{"id":19197,"date":"2025-11-26T11:48:56","date_gmt":"2025-11-26T04:48:56","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=19197"},"modified":"2025-11-26T11:48:56","modified_gmt":"2025-11-26T04:48:56","slug":"nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/","title":{"rendered":"Nvidia Tertekan Setelah Laporan Google-Meta Bahas Kesepakatan Chip AI Bernilai Miliaran Dolar"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Saham Nvidia tergelincir <\/span><b>2,6%<\/b><span style=\"font-weight: 400;\"> pada perdagangan Selasa setelah laporan The Information menyebut Google tengah bernegosiasi dengan Meta untuk menjual chip AI Tensor Processing Units (TPU) dalam transaksi bernilai miliaran dolar mulai 2027.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jika terwujud, langkah ini menandai perubahan strategi besar Google: dari hanya menyewakan akses TPU melalui Google Cloud, kini memasuki model penjualan langsung wilayah dominan Nvidia.<\/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\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Google_Siap_Masuk_Pasar_Penjualan_Chip_AI_Ancaman_Langsung_bagi_Nvidia\" >Google Siap Masuk Pasar Penjualan Chip AI, Ancaman Langsung bagi Nvidia<\/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\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Pelanggan_Nvidia_Kini_Menjadi_Kompetitor_Terbesar\" >Pelanggan Nvidia Kini Menjadi Kompetitor Terbesar<\/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\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Google_TPU_Semakin_Dilirik_Diperkirakan_Bernilai_US900_Miliar\" >Google TPU Semakin Dilirik, Diperkirakan Bernilai US$900 Miliar<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Tetap_Percaya_Diri_Tegaskan_Keunggulan_Generasi\" >Tetap Percaya Diri, Tegaskan Keunggulan Generasi<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Michael_Burry_Ikut_Bertaruh\" >Michael Burry Ikut Bertaruh<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/nvidia-tertekan-setelah-laporan-google-meta-bahas-kesepakatan-chip-ai-bernilai-miliaran-dolar-19197\/#Tekanan_Jangka_Pendek_Ketidakpastian_Jangka_Panjang\" >Tekanan Jangka Pendek, Ketidakpastian Jangka Panjang<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Google_Siap_Masuk_Pasar_Penjualan_Chip_AI_Ancaman_Langsung_bagi_Nvidia\"><\/span><b>Google Siap Masuk Pasar Penjualan Chip AI, Ancaman Langsung bagi Nvidia<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Selama ini, TPU generasi Google hanya tersedia di pusat data milik Google sendiri, sehingga tidak pernah bersaing dalam model penjualan chip seperti GPU Nvidia. Namun laporan terbaru menunjukkan Google ingin menawarkan TPU ke pelanggan cloud lain, sekaligus mengincar potensi 10% pendapatan tahunan Nvidia ambisi yang menempatkan kedua raksasa ini dalam persaingan terbuka.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meta disebut akan menjadi klien utama, menunjukkan perusahaan induk Facebook semakin agresif mengurangi ketergantungan pada Nvidia untuk kepentingan infrastruktur AI skala besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sentimen negatif ini juga menyeret saham Advanced Micro Devices (AMD) turun lebih dari 4%, mencerminkan kecemasan pasar terhadap kompetisi chip AI yang semakin luas.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Pelanggan_Nvidia_Kini_Menjadi_Kompetitor_Terbesar\"><\/span><b>Pelanggan Nvidia Kini Menjadi Kompetitor Terbesar<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Lanskap industri AI berubah cepat. Dalam dua tahun terakhir:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Amazon meluncurkan chip AI Trainium dan Inferentia, kini menyewakan 500.000 chip ke Anthropic.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Microsoft memperkenalkan chip AI Maia untuk Azure.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Google DeepMind memperkuat riset model AI frontier internal.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Ketiga raksasa cloud computing ini dulunya bergantung penuh pada Nvidia. Kini mereka simultan menjadi pelanggan sekaligus pesaing, mempersempit ruang dominasi Nvidia.