{"id":25929,"date":"2026-09-23T12:52:35","date_gmt":"2026-09-23T05:52:35","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=25929"},"modified":"2026-09-23T12:52:35","modified_gmt":"2026-09-23T05:52:35","slug":"reli-ai-memanas-diplomasi-ikut-menentukan","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/","title":{"rendered":"Reli AI Kembali Memanas, Kini Diplomasi Ikut Menentukan"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Baru sepekan lalu, Wall Street mulai membicarakan kemungkinan AI berkembang dengan kecepatan yang lebih terukur. Kini investor justru kembali mengejar saham AI.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=AMD&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DAMD\"><span style=\"font-weight: 400;\">Advanced Micro Devices (AMD)<\/span><\/a><span style=\"font-weight: 400;\"> melonjak sekitar 10% pada perdagangan Senin hingga valuasinya menembus US$1 triliun untuk pertama kalinya.<\/span> <a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=ARM&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DARM\"><span style=\"font-weight: 400;\">ARM (ARM)<\/span><\/a><span style=\"font-weight: 400;\"> dan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=INTC&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DINTC\"><span style=\"font-weight: 400;\">Intel (INTC)<\/span><\/a><span style=\"font-weight: 400;\"> juga mencatat kenaikan dua digit, sementara indeks semikonduktor Philadelphia naik sekitar 4,3%.<\/span><span style=\"font-weight: 400;\"> Nasdaq pun mencetak rekor penutupan baru.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perubahan sentimen tersebut sudah terlihat cukup jelas. Nasdaq memimpin kenaikan Wall Street sebesar 1,8%, S&amp;P 500 naik 1,2%, dan Dow Jones menguat 0,6%. Sembilan dari sebelas sektor S&amp;P 500 berada di zona hijau, sementara yield Treasury turun di seluruh kurva.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun reli kali ini membawa cerita yang sedikit berbeda. Investor bukan hanya kembali percaya terhadap pertumbuhan AI, tetapi juga sedang menunggu satu pertemuan yang dapat memengaruhi bagaimana teknologi tersebut berkembang secara global. Presiden AS Donald Trump dijadwalkan bertemu Presiden China Xi Jinping di Washington pada 24 September. <\/span><span style=\"font-weight: 400;\">Perdagangan, tarif, Taiwan, <\/span><i><span style=\"font-weight: 400;\">critical minerals<\/span><\/i><span style=\"font-weight: 400;\">, hingga AI berada dalam lingkup pembicaraan kedua negara.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kini, AI <\/span><i><span style=\"font-weight: 400;\">trade <\/span><\/i><span style=\"font-weight: 400;\">mencakup kemampuan perusahaan menjual teknologi, mendapatkan komponen, mengakses pasar, dan membangun rantai pasok yang semakin dipengaruhi hubungan antara dua ekonomi terbesar dunia.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 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\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#AI_Baru_Saja_%E2%80%9CMelambat%E2%80%9D_Mengapa_Saham_Chip_Malah_Terbang\" >AI Baru Saja \u201cMelambat\u201d, Mengapa Saham Chip Malah Terbang?\u00a0<\/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\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#AI_Trade_Kini_Lebih_Lebar_dari_Sekadar_GPU\" >AI Trade Kini Lebih Lebar dari Sekadar GPU\u00a0<\/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\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Ketika_Diplomasi_Ikut_Menentukan_Pertumbuhan_AI\" >Ketika Diplomasi Ikut Menentukan Pertumbuhan AI\u00a0<\/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\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Saham_yang_Perlu_Diperhatikan\" >Saham yang Perlu Diperhatikan<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Advanced_Micro_Devices_AMD_%E2%80%94Cek_AMD\" >Advanced Micro Devices (AMD) \u2014Cek AMD<\/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\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#NVIDIA_NVDA_%E2%80%94Cek_NVDA\" >NVIDIA (NVDA) \u2014Cek NVDA<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Arm_Holdings_ARM_%E2%80%94Cek_ARM\" >Arm Holdings (ARM) \u2014Cek ARM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Microsoft_MSFT_%E2%80%94Cek_MSFT\" >Microsoft (MSFT) \u2014Cek MSFT<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Cisco_CSCO_%E2%80%94Cek_CSCO\" >Cisco (CSCO) \u2014Cek CSCO<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.nanovest.io/blog\/insights\/reli-ai-memanas-diplomasi-ikut-menentukan-25929\/#Apa_yang_Perlu_Dipantau_Investor_Selanjutnya\" >Apa yang Perlu Dipantau Investor Selanjutnya?