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JPMorgan cuts lending to Situational Awareness after AI losses reach billions

9/12/2026

JPMorgan has terminated its lending relationship with Situational Awareness, the hedge fund founded by Leopold Aschenbrenner, after the fund absorbed billions of dollars in losses during an AI sell-off.

The bank's decision severs a key credit line for the fund. Credit a major bank extends to a hedge fund holds only as long as the fund's financial position does.

Collateral value and drawdown depth are the inputs the lender watches most closely.

When losses in the billions move through a book in a sell-off, both deteriorate: posted collateral is worth less, and the bank's own exposure to a distressed position becomes acute.

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