美年理金投资管理的马克·富兰克林表示，AI借款人和贷款人之间的联系日益紧密，以及资表内外融资方式的普及，正在形成系统性规模。他表示，投资者在等待建设阶段的回报时需要耐心。
Marc Franklin of Manulife Investment Management says the growing links between AI borrowers and lenders, along with both on- and off-balance-sheet financing, are taking on systemic proportions. He says investors will need patience as they wait for returns from the buildout.
他还认为核能将在满足数据中心能源需求和清洁能源转型中发挥更大的作用。
He also sees nuclear power playing a larger role in meeting the energy needs of data centers and the clean energy transition.