{"id":18788,"date":"2025-11-04T13:48:04","date_gmt":"2025-11-04T06:48:04","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=18788"},"modified":"2025-11-04T13:48:04","modified_gmt":"2025-11-04T06:48:04","slug":"big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar-18788\/","title":{"rendered":"Big Tech Naikkan Belanja Modal hingga Ratusan Miliar Dolar"},"content":{"rendered":"<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-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar-18788\/#Dari_Amazon_hingga_Meta\" >Dari Amazon hingga Meta<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar-18788\/#AI_Sudah_Mulai_Menghasilkan_Uang\" >AI Sudah Mulai Menghasilkan Uang<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar-18788\/#Tanda-Tanda_Kelelahan_Depresiasi_Layoff_dan_Margin_Tipis\" >Tanda-Tanda Kelelahan: Depresiasi, Layoff, dan Margin Tipis<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/big-tech-naikkan-belanja-modal-hingga-ratusan-miliar-dolar-18788\/#Apakah_Ini_Awal_Gelembung_AI_atau_Sekadar_Awal_Revolusi\" >Apakah Ini Awal Gelembung AI atau Sekadar Awal Revolusi?<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Dari_Amazon_hingga_Meta\"><\/span><b>Dari Amazon hingga Meta<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Empat raksasa teknologi dunia kini tampak kompak mengerem laju profit jangka pendek demi memperluas pijakan di era AI. Amazon (AMZN) menaikkan proyeksi belanja modal tahunan menjadi US$125 miliar, naik dari outlook sebelumnya US$118,5 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alphabet (GOOG) mengikuti langkah tersebut, menaikkan panduan capex menjadi US$92 miliar dari US$85 miliar, menandai kenaikan untuk kuartal ketiga berturut-turut. Meta (META) bahkan sudah tiga kali dalam setahun menaikkan anggaran AI-nya, kini di kisaran US$71 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sementara itu, Microsoft (MSFT) melaporkan belanja modal kuartal pertamanya mencapai US$35 miliar, melampaui ekspektasi analis Bloomberg yang mematok US$30 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menariknya, Microsoft menegaskan bahwa pengeluaran akan tumbuh lebih cepat pada tahun fiskal 2026 dibanding 2025 indikasi bahwa perusahaan belum berencana menurunkan gas sedikit pun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Semua angka tersebut bahkan belum mencakup total investasi yang dikeluarkan lewat biaya operasional, seperti kontrak dengan penyedia pusat data AI pihak ketiga. Misalnya, Microsoft dan Meta kini menjadi pelanggan besar CoreWeave (CRWV), penyedia pusat data berbasis GPU yang kini ikut menikmati lonjakan permintaan AI global.<\/span><\/p>\n<p><b>Gelembung yang Masih Mengembang<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Bagi analis, masifnya investasi ini bukan tanda bahaya, melainkan bukti bahwa \u201cgelembung AI masih punya jarak panjang sebelum meletus.\u201d Menurut David Nicholson dari Futurum Group, dunia masih berada dalam fase ekspansi AI yang luar biasa besar, dan masih banyak ruang bagi pertumbuhan nilai ekuitas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cKita masih jauh dari risiko koreksi besar,\u201d katanya kepada <\/span><i><span style=\"font-weight: 400;\">Yahoo Finance<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Faktanya, pasar tampak membenarkan pandangan itu. Saham Amazon baru saja mencapai rekor tertinggi sepanjang masa, sementara Alphabet juga mencatat lonjakan signifikan pasca laporan pendapatan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bahkan dengan sedikit kekecewaan di Azure milik Microsoft dan keraguan terhadap strategi AI Meta, kapitalisasi pasar gabungan keempat raksasa itu kini melampaui US$9 triliun, menandakan kepercayaan investor terhadap AI masih sangat tinggi.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"AI_Sudah_Mulai_Menghasilkan_Uang\"><\/span><b>AI Sudah Mulai Menghasilkan Uang<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Bukan hanya investasi AI kini mulai menghasilkan uang nyata. Alphabet mengonfirmasi bahwa kecerdasan buatan sudah menyumbang miliar dolar pendapatan tambahan untuk segmen Google Cloud, mendorong backlog perusahaan melonjak ke US$158 miliar, dari US$86,8 miliar tahun lalu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Di sisi lain, Amazon Web Services (AWS) mencatat backlog hingga US$200 miliar, dengan sebagian besar pertumbuhan didorong oleh permintaan layanan berbasis AI generatif.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Microsoft, dengan pendapatan Intelligent Cloud sebesar US$30,9 miliar, juga melampaui ekspektasi analis yang memproyeksikan US$30,2 miliar, meskipun margin tekanan mulai terlihat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Artinya, proyek AI mulai membawa arus kas nyata, meski pengembalian penuh terhadap investasi besar masih sulit diukur. \u201cKita belum tahu hasil akhirnya seperti apa,\u201d kata Kim Forrest, analis di Bokeh Capital Partners.