{"id":19279,"date":"2025-11-27T13:32:15","date_gmt":"2025-11-27T06:32:15","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=19279"},"modified":"2025-11-28T00:29:33","modified_gmt":"2025-11-27T17:29:33","slug":"google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/","title":{"rendered":"Google Gempur Pasar AI, Nvidia Tertekan saat Meta Pertimbangkan TPU"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Saham Nvidia Merosot saat Meta Pertimbangkan Migrasi Chip<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dominasi Nvidia di arena hardware kecerdasan buatan mulai mendapat tekanan serius. Pada Selasa, saham raksasa chip tersebut jatuh hingga 6% setelah laporan menyebutkan bahwa Meta tengah mempertimbangkan untuk membeli chip AI milik Google, yaitu Tensor Processing Units (TPU), untuk infrastruktur data center mereka dalam beberapa tahun ke depan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Laporan dari <\/span><i><span style=\"font-weight: 400;\">The Information<\/span><\/i><span style=\"font-weight: 400;\"> menyebut bahwa Meta bahkan dapat mulai menyewa TPU Google paling cepat tahun depan. Meta sebelumnya dikenal sebagai pelanggan besar Nvidia, terutama untuk GPU kelas atas yang menopang proyek AI skala masif seperti Llama dan infrastruktur cloud internalnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Langkah ini langsung mengguncang pasar semikonduktor AS.<\/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\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/#Sektor_Chip_Tergulung_Merah_AMD_hingga_TSMC_Terimbas\" >Sektor Chip Tergulung Merah AMD hingga TSMC Terimbas<\/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\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/#Google_Semakin_Agresif_Nvidia_Tetap_Percaya_Diri\" >Google Semakin Agresif, Nvidia Tetap Percaya Diri<\/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\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/#Kekhawatiran_Gelembung_AI_dan_Kritik_Michael_Burry\" >Kekhawatiran Gelembung AI dan Kritik Michael Burry<\/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\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/#Alphabet_Melaju_Investor_Semakin_Bertaruh_pada_Kepemimpinan_AI_Google\" >Alphabet Melaju, Investor Semakin Bertaruh pada Kepemimpinan AI Google<\/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\/google-gempur-pasar-ai-nvidia-tertekan-saat-meta-pertimbangkan-tpu-19279\/#Apa_Dampaknya_untuk_Pasar_AI_2025\" >Apa Dampaknya untuk Pasar AI 2025?<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"Sektor_Chip_Tergulung_Merah_AMD_hingga_TSMC_Terimbas\"><\/span><b>Sektor Chip Tergulung Merah AMD hingga TSMC Terimbas<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Penurunan Nvidia memicu gelombang koreksi:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">AMD turun hingga 10%<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Intel melemah 1%<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Micron dan TSMC turun 3%<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Broadcom justru melesat 11%, diuntungkan karena menjadi mitra yang membantu Google merancang dan memproduksi TPU<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Aksi jual besar ini sempat menyeret Nasdaq 100 turun 1% sebelum akhirnya indeks pulih sebagian.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada pukul 3:05 p.m. ET:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">S&amp;P 500: +0.74%<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Dow Jones: +1.36%<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Nasdaq 100: +0.37%<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Namun volatilitas tetap terasa di sektor teknologi besar, terutama pada perusahaan yang bergantung pada belanja AI.<\/span><\/p>\n<p><b>Belanja AI Meta Bisa Tembus $72 Miliar dan Itu Mengubah Permainan<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Meta telah menjadi salah satu pembelanja terbesar dalam \u201cAI arms race\u201d. Perusahaan ini diperkirakan mengalokasikan hingga $72 miliar untuk belanja modal tahun depan, sebagian besar untuk memperkuat infrastruktur AI yang mencakup data center hyperscale, sistem inferensi, dan server pelatihan model besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jika Meta benar-benar mendiversifikasi pemasok hardware AI-nya, ini dapat:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mengurangi ketergantungan industri pada Nvidia<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Mendorong kompetisi chip AI non-GPU<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Menggeser arah inovasi menuju ASIC khusus seperti TPU<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Hal ini menjadi sinyal penting bagi pasar: dominasi Nvidia tidak lagi absolut.