them with AI.

A World Economic Forum report found that 41 percent of global companies plan to reduce their workforce by 2030 due to increased reliance on AI and automation.

Hijaz said AI adoption has also reshaped relationships with clients, accelerating work and significantly improving quality. He cited a Deloitte study showing that integrating AI into public relations reduced content production time by 25 to 35 percent while improving accuracy.

A market worth billions

The gains are split between business owners and AI companies, whose financial returns contrast sharply with the reality faced by thousands of displaced workers. In mid-2025, a Reuters report stated that OpenAI, the developer of ChatGPT, had reached annual revenues of around $10 billion by the end of the first half of the year, on track to exceed $12.7 billion by year's end, driven by surging demand for its services.

This growth is not limited to OpenAI. A Forbes report showed that other global technology companies with AI divisions are generating billions of dollars in additional annual revenue, making AI one of the most important profit sources for major tech firms, even as some lay off staff to improve cost efficiency.

Key players

The main players in the sector include OpenAI, best known for ChatGPT and a leader in large language models, with a strategic partnership with Microsoft.

Google DeepMind follows, having developed powerful models such as Gemini and AlphaGo, and leading in scientific, medical, and research-oriented AI.

Microsoft itself has become a global force in AI, investing billions in OpenAI and integrating AI across Windows, Office through Copilot, and Azure AI.

NVIDIA focuses on developing the chips and processors that power AI, while Meta offers open-source models such as LLaMA. Amazon Web Services leads in cloud-based AI, and Anthropic has emerged as a strong competitor in the field of language models.

The global AI market was estimated at around $747.9 billion in 2025 and is projected to grow to $2.74 trillion by 2032, according to AffMaven.

Concerns over consequences

The stark contrast between multibillion-dollar AI revenues and the growing risk facing millions of workers raises a central ethical and economic question. Why do companies benefit from technology to cut costs and boost profits while often postponing or ignoring their social responsibility toward displaced employees?

Economists warn that such savings are frequently achieved without genuine retraining efforts or alternative job creation, deepening global unemployment rather than addressing it.

Islam Al-Shafii, an economist based in New York, cited remarks by US Federal Reserve Chair Jerome Powell on Dec. 20, warning of waves of layoffs linked to AI or companies halting job postings for the same reason.

Al-Shafii said the current fear of AI remains precautionary, as it has not yet fully replaced humans. The real risk, he said, is that work previously requiring five employees can now be done by one person using AI.

He added that while some professions remain relatively safe for now, such as skilled trades, concerns persist over safety and decision-making, with international organizations expressing reservations.

Breaking monopolies

Yahya argued that confronting these changes requires breaking three major monopolies: the monopoly of university degrees in hiring, as companies like Google and Dell focus on skills rather than diplomas; the technological monopoly, as AI empowers individuals to execute ideas without large teams; and the language monopoly, as AI allows interaction in native languages, opening the digital economy to millions.

The digital economy is expected to exceed $24 trillion by 2025, accounting for approximately 21 percent of the global economy and growing faster than traditional sectors.

Capitalism under strain

Al-Shafii warned that advanced capitalist societies, which rely heavily on tax revenues from employees, could face systemic strain if jobs are replaced by AI. Without a sufficient tax base, governments may struggle to fund essential services, which can potentially lead to social instability and collapse.

He noted that business owners who once built factories in East Asia for cheap labor are now returning home to rely on robots for production.

United Nations concern

The issue has also reached the United Nations, particularly at its headquarters in New York. Al-Shafii stated that there is a deep concern over AI, but institutions often focus on gains while overlooking the associated losses.

He noted that AI supports many sustainable development goals and cybersecurity efforts, but its negative aspects, including cyber fraud and surveillance risks, have yet to be fully addressed. UN Secretary-General Antonio Guterres has repeatedly warned against militarizing AI and entrusting humanity’s future to algorithms.

Threat or opportunity?

Concerns over AI extend beyond job losses to issues of transparency and information security. Hijaz said AI requires greater responsibility to ensure accuracy and disclosure.

Asked whether AI is a threat or an opportunity, he said it is an inevitable development that must be harnessed. Like the computer and the internet before it, initial fears will likely give way to empowerment.

He added that creativity remains a uniquely human value that AI cannot replace, and that technology enhances rather than eliminates it.

Not a replacement

Translation professor Mohammed Khair Nadman told Asharq Al-Awsat that AI tools now save around 60 percent of time in translation and writing, supporting but not fully replacing human work. He warned that AI can still make serious errors, making human oversight essential.