\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"AI_Baru_Saja_%E2%80%9CMelambat%E2%80%9D_Mengapa_Saham_Chip_Malah_Terbang\"><\/span><b>AI Baru Saja \u201cMelambat\u201d, Mengapa Saham Chip Malah Terbang?\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Pergerakan ini menarik karena terjadi tidak lama setelah muncul narasi mengenai perlunya memperlambat perkembangan <\/span><i><span style=\"font-weight: 400;\">frontier AI<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Komentar sejumlah pemimpin industri mengenai <\/span><i><span style=\"font-weight: 400;\">responsible AI development<\/span><\/i><span style=\"font-weight: 400;\"> sempat memunculkan pertanyaan apakah ekspektasi pertumbuhan AI yang sangat agresif perlu dikalibrasi ulang.<\/span><span style=\"font-weight: 400;\"> Reuters sebelumnya juga melaporkan meningkatnya kekhawatiran di dalam industri mengenai apakah mekanisme pengawasan mampu mengikuti perkembangan kapabilitas model yang semakin cepat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun pasar minggu ini memberikan satu pengingat penting: perlambatan perkembangan model tidak sama dengan perlambatan kebutuhan komputasi. <\/span><span style=\"font-weight: 400;\">Model AI tidak harus menjadi dua kali lebih pintar setiap beberapa bulan agar perusahaan tetap membutuhkan <\/span><i><span style=\"font-weight: 400;\">chip<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">server<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">networking<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">cloud<\/span><\/i><span style=\"font-weight: 400;\">, dan kapasitas <\/span><i><span style=\"font-weight: 400;\">data center<\/span><\/i><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">Bahkan ketika perkembangan <\/span><i><span style=\"font-weight: 400;\">frontier <\/span><\/i><span style=\"font-weight: 400;\">model menjadi lebih terukur, penggunaan AI yang sudah tersedia dapat terus meningkat.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salah satu perkembangan yang mulai menarik perhatian investor adalah <\/span><i><span style=\"font-weight: 400;\">agentic AI<\/span><\/i><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">Berbeda dengan <\/span><i><span style=\"font-weight: 400;\">chatbot <\/span><\/i><span style=\"font-weight: 400;\">yang menunggu pertanyaan dan memberikan respons, <\/span><i><span style=\"font-weight: 400;\">AI agent <\/span><\/i><span style=\"font-weight: 400;\">dirancang untuk menjalankan serangkaian tugas dengan tingkat kemandirian lebih tinggi.<\/span> <span style=\"font-weight: 400;\">Sistem seperti ini dapat melakukan pencarian, menggunakan <\/span><i><span style=\"font-weight: 400;\">software<\/span><\/i><span style=\"font-weight: 400;\">, memproses data, atau menjalankan beberapa langkah komputasi untuk menyelesaikan satu tujuan.<\/span><span style=\"font-weight: 400;\"> Semakin banyak langkah yang dilakukan AI, semakin besar pula kebutuhan komputasinya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Itulah mengapa pasar mulai melihat peluang AI tidak hanya melalui GPU. Reli terbaru membawa AMD ke kapitalisasi US$1 triliun, sementara ARM dan Intel juga menguat tajam. Indeks semikonduktor Philadelphia bahkan naik sekitar 4,3%, memperlihatkan optimisme investor yang mulai menyebar ke kebutuhan CPU dan infrastruktur komputasi yang lebih luas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ini memberikan <\/span><i><span style=\"font-weight: 400;\">twist <\/span><\/i><span style=\"font-weight: 400;\">penting terhadap perkembangan AI saat ini: <\/span><i><span style=\"font-weight: 400;\">frontier <\/span><\/i><span style=\"font-weight: 400;\">AI mungkin mulai membicarakan rem, tetapi <\/span><i><span style=\"font-weight: 400;\">demand <\/span><\/i><span style=\"font-weight: 400;\">komputasi justru belum menunjukkan hal yang sama.