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Rapid pace of interceptor and precision-guided weapons use worries Trump admin.

▶ Watch Video: Some Trump officials concerned about rapid pace of missile usage in Iran, sources say

Washington — The rapid pace at which the U.S. is expending some of its most advanced air-defense interceptors and precision-guided weapons in the Middle East is a point of great tension inside the Trump administration as President Trump’s war with Iran ratchets up again, according to U.S. military and intelligence officials familiar with internal assessments. And it’s raising broader concerns about America’s readiness for a potential conflict in the Indo-Pacific. 

The dwindling stockpiles of defensive interceptors and long-range missiles have become a pressure point for top military and civilian leaders who are weighing the demands of the war with Iran against maintaining readiness to deter other adversaries, including China. 

The U.S. officials, who spoke to CBS News on condition of anonymity given the sensitivity of the topic, said the U.S. cannot sustain the rate at which it expended precision munitions early in the campaign against Iran.

The defense industrial base is not equipped to produce missiles rapidly enough to replenish munitions that have been fired or transferred to U.S. Central Command, which is overseeing the conflict, leaving inventories under mounting pressure even as military operations continue. 

Interceptors are in heavy use to defend U.S. interests in the Gulf states, which house U.S. troops and are being targeted by Iranian drones and missiles.

One partner country told CBS News there is a need for a pause in fighting, particularly given the intensity of Iranian strikes that have been battering Kuwait and Bahrain. Kuwait said earlier this week that Iran struck its infrastructure, damaging electricity and desalination plants

In an interview last month with “Face the Nation with Margaret Brennan,” Defense Secretary Pete Hegseth denied that there was any crisis with the stockpiles. He conceded that some munitions may take more time to produce than others, but he told Brennan, “We’ve got lots of them, we’re building more than ever before.”

“Our stockpiles are strong, and they will only get stronger in the future,” Hegseth said.

But U.S. commanders have increasingly been shifting toward using more GPS-guided bombs fitted with Joint Direct Attack Munitions, or JDAM, guidance kits, along with Small Diameter Bombs, which are precision-glide weapons that can attack fixed targets at shorter ranges and can also be used in lieu of long-range standoff weapons. 

Earlier in the conflict, U.S. forces frequently employed long-range cruise missiles such as the Joint Air-to-Surface Standoff Missile, known as JASSM, and the Tomahawk Land Attack Missile. Those weapons remain in the arsenal, officials said, but are being used more sparingly. 

In April, Adm. Samuel Paparo, the head of U.S. Indo-Pacific Command, told lawmakers on Capitol Hill that scaling up output of high-end systems such as the Tomahawk cruise missile or JASSM could take years, as defense companies work on expanding production lines. 

“I think it will take one to two years for them to scale,” said Paparo, whose responsibilities include preparing for any potential conflict in the Pacific region, including with China. “It won’t be soon enough. There are finite limits to the magazine, and I have all the faith in the world that they’re being employed judiciously.” 

Following the collapse of the ceasefire earlier this month, U.S. strikes have focused on targets closer to Iran’s coastline, reducing the need for aircraft to penetrate deeper into Iranian territory, where they would face denser air-defense networks and a greater threat from surface-to-air missiles. 

The U.S. officials told CBS News there are limited inventories of the Army Tactical Missile System, or ATACMS, the long-range missiles fired from the High Mobility Artillery Rocket System, known as HIMARS, a truck-mounted launcher capable of firing precision rockets and missiles. 

Concerns over certain munition inventories are not new. The Biden administration delayed giving ATACMS to Ukraine in part because drawing from those inventories could undermine U.S. military readiness, CBS News previously reported. 

The U.S. has comparatively healthier supplies of the shorter-range Guided Multiple Launch Rocket System, or GMLRS, which is also fired from the HIMARS launcher, the officials told CBS News, allowing commanders greater flexibility for targets within its range.

The most pressing concern involves air-defense interceptors, used to defend against cruise and ballistic missiles, aircraft and lethal drones, several sources said.

The U.S. has expended large numbers of Patriot and Terminal High Altitude Area Defense, or THAAD, interceptors to defend against both ballistic missiles and drones, consuming inventories faster than industry can replace them.

To support operations in the Middle East, the Pentagon has shifted interceptor inventories from other regions, including stocks that had been prepositioned for the Indo-Pacific. Those transfers have left other combatant commands operating with thinner margins than military planners consider ideal, particularly as the U.S. seeks to deter Chinese military action around Taiwan and reassure allies across the Pacific. 