M. A. Hadi, MD, Head of the Department of Pathology at a hospital in the United States, said that the current wave of misinformation fueled by easy access to online medical content and artificial intelligence "will not last long if simple regulations are put in place".

He explained that reading medical information online or collecting data through AI does not make someone a physician, just as reading news does not make a journalist, nor learning about car engines makes one a mechanic. "In the same way," he noted, "having extensive legal knowledge through AI does not qualify someone to be accepted in court as a lawyer."

Dr. Hadi added that while such knowledge can empower individuals to ask better and more informed questions, it does not replace professional expertise. "AI can help people engage more effectively with professionals and may even push experts to become more transparent and ethical, reducing the space for fraud, middlemen, and bad practices," he said.

Quoting the Arabic proverb "give your bread to the baker, even if he eats half of it", Dr. Hadi stressed that while the "do-it-yourself" mindset has always existed and can be useful, real work must still be done by qualified experts. "Artificial intelligence will likely make professionals better, as general knowledge continues to expand," he said, "but professional training, experience, and licensing cannot and should not be granted to laypeople, even if they are well-read or AI-assisted."

He warned that partial or incomplete knowledge can be more harmful than helpful when applied in practice, concluding that, ultimately, "the evidence is in the results."

A final attempt

Al-Shaker, living in crisis-hit Lebanon without a private sector pension system, believed her regional company job was secure. After losing it, she tried to catch up, creating a LinkedIn account, registering on job platforms, taking free online courses, and sending dozens of resumes, often receiving automated or no responses.

Her story reflects the dilemma of an entire generation pushed out of the market, not due to lack of competence, but because the rules changed abruptly.

She ended with a bitter question: Nearly two centuries after the Industrial Revolution sparked the call, “Workers of the world, unite,” will there now be a call saying, “Employees of the world, unite?”



Iran Leaders Join Crowds on Tehran’s Streets to Project Control in Wartime

An Iranian flag is seen on a residential building that was damaged by recent strikes at Vahdat town in Karaj, southwest of Tehran on April 3, 2026. (AFP)
An Iranian flag is seen on a residential building that was damaged by recent strikes at Vahdat town in Karaj, southwest of Tehran on April 3, 2026. (AFP)
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Iran Leaders Join Crowds on Tehran’s Streets to Project Control in Wartime

An Iranian flag is seen on a residential building that was damaged by recent strikes at Vahdat town in Karaj, southwest of Tehran on April 3, 2026. (AFP)
An Iranian flag is seen on a residential building that was damaged by recent strikes at Vahdat town in Karaj, southwest of Tehran on April 3, 2026. (AFP)

After more than a month of being stalked by targeted assassinations, Iran's leadership has adopted a new tactic to show it is still in control - with senior officials walking openly in the streets among small crowds who have gathered in support of the regime.

In recent days, Iran's president and foreign minister have separately mixed with groups of several hundred people in central Tehran. On Tuesday, state television aired footage of the two posing for selfies, talking to members of the public and shaking hands with supporters who had gathered in public areas.

According to insiders and analysts, the appearances are part of a calculated effort by Iran's theocratic leadership to project resilience and authority — not only over the vital Strait of Hormuz but also over the population — despite a sustained US-Israeli campaign aimed at "obliterating" it.

One insider close to the hardline establishment said such public outings are intended to show that the regime is "unshaken by strikes and that it remains in control and vigilant" as the war grinds on.

The US-Israeli war ‌on Iran began on ‌February 28 with the killing of veteran Supreme Leader Ali Khamenei and several senior military ‌commanders ⁠in waves of ⁠strikes that have since continued to target top officials.

Iran's new Supreme Leader, Mojtaba Khamenei, has not been seen in public since taking over on March 8 from his father. Foreign Minister Abbas Araqchi, meanwhile, was removed from Israel's hit list amid mediation efforts last month, including by Pakistan, to bring Tehran and Washington together for talks to end the war.

Talks aimed at ending the war have since appeared to have petered out, as Tehran brands US peace proposals "unrealistic". Against that backdrop, recent public appearances by President Masoud Pezeshkian and Araqchi appear designed to project defiance, if not a convincing display of public support.

A senior Iranian source said officials' public presence demonstrates that "the establishment is not intimidated by Israel's targeted killing of top Iranian ⁠figures".

