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Key Points:
- Marc Franklin from Manulife Investment Management discusses the increasing connections between AI borrowers and lenders.
- He mentions the significance of both on- and off-balance-sheet financing, indicating that these trends are becoming systemic.
- Investors need to be patient regarding the returns from ongoing developments.
- Franklin also highlights the potential for nuclear power to play a crucial role in addressing the energy demands of data centers and facilitating the transition to clean energy.
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