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

Kronologi Krisis Termal NVL72: Dari Announce ke Redesign Maret 2024: Launch Blackwell Platform NVIDIA meluncurkan platform Blackwell pada Maret 2024 dengan target produksi volume NVL72 di H2 2024.

  • NVIDIA Blackwell NVL72 overheating issue triggers major capital plan changes in Q1 2025
  • NVIDIA redesigns cooling from conventional air to direct-to-chip cold-plate solution
  • Microsoft, Meta, and Amazon postpone cluster delivery plans for Q1 2025

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