Asked whether Iran's foreign minister or president were on any sort of kill list, an Israeli ‌military spokesperson, Nadav Shoshani, said on Friday he would not "speak about specific personnel."

NIGHTLY RALLIES TO ‌SHOW RESILIENCE

Despite widespread destruction, Tehran appears emboldened by surviving weeks of intense US-Israeli attacks, firing on Gulf countries hosting US troops and demonstrating its ability ‌to effectively block the Strait of Hormuz.

On Wednesday, US President Donald Trump vowed more aggressive strikes on Iran, without offering a timeline ‌for ending hostilities. Tehran responded by warning the United States and Israel that "more crushing, broader and more destructive" attacks were in store.

Encouraged by clerical rulers, supporters of the regime take to the streets each night, filling public squares to show loyalty even as bombs rain down across the country.

Analysts say the establishment is also seeking to raise the "political and reputational" cost of the strikes at a time when civilian casualties are deeply disturbing for Iranians.

Omid Memarian, ‌a senior Iran analyst at DAWN, a Washington-based think tank, said the decision to send officials into gatherings reflects a layered strategy, including an effort to sustain the morale of core supporters ⁠at a moment of acute pressure.

"The system ⁠relies heavily on this base; if its supporters withdraw from public space, its ability to project control and authority weakens significantly," Memarian said.

Speaking to state television, some in the crowds voice unwavering loyalty to Iran's leadership; others oppose the bombing of their country regardless of politics; and some have a stake in the system, including government employees, students and others whose livelihoods are tied to it.

Hadi Ghaemi, head of the New York-based Center for Human Rights in Iran, said the establishment is using such loyal crowds as human shields to raise the cost of any assassination attempts.

"By being in the middle of large crowds they have protections that would make Israeli-American attacks against them very bloody and generate sympathy worldwide," he said.

POTENTIAL PROTESTERS STAY OFF STREETS AT NIGHT

The Islamic republic emerged from a 1979 revolution backed by millions of Iranians. But decades of rule marked by corruption, repression and mismanagement have thinned that support, alienating many ordinary people.

While there has been little sign so far of anti-government protests that erupted in January and abated after a deadly crackdown, the establishment has adopted harsh measures, such as arrests, executions and large-scale deployment of security forces, to prevent any sparks of dissent.

Rights groups have warned about "rushed executions" during wartime after Iran hanged at least seven political prisoners during the war.

"Many potential protesters are frightened by the continuing presence of armed men and violent crowds in the streets and largely stay at home once darkness falls," Ghaemi said.


'Metals of the Future': Copper and Silver Flow Beneath Poland's Surface

Smelter workers process copper at the Glogow plant in southwestern Poland, owned by KGHM. Wojtek RADWANSKI / AFP
Smelter workers process copper at the Glogow plant in southwestern Poland, owned by KGHM. Wojtek RADWANSKI / AFP
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'Metals of the Future': Copper and Silver Flow Beneath Poland's Surface

Smelter workers process copper at the Glogow plant in southwestern Poland, owned by KGHM. Wojtek RADWANSKI / AFP
Smelter workers process copper at the Glogow plant in southwestern Poland, owned by KGHM. Wojtek RADWANSKI / AFP

Thousands of meters beneath the ground, amid suffocating heat, lies one of the keys to Poland's rumbling mining sector -- and the world economy.

Whitish ore, rich in copper and silver, is extracted from the country's depths and exported around the world to fuel technological and energy transitions.

"These are the metals of the future," Ariel Wojciuszkiewicz, a geologist at the Polkowice-Sieroszowice mine in the west of the country, tells AFP, noting that copper and silver are "indispensable for electronic equipment, electric cars, and renewable energy installations".

Driven by the rise of artificial intelligence, renewable energies, and global defense needs, demand for these metals is expected to keep increasing in the future, with copper even being referred to as "red gold" and a "barometer" for world economic development.

Poland, responsible for as much as half of Europe's supply, is one of the industry's key players.

Equipped with a helmet and an emergency breathing device, Wojciuszkiewicz leads AFP journalists through the Polkowice-Sieroszowice mine -- one of three sites operated by KGHM, the Polish metals giant, which also owns local smelters and companies in the Americas.

The 24-hour operation runs at a constant roar as machines grind rock at deafening volumes, its tunnels stretching for hundreds of kilometers beneath Poland's surface.

The world's second-largest silver producer, the KGHM group also supplies between 40 percent and 50 percent of the copper produced in Europe.