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cNamun yang jelas, perusahaan-perusahaan paling menguntungkan di dunia ini masih membiayai ekspansi AI dari kantong mereka sendiri bukan dari utang.\u201d<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tanda-Tanda_Kelelahan_Depresiasi_Layoff_dan_Margin_Tipis\"><\/span><b>Tanda-Tanda Kelelahan: Depresiasi, Layoff, dan Margin Tipis<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Meski begitu, tidak semua indikator bersinar. Laporan terbaru menunjukkan depresiasi aset khususnya GPU dan infrastruktur yang dibeli beberapa tahun lalu mulai menggigit margin keuntungan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alphabet CFO Anat Ashkenazi menegaskan adanya peningkatan signifikan dalam biaya depresiasi kuartalan, dan tren itu akan terus menekan margin di tahun-tahun mendatang. Amazon dan Meta juga melaporkan hal serupa dalam laporan keuangannya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut analis Gil Luria dari D.A. Davidson, efeknya akan sangat besar: \u201cKita sudah melihat perusahaan mulai menekan perekrutan dan bahkan melakukan pemutusan hubungan kerja untuk menyeimbangkan tekanan margin akibat depresiasi.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fenomena ini memperlihatkan sisi gelap dari ekspansi besar-besaran bahwa setiap GPU dan pusat data baru membawa beban akuntansi jangka panjang yang bisa menggerus profitabilitas bila tidak diimbangi monetisasi cepat.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Apakah_Ini_Awal_Gelembung_AI_atau_Sekadar_Awal_Revolusi\"><\/span><b>Apakah Ini Awal Gelembung AI atau Sekadar Awal Revolusi?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Para investor kini dihadapkan pada dilema klasik: apakah mereka sedang menyaksikan awal dari \u201cgelembung dot-AI\u201d, atau babak pertama dari revolusi teknologi paling penting dalam 20 tahun terakhir?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Di satu sisi, valuasi saham teknologi sudah mencetak rekor baru, dan ekspektasi terhadap AI kadang nyaris utopis. Namun di sisi lain, produk AI kini mulai menghasilkan pendapatan konkret dan mengubah operasi bisnis lintas sektor dari perbankan, logistik, hingga kesehatan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pasar tampaknya setuju dengan pandangan kedua. Optimisme ini mungkin bukan sekadar euforia, melainkan refleksi atas keyakinan bahwa AI akan menjadi tulang punggung ekonomi digital berikutnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cKita belum melihat tanda-tanda kelelahan permintaan,\u201d ujar Forrest. \u201cSelama perusahaan seperti Amazon dan Microsoft masih bisa membiayai ekspansi AI tanpa mengorbankan arus kas, pasar akan terus memberi mereka ruang.\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fenomena lonjakan belanja AI di Wall Street hari ini seolah menegaskan satu hal: dunia belum selesai dengan hype kecerdasan buatan. Bahkan, mungkin baru saja memulainya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun sejarah mengingatkan bahwa euforia besar hampir selalu diikuti dengan fase penyesuaian keras. Jadi, pertanyaan penting bagi investor bukan lagi <\/span><i><span style=\"font-weight: 400;\">\u201cApakah ini gelembung?\u201d<\/span><\/i><span style=\"font-weight: 400;\"> melainkan <\/span><i><span style=\"font-weight: 400;\">\u201cSeberapa jauh lagi ia bisa mengembang sebelum meletus?\u201d<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">Selama para raksasa seperti Amazon, Alphabet, Microsoft, dan Meta masih sanggup membiayai mimpi AI mereka dengan uang tunai sendiri, mungkin gelembung ini akan terus mengembang dan membawa pasar saham naik bersamanya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tetapi, seperti yang sering dikatakan para veteran Wall Street: <\/span><i><span style=\"font-weight: 400;\">\u201cBahkan gelembung terbesar pun indah\u2026 sampai ia pecah.\u201d<\/span><\/i><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>aksasa teknologi dunia terus mengucurkan dana raksasa ke kecerdasan buatan. Dari Amazon hingga Microsoft, belanja modal naik tajam tetapi apakah ini tanda pertumbuhan berkelanjutan, atau gelembung AI yang siap meledak?<\/p>\n","protected":false},"author":1,"featured_media":18791,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[74,16,28,52,27,17,29],"class_list":["post-18788","post","type-post","status-publish","format-standard","has-post-thumbnail","category-saham-as","tag-berita","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=\"aksasa teknologi dunia terus mengucurkan dana raksasa ke kecerdasan buatan. 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