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"AI_Trade_Kini_Lebih_Lebar_dari_Sekadar_GPU\"><\/span><b><\/b><b><\/b><b>AI <\/b><b><i>Trade <\/i><\/b><b>Kini Lebih Lebar dari Sekadar GPU<\/b><b>\u00a0<\/b><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Reli terbaru menunjukkan bahwa pasar mulai melihat AI sebagai sistem komputasi yang lebih luas, bukan sekadar perlombaan membuat GPU tercepat.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">AMD menjadi salah satu contoh paling mencolok setelah sahamnya melonjak 9,6% dan kapitalisasi pasarnya menembus US$1 triliun untuk pertama kalinya. Sepanjang 2026, saham AMD bahkan telah naik sekitar 185%. <\/span><span style=\"font-weight: 400;\">Namun yang menarik bukan hanya kenaikan harganya, melainkan bagaimana perusahaan semakin bergerak dari penyedia komponen menuju sistem komputasi yang lebih lengkap, mulai dari <\/span><i><span style=\"font-weight: 400;\">AI accelerator <\/span><\/i><span style=\"font-weight: 400;\">hingga server CPU melalui lini EPYC.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CPU memang tidak mendapat perhatian sebanyak GPU selama booming <\/span><i><span style=\"font-weight: 400;\">generative AI<\/span><\/i><span style=\"font-weight: 400;\">, tetapi perannya tetap penting.<\/span> <i><\/i><i><span style=\"font-weight: 400;\">Data center <\/span><\/i><span style=\"font-weight: 400;\">membutuhkan CPU untuk mengelola sistem operasi, aplikasi <\/span><i><span style=\"font-weight: 400;\">enterprise<\/span><\/i><span style=\"font-weight: 400;\">, data, <\/span><i><span style=\"font-weight: 400;\">orchestration<\/span><\/i><span style=\"font-weight: 400;\">, dan berbagai pekerjaan <\/span><i><span style=\"font-weight: 400;\">general-purpose<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ketika AI bergerak dari training menuju penggunaan sehari-hari atau <\/span><i><span style=\"font-weight: 400;\">inference<\/span><\/i><span style=\"font-weight: 400;\">, kebutuhan komputasi juga menjadi semakin beragam.<\/span> <i><\/i><i><\/i><i><span style=\"font-weight: 400;\">Agentic AI <\/span><\/i><span style=\"font-weight: 400;\">bahkan dapat memperbesar kebutuhan tersebut karena satu tugas dapat membutuhkan banyak langkah komputasi, penggunaan software, pencarian data, dan interaksi antarsistem.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perluasan kebutuhan ini membantu menjelaskan mengapa reli tidak hanya terjadi pada <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=NVDA&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DNVDA\"><span style=\"font-weight: 400;\">NVIDIA (NVDA)<\/span><\/a><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">ARM dan Intel ikut menguat, sementara <\/span><i><span style=\"font-weight: 400;\">networking <\/span><\/i><span style=\"font-weight: 400;\">mulai mendapat perhatian lebih besar.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=CSCO&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DCSCO\"><span style=\"font-weight: 400;\">Cisco (CSCO)<\/span><\/a><span style=\"font-weight: 400;\">, misalnya, mencatat pesanan infrastruktur AI sekitar US$9,3 miliar sepanjang FY2026, dengan sekitar US$4 miliar <\/span><i><span style=\"font-weight: 400;\">revenue <\/span><\/i><span style=\"font-weight: 400;\">AI dan target US$7,5 miliar pada FY2027.<\/span> <span style=\"font-weight: 400;\">Semakin besar cluster AI, semakin besar pula kebutuhan terhadap <\/span><i><span style=\"font-weight: 400;\">switch, optical connections, networking <\/span><\/i><span style=\"font-weight: 400;\">berkecepatan tinggi, <\/span><i><span style=\"font-weight: 400;\">storage<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">power<\/span><\/i><span style=\"font-weight: 400;\">, dan <\/span><i><span style=\"font-weight: 400;\">cooling <\/span><\/i><span style=\"font-weight: 400;\">yang membuat ribuan prosesor dapat bekerja sebagai satu sistem.