Asked for comment, chief Pentagon spokesman Sean Parnell told CBS News: “America’s military is the most powerful in the world and has everything it needs to execute at the time and place of the President’s choosing. We have executed multiple successful operations across combatant commands while ensuring the U.S. military possesses a deep arsenal of capabilities to protect our people and our interests.”

In 2022, Elbridge Colby, who was a defense official during the first Trump administration and is now the undersecretary for policy at the Pentagon, summed up the choices confronting an American military stretched across the globe: “A missile used in Europe can’t be used in Asia,” he wrote in Time magazine.

He was commenting on the use of U.S. munitions in the war in Ukraine. But the latest stage of the American campaign against Iran has brought the same strategic dilemma into renewed focus.

A year later, Colby argued that weapons that could be useful for defeating a Chinese attack along the first island chain — a string of islands off China’s coast extending from Japan, through Taiwan and the Philippines — should be reserved for that purpose. The concerns of U.S. officials about current stockpiles involve some of those same weapons.

During the ceasefire pause, a Center for Strategic and International Studies report said more than 1,000 Tomahawks and 1,100 JASSMs had been used and that replacement timelines were approaching four years. It said that supplies of air-defense interceptors are under even greater strain, as the U.S. burns through a significant share of prewar inventories of THAAD, SM-3 missiles and Patriots. These weapons face production timelines of up to five years. 

Taken together, the numbers suggest that the central problem is not simply cost but time. Many of the weapons being fired in weeks or months cannot be replaced for years

What is China’s Kimi K3 and why is the US so rattled by it?

