Clicxpost

Tech

Jaguar Land Rover shifts strategy to the U.S. as profits stay under pressure

Jaguar Land Rover shifts strategy to the U.S.

Jaguar Land Rover (JLR) expects a profit margin of about 4% this year. That is better than last year’s 0.7%, but still far from its earlier goal of around 10%.

You can see how investors responded. Shares of Tata Motors dropped by up to 10% in a single trading session. JLR makes up around 80% of Tata Motors’ revenue, so any change at the carmaker has a direct effect on the parent company’s stock.

If you track auto stocks, this is the kind of update that usually triggers sharp moves. Lower margins signal slower earnings recovery.

What hurt JLR over the past year

JLR dealt with several problems at the same time.

Tariffs in the United States increased the cost of importing vehicles. A cyberattack forced a production pause, which disrupted deliveries. Supply chains also stayed unstable due to global political tensions, including effects linked to the Iran conflict.

These issues came while demand patterns were already shifting. Luxury buyers in some regions reduced spending, while competition increased in key markets.

U.S. becomes the main focus

JLR now plans to focus more heavily on the United States.

The company wants to grow its U.S. business to match the size of its current global operations over the next few years. CEO PB Balaji outlined this target as part of the new plan.

You will likely see more Range Rover, Defender, and Discovery models pushed into the U.S. market. JLR believes wealthy U.S. buyers will support higher-priced vehicles, which helps improve margins.

The company will rely on its partnership with Stellantis to expand its reach in North America. It does not have its own manufacturing base in the U.S., so imports will continue to play a major role.

China sales lose momentum

China used to be one of JLR’s strongest growth markets. That has changed.

Local car brands now compete directly in the luxury segment. Many offer lower prices and faster updates in electric and hybrid technology. At the same time, China’s broader economy has slowed, which reduces demand for imported luxury cars.

For JLR, this means fewer easy sales in a market that once delivered strong growth. The company is shifting attention away from China as a result.

Cost cuts and financial targets

JLR plans to cut about $2.3 billion in costs over the next two years.

This includes tighter control over production spending and operational efficiency. The company also wants to reduce the number of vehicles it needs to break even. That target moves down to 300,000 units from 425,000.

In simple terms, JLR wants to stay profitable even if it sells fewer cars.

At the same time, the company is keeping its £18 billion investment plan in place through fiscal 2024. That money goes into new models and future vehicle platforms.

Shift in electric vehicle strategy

The company is adjusting its approach to electrification.

Instead of moving quickly to full electric models, JLR will expand hybrid versions of its main brands. You will see more hybrid Range Rover, Defender, and Discovery models in upcoming releases.

This reflects slower EV demand in some regions. Charging infrastructure and pricing still affect buyer decisions, especially in premium segments.

What this means for the business outlook

JLR is trying to balance growth with cost control.

The U.S. offers stronger demand for luxury vehicles. China is less predictable now. Costs remain high across the auto industry, especially with tariffs, logistics, and technology investment.

A 4% margin forecast shows progress, but it also shows recovery is still in early stages. If you follow the sector, this is not a full turnaround yet. It is a reset phase.

Key risks to watch

There are three main pressure points going forward.

First, U.S. expansion depends on strong demand holding up in the luxury segment. Any slowdown in consumer spending will hit sales quickly.

Second, China may continue to weaken if local brands keep gaining share.

Third, cost reduction needs to stay on track. Missing the $2.3 billion target would reduce the chance of hitting the 4% margin.

Bottom line for readers tracking the company

JLR is betting on the U.S. to carry more weight in its global sales mix. At the same time, it is cutting costs and adjusting its product line toward hybrids.

You should expect uneven results over the next few quarters. Sales growth in one region may not fully offset weakness in another. The next update on margins and U.S. demand will show whether this shift is working or still in progress.

