[GG clean] fix(concurrency): isolate graph state and B12X MoE overlap

[voipmonitor]

Summary

Reapply the useful concurrency fix from previous PR #132 after resetting dev/gilded-gnosis back before the Jul 20 merge/revert block.

This PR is stacked on the clean #131 replacement branch.

Original PR

• Previous merged PR: [GG] fix(concurrency): isolate graph state and gate B12X MoE overlap #132
• Original commit cherry-picked with provenance: 2217d94e8e

Changes

• Isolate graph state and recycled CUDA graph resources.
• Gate B12X MoE overlap behavior behind the safe conditions introduced in the original fix.
• Add/retain unit coverage for fused all-reduce graph state, DCP A2A graph behavior, shared experts stream handling, MoE warmup, workspace isolation, and NVFP4/NF3 hybrid paths.

Merge Order

Merge only after #142, and only after explicit approval.

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[voipmonitor]

Superseded by #149. The replacement is based directly on dev/gilded-gnosis and keeps the graph/channel/workspace isolation while replacing the blanket W4A16 overlap disable with the validated pre-resident ordering contract. Its SparkInfer dependency is local-inference-lab/b12x#58.