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Di sisi lain, <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=MSFT&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMSFT\"><span style=\"font-weight: 400;\">Microsoft (MSFT)<\/span><\/a><span style=\"font-weight: 400;\"> menunjukkan lapisan berbeda dari AI <\/span><i><span style=\"font-weight: 400;\">trade<\/span><\/i><span style=\"font-weight: 400;\">: monetisasi.<\/span> <span style=\"font-weight: 400;\">Microsoft Cloud menghasilkan <\/span><i><span style=\"font-weight: 400;\">revenue <\/span><\/i><span style=\"font-weight: 400;\">US$59,3 miliar pada Q4 FY2026, sementara kontrak komersial yang belum direalisasikan mencapai sekitar US$678 miliar.<\/span><span style=\"font-weight: 400;\"> Angka tersebut relevan karena setelah perusahaan teknologi mengeluarkan modal besar untuk membangun infrastruktur AI, investor pada akhirnya membutuhkan bukti bahwa kapasitas tersebut memiliki pelanggan yang bersedia membayar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">NVIDIA tetap menjadi barometer utama dengan revenue Data Center yang mencapai US$89 miliar pada Q2 FY2027, naik 117% YoY. <\/span><span style=\"font-weight: 400;\">Namun reli AMD, ARM, Intel, Cisco, hingga perusahaan <\/span><i><span style=\"font-weight: 400;\">cloud <\/span><\/i><span style=\"font-weight: 400;\">memperlihatkan AI <\/span><i><span style=\"font-weight: 400;\">trade <\/span><\/i><span style=\"font-weight: 400;\">mulai menyebar dari perusahaan yang membuat prosesor menuju perusahaan yang menghubungkan, menjalankan, dan memonetisasi seluruh sistemnya.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Ketika_Diplomasi_Ikut_Menentukan_Pertumbuhan_AI\"><\/span><b>Ketika Diplomasi Ikut Menentukan Pertumbuhan AI\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Semakin luas AI <\/span><i><span style=\"font-weight: 400;\">trade<\/span><\/i><span style=\"font-weight: 400;\">, semakin sulit pula memisahkan fundamental teknologi dari geopolitik.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Persaingan AS-China membuat semikonduktor tidak lagi menjadi industri yang bergerak hanya berdasarkan <\/span><i><span style=\"font-weight: 400;\">supply <\/span><\/i><span style=\"font-weight: 400;\">dan <\/span><i><span style=\"font-weight: 400;\">demand<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\"> Chip telah menjadi aset strategis, dengan pemerintah AS membatasi akses China terhadap sejumlah teknologi komputasi canggih, sementara China memiliki posisi penting melalui pasar domestik, manufaktur, dan sejumlah mineral penting yang dibutuhkan industri teknologi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Konteks tersebut membuat pertemuan Trump-Xi pada 24 September menjadi relevan bagi investor teknologi. Perdagangan, tarif, Taiwan, dan AI menjadi bagian dari agenda pertemuan, sementara pasar merespons positif harapan terhadap potensi de-eskalasi ketegangan teknologi antara kedua negara. <\/span><span style=\"font-weight: 400;\">Bagi perusahaan semikonduktor, diplomasi dapat memengaruhi dua sisi sekaligus: <\/span><b>akses terhadap pasar dan akses terhadap <\/b><b><i>supply chain<\/i><\/b><b>.<\/b><b><\/b><\/p>\n<p><span style=\"font-weight: 400;\">Namun de-eskalasi tidak harus berarti munculnya kesepakatan besar. Kepastian mengenai aturan perdagangan, berkurangnya risiko pembatasan baru, atau kemajuan dalam dialog teknologi saja dapat meningkatkan visibilitas bisnis.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebaliknya, jika pertemuan tidak menghasilkan perkembangan konkret, sebagian reli yang dibangun di atas optimisme diplomatik dapat kehilangan katalisnya.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hal ini terutama relevan bagi perusahaan seperti NVIDIA, AMD, dan ARM. Permintaan produknya dapat tetap kuat, tetapi aturan ekspor dan hubungan AS-China menentukan seberapa luas teknologi tersebut dapat dipasarkan.