NVIDIA Blackwell NVL72 Overheating: Tundaan Masif ke Q1 2025, Hyperscaler Revisi Capex

Krisis termal NVL72 120kW memaksa redesign rack, tunda pengiriman massal ke Q1 2025. Microsoft, Meta, Google revisi Capex. Analisis dampak supply chain & saham NVDA.