I don't know in this case, but I'd guess

1) Cyber security risk (straightforward)

2) Software stocks have been declining materially on AI competition fears, which can potentially impair loans to those companies, which cascades if there are enough defaults.

The second is mostly just driven by misinformed investors IMO, but the valuation haircuts as a result are real and can impair existing loans.

(Not to say these software companies weren't overvalued to begin with, just the reasoning for the decline is misplaced imo)