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Google_TPU_Semakin_Dilirik_Diperkirakan_Bernilai_US900_Miliar\"><\/span><b>Google TPU Semakin Dilirik, Diperkirakan Bernilai US$900 Miliar<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Laporan DA Davidson sebelumnya menyebut TPU Google mulai diminati \u201claboratorium AI frontier\u201d dan memperkirakan kombinasi bisnis TPU dan DeepMind bisa bernilai US$900 miliar angka yang mendekati valuasi total perusahaan teknologi global terbesar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Langkah Google merayu pelanggan cloud untuk membeli TPU memperkuat spekulasi bahwa Google hendak memasuki pasar chip AI komersial dengan agresif.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tetap_Percaya_Diri_Tegaskan_Keunggulan_Generasi\"><\/span><b>Tetap Percaya Diri, Tegaskan Keunggulan Generasi<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Menanggapi laporan tersebut, Nvidia merilis pernyataan diplomatis namun percaya diri.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cKami senang dengan kesuksesan Google NVIDIA satu generasi lebih maju dari industri,\u201d kata juru bicara Nvidia.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nvidia menegaskan bahwa mereka tetap memasok chip ke Google dan tidak melihat relasi kedua perusahaan sebagai zero-sum game.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada saat yang sama, Nvidia berusaha meredam kekhawatiran pasar terkait <\/span><b>\u201ccircular AI deals\u201d<\/b><span style=\"font-weight: 400;\">, yaitu investasi Nvidia di startup AI yang kemudian menjadi pelanggan chip Nvidia sendiri.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam memo kepada analis Wall Street, perusahaan menolak keras tudingan adanya kemiripan dengan skandal akuntansi seperti Enron atau WorldCom.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nvidia menyatakan bisnisnya \u201csecara ekonomi sehat, transparan, dan didukung permintaan nyata.\u201d<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Michael_Burry_Ikut_Bertaruh\"><\/span><b>Michael Burry Ikut Bertaruh<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Penurunan saham Nvidia hari ini terjadi setelah reli ringan sesi sebelumnya. Selama beberapa minggu terakhir, sektor teknologi tertekan oleh kekhawatiran \u201cAI bubble\u201d yang mengingatkan pada dot-com era 1999\u20132000.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Michael Burry investor legendaris dari \u201cThe Big Short\u201d bahkan memasang taruhan terhadap Nvidia, menyebut dinamika AI saat ini \u201cterlalu mirip\u201d dengan mania dot-com. Meski demikian, Nvidia berusaha menenangkan pasar melalui komunikasi publik yang lebih aktif dari biasanya, menekankan:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pertumbuhan pendapatan pelanggan AI, permintaan chip yang tetap kuat dan pipeline produk generasi berikutnya yang diklaim unggul.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Tekanan_Jangka_Pendek_Ketidakpastian_Jangka_Panjang\"><\/span><b>Tekanan Jangka Pendek, Ketidakpastian Jangka Panjang<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Laporan Google\u2013Meta ini memperjelas bahwa struktur kompetisi AI global sedang bergeser. Nvidia masih memimpin teknologi GPU, namun kekuatan lawan kini datang dari perusahaan yang tidak hanya kaya modal tetapi juga merupakan pelanggan terbesar Nvidia.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jika Google benar-benar menjual TPU secara luas dan Meta menjadi pembeli pertama, industri AI bisa memasuki fase kompetisi harga dan teknologi yang baru dengan Nvidia menghadapi tekanan yang lebih besar dibanding sebelumnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, volatilitas saham Nvidia mungkin baru permulaan dari babak kompetisi chip AI generasi berikutnya.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Google dilaporkan siap menjual TPU ke Meta dan pelanggan cloud lain, membuka babak baru persaingan langsung dengan Nvidia dalam pasar AI bernilai triliunan dolar.<\/p>\n","protected":false},"author":1,"featured_media":19198,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[68,74,173,276,152,16,28,52,27,17,29],"class_list":["post-19197","post","type-post","status-publish","format-standard","has-post-thumbnail","category-saham-as","tag-ai","tag-berita","tag-google","tag-meta","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 - 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