Anywhere from $40 billion to $150 billion of leveraged loans packaged into US collateralized loan obligations could be disrupted by the artificial intelligence boom, according to JPMorgan Chase & Co.
That’s because those loans fall within sectors most associated with AI risk, according to the Wall Street lender, which released its estimate as a recap of the SFVegas 2026 conference where software’s impact on corporate CLOs was “the topic du jour.”
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