RECOMMENDED
Tech

Trump Renames AI “Super Intelligence” in Executive Order as Calls for Regulation Grow

By George Mensah 4 min read

President Donald Trump signed an executive order on Tuesday, Sept. 29, 2026, that renames artificial intelligence “super intelligence” across the federal government. The White House says the new term better describes what the technology can do. The order lands as critics press Washington for stricter limits on how fast AI develops.

What the order says

The executive order argues that current systems do “much more than imitate or automate discrete aspects of human intelligence.” It goes further in its central passage. “As these capabilities continue to improve, they increasingly represent not merely artificial intelligence, but a new era of Super Intelligence,” the text reads.

It adds that federal terminology “should reflect the transformative capabilities of these technologies and the limitless opportunities they create for the American people.”

Trump spoke to reporters after signing. “It’s not artificial, we all agree on that,” he said.

What agencies must do now

Every federal agency has to use the new term, or its short form “SI,” when it talks about the technology in public. That covers public communications, websites, reports and policy documents. If your local agency publishes an AI guidance page, expect it to change.

The order also gives Michael Kratsios, director of the Office of Science and Technology Policy, a defining role. He will decide whether the official definition of “super intelligence” should be modified or expanded. The order does not set a deadline for that decision.

A term that already means something else

The rename creates a vocabulary problem. In the AI field, super intelligence already refers to a specific kind of system, one that exceeds human cognitive ability in virtually every area of thinking. Nobody has built one. Researchers treat it as a future possibility, and much of the safety debate centers on it.

Under the order, federal documents will apply that label to chatbots, coding assistants and image generators that exist today. A reader who sees “SI” in a government report may assume the government is describing something far more advanced than what companies actually sell. Kratsios’s authority to modify the definition could narrow that gap, or it could widen it.

Timing and the push against regulation

The order follows a week of similar messaging. Trump began using the term at the U.N. General Assembly last week, where he pushed back on calls for tighter rules on the industry. He told world leaders that tech executives would build the right guardrails into their own models.

Concerns have grown since then. Worries about AI replacing workers keep rising. Recent reporting has also described rogue agents linked to a security breach involving Australia’s prime minister, and AI agents that accessed U.S. government websites. Some systems have also been used to start cyberattacks.

Trump has repeatedly called whistleblower warnings about weak oversight overblown and a “hoax.” He has said he will not slow AI growth. In his view, keeping American dominance in the technology is a national security matter.

The industry’s own safeguard

On the same day, tech executives signed a “morally binding” constitution on AI at the White House. Its terms ask companies to hire an independent external auditor. The auditor would check that models are “operating as intended.”

The document also asks companies to set up internal controls meant to stop models from hacking systems. A team would monitor those controls. That team would answer to an independent committee of the company’s board.

The wording matters here. “Morally binding” describes an obligation companies accept by choice. The reporting on the document does not describe fines, penalties or a government body that could enforce it. Whether outside auditors get real access to model internals, and what happens if one finds a problem, are open questions.

What the two actions have in common

The order and the constitution came out the same day, and they share a theme. Both keep the government’s role limited. The order changes what officials call the technology. The constitution leaves safety checks largely in company hands.

Supporters of that approach say it keeps American firms moving fast against foreign competitors. They argue that rigid rules written now could be out of date within a year. Critics say voluntary pledges have a weak record in other industries, and that a stronger name for the technology may make the public less cautious about it.

Neither side has settled the argument. What is clear is the direction of policy. The administration is choosing branding and industry commitments over new binding rules, at a moment when the documented incidents involving AI agents are piling up.

What happens next

Three things are worth watching over the coming weeks.

  • Kratsios’s definition. Any change to the official meaning of “super intelligence” will show how the administration wants the term understood.
  • Agency compliance. Federal sites and reports should begin switching to “SI” now that the order requires it.
  • The auditor provision. The industry constitution only matters if independent auditors are named, given access and allowed to publish what they find.

Congress has not yet responded to the order, and no agency has published a compliance timeline. Until Kratsios acts on the definition, “super intelligence” will mean one thing to researchers and something looser in federal paperwork.