Hong Kong (CNN) — Remember DeepSeek? The Chinese artificial intelligence startup that rattled the US tech industry with its model that nearly matched leading rivals, trained at a fraction of the cost.China may have done it again.The latest Chinese AI model making waves was developed by a lesser-known startup called Moonshot AI. In just two days after launch, Moonshot suspended new subscriptions after demand overwhelmed its computing capacity.The unexpected enthusiasm for Moonshot’s Kimi K3 model stems from its ability to match – and in some cases outperform – its most advanced US competitors, such as the latest iterations of OpenAI’s GPT and Anthropic’s Claude, for free.Now its rise is intensifying an already contentious race between the US and China to dominate cutting-edge AI. Washington has ramped up export restrictions against China in recent years to slow the country’s development of AI and chips that could power its military.After Kimi K3 was released, US officials and Anthropic have again accused Moonshot of distilling American models, a technique in which one AI model is trained using outputs from another. Moonshot has denied the allegations.Still, the fears spreading among US companies and government officials underscore the stakes of the AI rivalry, and its far-reaching implications for economy, defense and national security.More broadly, Kimi K3’s capabilities are renewing questions about the effectiveness of Washington’s tech export curbs. The new model also challenges an industry belief that leading-edge AI requires heavy spending on data centers and the advanced chips that the US has restricted access to.Unlike most American proprietary models, Kimi K3 was released as an open-weight model. That allows developers to download it, modify it, and run it on their own servers for free, positioning it for easier adoption and a wider market globally.Constrained by limited access to AI hardware and investment compared with American firms, China has embraced so-called “open” models, in contrast to US rivals that mostly sit behind paid subscriptions.“Many organisations value the ability to self-host open models, allowing them to retain the weight and control over sensitive data instead of relying solely on closed-model providers,” said Chelsey Tam, senior equity analyst at financial services firm Morningstar.Who is behind China’s latest AI breakthrough?Moonshot AI was founded three years ago by Yang Zhilin, a promising software engineer in his early 30s from China’s Southeastern city of Shantou.He demonstrated potential early on when studying at Tsinghua University, China’s most elite engineering school, under Tang Jie, a professor who would go on to found another prominent AI startup Z.ai in 2019.“He is the most talented and exceptional student I’ve encountered in recent years,” Tang said while recommending Yang for a scholarship in 2014.Yang went to Carnegie Mellon University for his PhD in computer science at under Ruslan Salakhutdinov, a former AI executive at Meta and Apple. By the end of his studies, Salakhutdinov recalled, Yang turned down a job offer by a senior Apple executive who reported directly to Tim Cook.“I remember him telling me that if he didn’t at least try starting his own company, he would regret it for the rest of his life. I respect that, and he was right,” Salakhutdinov said in a post on X.Yang later said the decision came down to two things. “First was the environment. We saw tremendous opportunities, from government and venture-capital support to the advances China had made in education over the past few decades, all of which created favorable conditions for AI startups,” he told state-run media in 2024. “Second, we believed AI represented a massive opportunity.”Yang stood out in China’s AI industry not only for founding Moonshot at the age of 32, making him one of the country’s youngest AI entrepreneurs, but also for choosing to return to China to launch his venture.From the start, Yang had grand ambitions. He told a podcast in 2024 that the startup’s name was a nod to his favorite album by British rock band Pink Floyd, “Dark Side of the Moon,” in the hope that it would “accomplish something that would create enormous value but would also be extremely difficult — much like landing on the moon.”Moonshot quickly reached national fame after releasing its first Kimi model – named after Yang’s English name – in 2023. That same year, Moonshot secured nearly $300 million in its first two funding rounds, according to a 2024 interview with Chinese media.Is it another ‘DeepSeek moment’?The international attention that Kimi K3’s has garnered echoes the rise of DeepSeek in early 2025, when its R1 reasoning model sent shockwaves through the global AI community.This time, K3 delivered performance approaching frontier systems such as OpenAI’s GPT 5.6 Sol and Anthropic’s Claude Fable 5 on various benchmarks, further narrowing the gap between Chinese and American AI models.But analysts say Moonshot’s achievement should be viewed through a different lens.DeepSeek challenged the conventional wisdom that developing an advanced AI model requires massive financial investment and vast computing power, and offered competitive pricing.But K3’s discount to frontier models is much smaller than R1’s was at launch, suggesting its cost advantage may be less significant than DeepSeek’s, according to Ivan Su, director at Morningstar.What K3 demonstrates is that Chinese companies are continuing to build on the success of DeepSeek, and close the gap between Chinese and US AI models, said Poe Zhao, analyst and founder of the newsletter Hello China Tech.“Its broader significance is that DeepSeek increasingly looks like the beginning of a pattern,” he said. “DeepSeek was a surprise. K3 is evidence that China’s progress is becoming more repeatable.”Since DeepSeek, Chinese AI firms like Moonshot, Alibaba and Z.ai are getting more attention for each new model, with the pace of the rollouts speeding up.With K3, Wei Sun, principal AI analyst at market analysis firm Counterpoint Research, said the general gap between Chinese and American models has narrowed to three to six months, though it varies significantly by task.Still, other analysts have expressed reservations toward K3’s true capabilities.“While K3 constitutes progress, we’d hesitate to ascribe it near-parity with American frontier models, such as Fable 5, in real-world tasks,” said Malik Ahmed Khan, senior equity analyst at Morningstar in a research note last Friday. Many open model developers have optimized software performance around benchmarks for better results in the past, he explained.Is it a threat to the US?For American tech companies, free and comparable Chinese models like K3 threaten to undermine their own products.Leading US AI firms Anthropic and OpenAI have long accused Chinese labs, including Moonshot, DeepSeek and Alibaba, of extracting capabilities from their models. Those claims have intensified with the arrival of K3.Huang Zhenxin, Moonshot AI’s head of enterprise business, denied the accusations of distillation in an interview with state-run media on Monday.But that has not stopped new allegations from Washington.“We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model,” said Michael Kratsios, Director of the White House Office of Science and Technology Policy, in a Wednesday post on X. “Large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.”Sarah Heck, Anthropic’s policy head, echoed Kratsios in an X post that accused Moonshot of engaging in “IP theft and industrial espionage,” calling it a “national challenge that creates serious national security risks.”CNN has reached out to Moonshot for comment.Treasury Secretary Scott Bessent also reiterated Wednesday that the US could sanction Chinese firms over such IP theft, without mentioning Moonshot or others by name.“When PRC firms conduct covert, industrial-scale distillation attacks that cross the line into IP theft, sanctions and Entity List designations will be on the table,” he said on X, referring to the country’s formal name People’s Republic of China.Most analysts, however, found the distillation accusation against Moonshot unlikely.Sun of Counterpoint said Moonshot would not have had enough time to train its AI model with its rivals’ latest models, which had limited availability before K3’s launch. And distillation alone would not account for Kimi K3’s outperformance, she added.“The timeline is unconvincing,” she said.The-CNN-Wire™ & © 2026 Cable News Network, Inc., a Warner Bros. Discovery Company. All rights reserved.
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