Last year, it ranked eighth worldwide in terms of copper extraction volume, behind global giants such as BHP Group, Glencore Plc and Rio Tinto, according to industry statistics.

Global copper demand, already high, is expected to climb by over 40 percent by 2040, according to a 2025 UN Report.

To meet this demand, "it might take 80 new mines and 250 billion dollars in investments by 2030," the organization estimates.

The International Energy Agency (IEA), however, predicts that supply will lag 30 percent behind demand by as early as 2035.

- 1,200 degrees Celsius -

Dependence on copper is growing exponentially across the world economy's most innovative sectors.

"We don't realize how much we are surrounded by copper on all sides," Piotr Krzyzewski, KGHM vice president in charge of finance, explains to AFP.

"An electric car contains 80 kg of copper, compared with 20 kg in a conventional one," he notes, while "a wind turbine contains between four and ten tons of copper per megawatt."

Farther away, at the Glogow smelter, two workers in protective suits, armed with long lances, open huge furnaces where the ore is melted.

They work diligently as sparks fly from metal heated to 1,200C.

Several processing stages later, 99.99 percent pure copper plates, each weighing more than a hundred kilos, are shipped all over the world.

Last year, the KGHM group as a whole generated more than 36 billion zlotys ($9.7 billion) in revenue. Copper production reached 710,000 tons and silver production 1,347 tons, according to the group's annual report, published at the end of March.

No less than half of the silver is used in industry, mainly for electronics, solar panels, and medical applications. The rest goes to jewelery or serves as a safety net and financial asset.

But it is copper, now an irreplaceable metal for the economy, that has become the object of global strategic contention.

"Copper is on the strategic list of critical metals in Europe, the United States, and China," Krzyzewski tells AFP.

The metal's impact on geopolitics is already being noted in real time.

In July, US President Donald Trump announced a 50 percent tariff on copper, eventually limiting the measure to products made with the metal.

To justify his decision, he invoked the need to "defend national security".

"Copper is the second most used material by the Department of Defense!" he said.

- Record prices -

In 2025, copper prices jumped 41.7 percent, before hitting a record high of $14,527.50 a ton in January of this year.

Even in the face of the war in the Middle East and the slowdown of the global economy, the price remains high at about 12,000 dollars per ton.

In this uncertain context, Poland's subsoil appears to be a major asset for the energy sovereignty of the Old Continent.

"It's no longer about the security of our country alone, but the security of all of Europe," Krzyzewski says, adding that KGHM's resources "are still estimated to last for at least 40 years," not counting new exploration and concessions.

But mining consumes enormous amounts of water, making it subject to the effects of global warming and drought.


Trump’s Anger Over Iran Thrusts NATO into Fresh Crisis

A NATO flag flutters at the Tapa military base, Estonia April 30, 2023. (Reuters)
A NATO flag flutters at the Tapa military base, Estonia April 30, 2023. (Reuters)
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Trump’s Anger Over Iran Thrusts NATO into Fresh Crisis

A NATO flag flutters at the Tapa military base, Estonia April 30, 2023. (Reuters)
A NATO flag flutters at the Tapa military base, Estonia April 30, 2023. (Reuters)

The NATO alliance has in recent years survived existential challenges - ranging from the war in Ukraine to multiple bouts of pressure and insults from US President Donald Trump, who has questioned its core mission and threatened to seize Greenland.

But it is the US-Israeli war with Iran, thousands of miles from Europe, that has nearly broken the 76-year-old bloc and threatens to leave it in its weakest state since its creation, say analysts and diplomats.

Trump, enraged that European countries have declined to send their navies to open up the Strait of Hormuz to global shipping following the start of the air war on Feb 28, has declared he is considering withdrawing from the alliance.

"Wouldn't you if you were me?" Trump asked Reuters in a Wednesday interview.

In a speech on Wednesday night, Trump criticized US allies but stopped short of condemning NATO, as many experts thought he might.

But combined with other barbs aimed at Europeans in recent weeks, Trump's comments have provoked unprecedented concern that the US will not come to the aid of European allies should they be attacked, whether or not Washington formally walks away.

The result, say analysts and diplomats, is that the alliance created in the Cold War that has long served as the basic fabric of European security is fraying and the mutual defense agreement at its core is no longer taken as a given.

"This is the worst place (NATO) has been since it was founded," said Max Bergmann, a former State Department official who now leads the Europe, Russia, and Eurasia Program at the Center for Strategic and International Studies in Washington.

