# JPMorgan: lenders now want cash flow from AI firms, not just the AI name

J.P. Morgan Private Bank says the market now puts the five-year default odds of one AI infrastructure company carrying heavy debt near or above 50%. Twelve months earlier, the same measure was below 30%.The numbers are from an Oct. 23 report by Justin Biemann, global investment strategist at J.P. Mo

| Fact | Value |
| --- | --- |
| Published | 27 October 2026 |

Source: https://egamers.io/jpmorgan-lenders-now-want-cash-flow-from-ai-firms-not-just-the-ai-name/