Tech

Trump to Launch “AI Force” and Name AI Tsar Despite Safety Warnings

By George Mensah 4 min read

President Donald Trump says he will create an “AI Force” and appoint an artificial intelligence tsar, pushing back hard against a wave of warnings from researchers and industry leaders about the technology’s risks. In a social media post on Saturday, Trump said his administration “will not in any way hinder or stifle the growth” of the AI industry and rejected calls to slow development until stronger safeguards are in place. He gave no details on the AI Force’s structure or a timeline for when it would launch.

Trump frames AI as bigger than the internet

Trump described AI as a transformation on the scale of the Industrial Revolution. “AI is the next Industrial Revolution, or Internet, but will be even larger and more impactful, possibly as much as 25% of our Country’s GDP,” he wrote, adding that he wants the US to keep its lead over China in the field.

That competition now shapes much of the broader US-China relationship, with both countries pouring resources into advanced technology to gain an edge. The topic is expected to come up when Trump meets Chinese President Xi Jinping next week.

Trump also said his administration would rely on the existing criminal and civil justice system to go after anyone who uses AI for harmful purposes. He repeated his earlier position that warnings about AI’s dangers amount to a “hoax.”

Researchers raise alarms over catastrophic risk

Trump’s comments come amid mounting concern from current and former AI researchers. One has estimated there is a greater than 10% chance the technology could “kill all humans,” a claim that has unsettled parts of the industry and fueled calls for coordinated regulation.

Major AI labs are racing to build increasingly capable systems, including what they describe as superintelligence — AI that would exceed human intelligence across the board. Anthropic, OpenAI and Google, the companies behind Claude, ChatGPT and Gemini, have each disclosed security breaches or cases where their chatbots were used for what they called malicious activity.

Anthropic CEO Dario Amodei has called for the industry to slow down, proposing a coordinated deceleration, tighter regulation, and independent monitoring of how AI models are developed. Sam Altman of OpenAI and Elon Musk of xAI have both said they agree with Amodei’s recommendations.

Anthropic co-founder Jack Clark told the BBC that the industry may need a mandatory “kill switch” that a third party can verify, giving outside auditors a way to confirm AI systems can actually be shut down if something goes wrong.

Lawmakers weigh regulation as industry pushes back

These warnings have pushed US lawmakers to draft legislation targeting AI, but Altman argued this week that Washington has struggled to keep pace with how fast the technology is moving and how it should be regulated. Speaking at a conference in San Francisco, he said the public should trust AI companies to manage the risks themselves.

“The world should trust that we are going to do the right thing because it’s the right thing and we feel the magnitude of this,” Altman said.

That argument has not convinced everyone. In the UK, MPs and peers from across party lines have identified specific human rights risks tied to artificial intelligence and say current laws are not equipped to handle how quickly the technology is advancing. The Joint Committee on Human Rights has published a report calling for new legislation designed to “address the scale and seriousness” of these threats, adding pressure on governments to act faster than the industry itself seems willing to.

A widening gap between Washington and the industry’s critics

The contrast between Trump’s approach and the warnings from within the AI industry is stark. While Amodei, Clark and others are pushing for slower development and outside verification, Trump’s plan points toward expansion, with a dedicated federal structure and a senior official tasked with steering AI policy rather than restraining it.

Trump has not said who might serve as AI tsar or what authority the role would carry. He also hasn’t detailed how an “AI Force” would function, whether it would sit within an existing agency, or what its relationship would be to ongoing congressional efforts to draft AI legislation.

What’s clear is that the administration’s posture puts economic growth and competition with China ahead of the precautionary measures researchers and some AI company leaders are requesting. With Trump set to meet Xi next week and AI likely on the agenda, the coming weeks may offer a clearer picture of how the US plans to balance those competing pressures, both at home and internationally.

For now, the specifics remain open. No text or executive order describing the AI Force has been released, and it’s not yet known whether the initiative will move through Congress, come via executive action, or take some other form entirely.

ADVERTISEMENT
Scroll to Top