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Saham_yang_Perlu_Diperhatikan\"><\/span><b>Saham yang Perlu Diperhatikan<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Advanced_Micro_Devices_AMD_%E2%80%94Cek_AMD\"><\/span><b><\/b><b>Advanced Micro Devices (AMD) \u2014<\/b><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=AMD&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DAMD\" target=\"_blank\" rel=\"noopener\">Cek AMD<\/a><\/b><b><\/b><b><\/b><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">AMD menjadi salah satu saham paling menonjol setelah kapitalisasi pasarnya menembus US$1 triliun.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Selain <\/span><i><span style=\"font-weight: 400;\">accelerator <\/span><\/i><span style=\"font-weight: 400;\">AI, kekuatan AMD pada server CPU melalui EPYC membuat perusahaan memiliki eksposur terhadap kebutuhan komputasi yang semakin beragam ketika AI bergerak menuju <\/span><i><span style=\"font-weight: 400;\">inference<\/span><\/i><span style=\"font-weight: 400;\">.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun setelah sahamnya naik sekitar 185% sepanjang 2026, valuasi dan kemampuan perusahaan memenuhi ekspektasi pertumbuhan yang sudah tinggi menjadi faktor penting untuk diperhatikan.\u00a0<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"NVIDIA_NVDA_%E2%80%94Cek_NVDA\"><\/span><b><\/b><b>NVIDIA (NVDA) \u2014<\/b><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=NVDA&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DNVDA\" target=\"_blank\" rel=\"noopener\">Cek NVDA<\/a><\/b><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">NVIDIA tetap menjadi barometer terbesar pembangunan infrastruktur AI. <\/span><i><\/i><i><\/i><i><span style=\"font-weight: 400;\">Revenue <\/span><\/i><span style=\"font-weight: 400;\">Q2 FY2027 mencapai US$96,2 miliar, naik 106% YoY, sementara <\/span><i><span style=\"font-weight: 400;\">Data Center <\/span><\/i><span style=\"font-weight: 400;\">tumbuh 117% menjadi US$89 miliar dan <\/span><i><span style=\"font-weight: 400;\">gross margin <\/span><\/i><span style=\"font-weight: 400;\">bertahan sekitar 75%.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Fundamental pertumbuhannya masih kuat, tetapi ketidakpastian bisnis <\/span><i><span style=\"font-weight: 400;\">Data Center <\/span><\/i><span style=\"font-weight: 400;\">di China memperlihatkan bagaimana kebijakan perdagangan dapat menjadi batas pertumbuhan bahkan ketika <\/span><i><span style=\"font-weight: 400;\">demand <\/span><\/i><span style=\"font-weight: 400;\">tetap tinggi.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Arm_Holdings_ARM_%E2%80%94Cek_ARM\"><\/span><b><\/b><b>Arm Holdings (ARM) \u2014<\/b><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=ARM&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DARM\" target=\"_blank\" rel=\"noopener\">Cek ARM<\/a><\/b><b><\/b><b><\/b><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Arm Holdings menawarkan eksposur yang berbeda karena arsitektur chip perusahaan digunakan di <\/span><i><span style=\"font-weight: 400;\">smartphone<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">server<\/span><\/i><span style=\"font-weight: 400;\">, dan berbagai perangkat AI.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sahamnya melonjak sekitar 15,4%, menjadikannya salah satu penerima manfaat terbesar dari reli terbaru. ARM juga menarik untuk dipantau karena bisnisnya sangat global, sehingga perubahan hubungan teknologi AS-China dapat memengaruhi ekspektasi terhadap akses pasar dan pertumbuhan komputasi.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Microsoft_MSFT_%E2%80%94Cek_MSFT\"><\/span><b><\/b><b>Microsoft (MSFT) \u2014<\/b><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=MSFT&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMSFT\" target=\"_blank\" rel=\"noopener\">Cek MSFT<\/a><\/b><b><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Microsoft berada pada sisi monetisasi. <\/span><i><\/i><i><\/i><i><span style=\"font-weight: 400;\">Revenue <\/span><\/i><span style=\"font-weight: 400;\">Q4 FY2026 mencapai US$90 miliar dengan Microsoft Cloud sebesar US$59,3 miliar, sementara kontrak komersial yang belum direalisasikan mencapai sekitar US$678 miliar.