Foresight News 消息，Framework 合伙人 Vance Specer 发推表示，“以往四年一轮的加密货币以及利率周期，如今已被英伟达 GPU 升级周期所取代未来三年，我们将处于布莱克威尔（Blackwell）周期（注：指英伟达新一代 GPU 架构周期），在此期间风险资产将持续获得资金青睐。当判断超大规模数据中心运营商 / 人工智能实验室将削减开支时，便是卖出时机。”
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