"It's really hard to ‌think of anything that ‌even comes close."

That reality is sinking in for Europeans, who have counted on NATO as a bulwark against an increasingly assertive Russia.

As recently ‌as February, ⁠NATO Secretary-General Mark ⁠Rutte had dismissed the idea of Europe defending itself without the US as a "silly thought." Now, many officials and diplomats consider it the default expectation.

"NATO remains necessary, but we must be capable of thinking of NATO without the Americans," said General Francois Lecointre, who served as France's armed forces chief from 2017 to 2021.

"Whether it should even continue to be called NATO - North Atlantic Treaty Organization - is a valid question."

White House spokeswoman Anna Kelly said: “President Trump has made his disappointment with NATO and other allies clear, and as the President emphasized, ‘the United States will remember.’”

A NATO representative did not immediately respond to a request for comment.

THIS TIME IT'S DIFFERENT

NATO has been challenged before, not least during Trump's first term from 2017 to 2021, when he also considered withdrawing from the alliance.

But while many European officials until recently believed that Trump could be kept on board with pomp and flattery, fewer now hold that belief, according to conversations with dozens of former and current US and European officials.

Trump and his officials have expressed frustration over what they see as NATO's unwillingness to help the United ⁠States in a time of need, including by not directly assisting with the Strait of Hormuz and by restricting US use of some airfields and ‌airspace. US officials have declared NATO cannot be a "one-way street".

European officials counter that they have not received US requests for specific ‌assets for a mission to open the strait and complain that Washington has been inconsistent about whether such a mission would operate during or after the war.

"It's a terrible situation for NATO to be in," said ‌Jamie Shea, a former senior NATO official who is now a senior fellow at the Friends of Europe think tank.

"It is a blow to the allies who, since Trump returned to ‌the White House, have worked hard to show that they are willing and able to take more responsibility (for their own defense)."

Trump's latest comments follow other signs of an increasingly unsteady alliance.

Those include his stepped-up threats in January to wrest Greenland away from Denmark and recent moves by the US that Europeans see as particularly accommodating toward Russia, which NATO defines as its principal security threat.

The administration has remained essentially mum amid reports that Moscow has provided targeting data for Iran to attack US assets in the Middle East and has lifted sanctions on Russian oil in a bid to ease global energy prices that have spiked during the war.

At a meeting of G7 foreign ministers ‌near Paris last week, US Secretary of State Marco Rubio and Kaja Kallas, the foreign policy chief of the European Union, had a tense exchange, according to five people familiar with the matter, underlining the increasingly fraught transatlantic relationship.

Kallas asked when US patience with Russian President Vladimir ⁠Putin would run out over Ukraine peace negotiations, prompting Rubio ⁠to respond with irritation that the US was trying to end the war while also providing support to Ukraine, but the EU was welcome to mediate if it wanted to.

NO GOING BACK

Legally, Trump may lack the authority to withdraw from NATO. Under a law passed in 2023, a US president cannot exit the alliance without the consent of two-thirds of the US Senate, a nearly impossible threshold.

But analysts say that, as commander-in-chief, Trump can decide whether the US military will defend NATO members. Declining to do so could imperil the alliance without a formal withdrawal.

To be sure, not everyone sees the current crisis as existential. One French diplomat described the president's rhetoric as a passing temper tantrum.

Trump has changed his position on NATO before.

In 2024, he said on the campaign trail that he would encourage Putin to attack NATO members that do not pay their fair share on defense. By the last annual NATO summit, in June 2025, the alliance was in his good graces, with Trump delivering a speech effusively praising European leaders as people who "love their countries."

Next week, Rutte, the NATO secretary-general, who has a strong relationship with Trump, is set to visit Washington in an effort to change Trump's view once again.

Analysts say European nations have good reason to keep the US engaged in NATO despite doubts over whether Trump would come to their defense. Among other reasons, the US military provides a range of capabilities NATO can't easily replace, such as satellite intelligence.

Even if Trump and the Europeans find a way to stay together in NATO, diplomats, analysts and officials say, the transatlantic alliance that has been central to the global order since World War Two may never be the same.

"I do think we're turning the page of 80 years of working together," said Julianne Smith, the US ambassador to NATO under Democratic President Joe Biden.

"I don't think it means the end of the transatlantic relationship, but we're on the cusp of something that's going to have a different look and feel to it."