{"id":17079,"date":"2025-08-18T22:08:52","date_gmt":"2025-08-18T15:08:52","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=17079"},"modified":"2025-08-19T22:11:09","modified_gmt":"2025-08-19T15:11:09","slug":"portofolio-nvidia-ungkap-fokus-ke-infrastruktur-ai-coreweave-jadi-taruhan-terbesar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/portofolio-nvidia-ungkap-fokus-ke-infrastruktur-ai-coreweave-jadi-taruhan-terbesar-17079\/","title":{"rendered":"Nvidia Ungkap Fokus ke Infrastruktur AI, CoreWeave Jadi Taruhan Terbesar"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Nvidia kembali menunjukkan bahwa ambisinya di dunia kecerdasan buatan (AI) jauh melampaui sekadar menjual chip grafis berdaya tinggi. Dalam laporan 13F terbaru ke Securities and Exchange Commission (SEC), raksasa semikonduktor asal California itu terungkap diam-diam menambah porsi investasinya pada CoreWeave (CRWV), perusahaan penyedia infrastruktur cloud berbasis GPU yang sedang naik daun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Langkah ini bukan hanya transaksi biasa. Dengan total nilai investasi yang kini mendekati US$4,33 miliar, CoreWeave resmi menjadi saham terbesar dalam portofolio Nvidia, menyumbang lebih dari 91% kepemilikan ekuitasnya hingga akhir Juni 2025.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebagai perbandingan, saham Arm Holdings yang menjadi posisi terbesar kedua Nvidia, hanya mewakili sekitar 4,1% dari total portofolio.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/berita\/portofolio-nvidia-ungkap-fokus-ke-infrastruktur-ai-coreweave-jadi-taruhan-terbesar-17079\/#Nvidia_CoreWeave_Simbiosis_AI_Masa_Depan\" >Nvidia + CoreWeave: Simbiosis AI Masa Depan<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/berita\/portofolio-nvidia-ungkap-fokus-ke-infrastruktur-ai-coreweave-jadi-taruhan-terbesar-17079\/#Portofolio_Nvidia_Lebih_dari_Sekadar_Chip\" >Portofolio Nvidia: Lebih dari Sekadar Chip<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/berita\/portofolio-nvidia-ungkap-fokus-ke-infrastruktur-ai-coreweave-jadi-taruhan-terbesar-17079\/#Sinyal_Kuat_untuk_Investor\" >Sinyal Kuat untuk Investor<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Nvidia_CoreWeave_Simbiosis_AI_Masa_Depan\"><\/span><b>Nvidia + CoreWeave: Simbiosis AI Masa Depan<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CoreWeave, yang awalnya lahir sebagai mining pool Ethereum sebelum bertransformasi menjadi penyedia cloud khusus AI, kini muncul sebagai pemain kunci di infrastruktur komputasi generatif.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan layanan GPU-accelerated cloud yang sangat dibutuhkan startup maupun raksasa teknologi, CoreWeave berhasil memosisikan diri bukan sekadar pelanggan, melainkan juga mitra strategis Nvidia.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kenaikan kepemilikan saham dari 17,9 juta lembar pada kuartal pertama menjadi 24,28 juta lembar di kuartal kedua menunjukkan tingkat kepercayaan Nvidia yang sangat tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bahkan, beberapa analis di Wall Street menyebut hubungan Nvidia-CoreWeave ini sebagai \u201cpasangan emas AI\u201d yang bisa mendefinisikan lanskap infrastruktur digital dekade berikutnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut laporan CNBC sebelumnya, CoreWeave sudah mengantongi kontrak besar senilai miliaran dolar dari perusahaan teknologi top AS untuk penyewaan server AI berbasis GPU Nvidia H100.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan meningkatnya permintaan global terhadap layanan AI generatif, kolaborasi ini berpotensi menciptakan siklus keuntungan timbal balik: semakin besar CoreWeave, semakin tinggi permintaan GPU Nvidia.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Portofolio_Nvidia_Lebih_dari_Sekadar_Chip\"><\/span><b>Portofolio Nvidia: Lebih dari Sekadar Chip<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Selain CoreWeave, Nvidia juga tercatat memiliki saham di beberapa perusahaan lain yang masih berada dalam ekosistem AI dan komputasi canggih:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Arm Holdings (ARM):<\/b><span style=\"font-weight: 400;\"> ~4,1% portofolio. Penyedia arsitektur chip yang mendominasi perangkat mobile dan edge computing.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Applied Digital (APLD):<\/b><span style=\"font-weight: 400;\"> ~1,8% portofolio. Fokus pada pusat data berperforma tinggi.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Nebius (NBIS):<\/b><span style=\"font-weight: 400;\"> ~1,5% portofolio. Perusahaan infrastruktur cloud dengan spesialisasi komputasi berat.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Recursion Pharmaceuticals (RXRX):<\/b><span style=\"font-weight: 400;\"> kepemilikan kecil, tapi signifikan karena menggarap AI untuk penemuan obat.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Meski porsinya relatif kecil dibanding CoreWeave, diversifikasi ini memperlihatkan strategi Nvidia yang lebih luas: mengunci posisi di seluruh rantai nilai AI, dari semikonduktor hingga bioteknologi.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Sinyal_Kuat_untuk_Investor\"><\/span><b>Sinyal Kuat untuk Investor<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Bagi investor, langkah ini menjadi sinyal tegas bahwa Nvidia memandang pembangunan infrastruktur AI bukanlah tren sesaat, melainkan pergeseran struktural jangka panjang.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dengan kapitalisasi pasar yang sudah melampaui US$3 triliun pada pertengahan 2025, Nvidia tampak tidak puas hanya menjadi pemasok chip. Ia ingin berperan sebagai arkitek ekosistem AI global.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, di sisi lain, ada peringatan dari beberapa analis yang melihat potensi overheating pada sektor AI. Valuasi CoreWeave, misalnya, melonjak drastis dalam setahun terakhir sejak IPO, membuat sebagian investor ritel khawatir akan gelembung.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tetapi bagi Nvidia, taruhan besar ini justru mencerminkan keyakinan bahwa AI baru memasuki babak awal.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keputusan Nvidia menambah saham CoreWeave adalah lebih dari sekadar investasi finansial ini adalah pernyataan strategis. Dengan memperkuat ikatan dengan pemain infrastruktur AI, Nvidia berupaya memastikan dominasinya tidak hanya di pasar hardware, tapi juga dalam menentukan arah industri AI secara global.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Seperti kata seorang analis di Morgan Stanley, \u201cJika CoreWeave berhasil, Nvidia tidak hanya akan menjadi pemasok terbesar chip AI, tapi juga investor paling berpengaruh dalam membentuk masa depan AI.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dan bagi pasar, pesan yang tersampaikan jelas: AI masih jauh dari puncaknya, dan Nvidia ingin memastikan dirinya tetap berada di pusat pusaran tersebut.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurutmu, apakah langkah Nvidia ini lebih mirip strategi jangka panjang yang visioner atau justru risiko spekulatif di tengah hype AI?<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia kuasai CoreWeave, bukti AI bukan tren sesaat. Lihat bagaimana raksasa chip ini membangun ekosistem AI jangka panjang.<\/p>\n","protected":false},"author":1,"featured_media":17080,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80],"tags":[74,152,16,28,52,27,17,29],"class_list":["post-17079","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","tag-berita","tag-nvidia","tag-saham","tag-saham-amerika","tag-saham-as","tag-stock","tag-stocks","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Nvidia kuasai CoreWeave, bukti AI bukan tren sesaat. 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