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Google_Semakin_Agresif_Nvidia_Tetap_Percaya_Diri\"><\/span><b>Google Semakin Agresif, Nvidia Tetap Percaya Diri<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Google mengonfirmasi bahwa permintaan untuk custom TPU dan GPU Nvidia \u201csama-sama meningkat\u201d, menegaskan bahwa raksasa ini mendukung kedua ekosistem chip.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nvidia melalui juru bicaranya menyatakan bahwa mereka \u201ctetap satu generasi di depan industri\u201d dan percaya GPU mereka lebih unggul dibanding chip AI berbasis ASIC seperti TPU milik Alphabet.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pernyataan ini menegaskan bahwa Nvidia masih melihat diri mereka sebagai pemegang supremasi performa di pasar chip AI meski kini menghadapi tantangan kompetitif yang semakin nyata.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Kekhawatiran_Gelembung_AI_dan_Kritik_Michael_Burry\"><\/span><b>Kekhawatiran Gelembung AI dan Kritik Michael Burry<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Dalam beberapa pekan terakhir, saham Nvidia menghadapi turbulensi:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Turun 12% dari puncak Oktober.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Meski masih naik 32% year-to-date, sentimennya tertekan.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Investor terkenal Michael Burry kembali memperingatkan potensi \u201cgelembung AI\u201d yang bisa menyeret valuasi perusahaan teknologi besar.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Turbulensi ini memperbesar sensitivitas pasar terhadap berita yang berpotensi menggoyahkan posisi Nvidia di industri AI.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Alphabet_Melaju_Investor_Semakin_Bertaruh_pada_Kepemimpinan_AI_Google\"><\/span><b>Alphabet Melaju, Investor Semakin Bertaruh pada Kepemimpinan AI Google<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sementara Nvidia menghadapi tekanan, Alphabet justru menikmati reli agresif:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Naik 18% dalam sebulan<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Naik 67% sepanjang 2025<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Investor melihat Google bukan hanya penyedia layanan cloud, tetapi juga kompetitor serius dalam desain hardware AI, terutama setelah TPU generasi terbaru menunjukkan performa yang kompetitif untuk pelatihan dan inferensi model besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">David Morrison, analis dari Trade Nation, mencatat bahwa Alphabet \u201cmenjadi satu-satunya pemain besar teknologi yang tetap hijau\u201d di tengah volatilitas besar sektor AI sebuah indikator bahwa pasar mulai menggeser sentimen bullish ke arah Google.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Apa_Dampaknya_untuk_Pasar_AI_2025\"><\/span><b>Apa Dampaknya untuk Pasar AI 2025?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li><b> Google Kini Penantang Serius Nvidia<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Peralihan konsumen besar seperti Meta menunjukkan cloud provider dapat menggoyahkan dominasi GPU.<\/span><\/p>\n<ol start=\"2\">\n<li><b> ASIC vs GPU: Pertarungan Dua Filsafat<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">TPU menawarkan efisiensi dan biaya lebih rendah; GPU menawarkan fleksibilitas dan performa lintas aplikasi.<\/span><\/p>\n<ol start=\"3\">\n<li><b> Risiko Gelembung AI Meningkat<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Valuasi tinggi dan kompetisi agresif dapat memicu rotasi tajam antar saham teknologi.<\/span><\/p>\n<ol start=\"4\">\n<li><b> Meta Jadi Penentu Arah Industri<\/b><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">Belanja capex raksasa membuat Meta punya pengaruh besar pada perusahaan chip mana pun.<\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Saham Nvidia anjlok setelah Meta dikabarkan akan memakai chip TPU Google untuk infrastruktur AI. Sektor semikonduktor ikut terpukul, sementara Alphabet terus memperkuat dominasinya dalam perebutan pasar AI.<\/p>\n","protected":false},"author":1,"featured_media":19280,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[68,173,152,16,28,52,27,17,29],"class_list":["post-19279","post","type-post","status-publish","format-standard","has-post-thumbnail","category-saham-as","tag-ai","tag-google","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=\"Saham Nvidia anjlok setelah Meta dikabarkan akan memakai chip TPU Google untuk infrastruktur AI. 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