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Angka tersebut memberikan gambaran mengenai <\/span><i><span style=\"font-weight: 400;\">demand enterprise <\/span><\/i><span style=\"font-weight: 400;\">yang dapat membantu mengubah investasi AI dari sekadar capex menjadi <\/span><i><span style=\"font-weight: 400;\">revenue <\/span><\/i><span style=\"font-weight: 400;\">aktual melalui Azure, <\/span><i><span style=\"font-weight: 400;\">software enterprise<\/span><\/i><span style=\"font-weight: 400;\">, dan berbagai produk berbasis AI.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Cisco_CSCO_%E2%80%94Cek_CSCO\"><\/span><b><\/b><b>Cisco (CSCO) \u2014<\/b><b><a style=\"margin-left: 6px; padding: 4px 10px; background-color: #16a34a; color: #ffffff; text-decoration: none; border-radius: 6px; font-size: 13px; font-weight: 600;\" href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=CSCO&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DCSCO\" target=\"_blank\" rel=\"noopener\">Cek CSCO<\/a><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Cisco menjadi salah satu nama yang menarik ketika AI <\/span><i><span style=\"font-weight: 400;\">trade <\/span><\/i><span style=\"font-weight: 400;\">mulai bergerak menuju <\/span><i><span style=\"font-weight: 400;\">networking<\/span><\/i><span style=\"font-weight: 400;\">.<\/span> <span style=\"font-weight: 400;\">Pesanan infrastruktur AI mencapai US$9,3 miliar sepanjang FY2026, sementara <\/span><i><span style=\"font-weight: 400;\">revenue <\/span><\/i><span style=\"font-weight: 400;\">AI sekitar US$4 miliar dan ditargetkan meningkat menjadi US$7,5 miliar pada FY2027.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Jika pembangunan <\/span><i><span style=\"font-weight: 400;\">cluster <\/span><\/i><span style=\"font-weight: 400;\">AI terus meningkat, kebutuhan terhadap jaringan berkecepatan tinggi dan <\/span><i><span style=\"font-weight: 400;\">optical infrastructure <\/span><\/i><span style=\"font-weight: 400;\">dapat membuat <\/span><i><span style=\"font-weight: 400;\">networking <\/span><\/i><span style=\"font-weight: 400;\">menjadi salah satu lapisan berikutnya yang semakin diperhatikan pasar.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Apa_yang_Perlu_Dipantau_Investor_Selanjutnya\"><\/span><b>Apa yang Perlu Dipantau Investor Selanjutnya?\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Setelah reli yang cukup agresif, fokus pertama tentu tertuju pada hasil summit 24 September.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun investor sebaiknya tidak hanya memperhatikan apakah pertemuan tersebut disebut \u201cproduktif\u201d. <\/span><span style=\"font-weight: 400;\">Detail mengenai perdagangan, pembatasan teknologi, AI, dan <\/span><i><span style=\"font-weight: 400;\">critical minerals <\/span><\/i><span style=\"font-weight: 400;\">akan lebih relevan untuk melihat apakah optimisme pasar memiliki dasar kebijakan yang lebih konkret.<\/span><span style=\"font-weight: 400;\">\u00a0 Reaksi saham semikonduktor setelah summit juga dapat memberikan gambaran apakah fundamental mampu mengambil alih sebagai katalis ketika momentum diplomatik mulai mereda.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lebarnya reli juga penting untuk diperhatikan. <\/span><span style=\"font-weight: 400;\">Jika NVDA, AMD, ARM, INTC, <\/span><i><span style=\"font-weight: 400;\">networking<\/span><\/i><span style=\"font-weight: 400;\">, <\/span><i><span style=\"font-weight: 400;\">cloud<\/span><\/i><span style=\"font-weight: 400;\">, dan <\/span><i><span style=\"font-weight: 400;\">software <\/span><\/i><span style=\"font-weight: 400;\">terus bergerak bersama karena earnings dan demand membaik, AI <\/span><i><span style=\"font-weight: 400;\">trade <\/span><\/i><span style=\"font-weight: 400;\">memiliki basis yang lebih luas dibandingkan reli yang hanya bergantung pada satu atau dua saham.<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebaliknya, jika kenaikan terutama terjadi menjelang katalis tertentu, keberlanjutannya akan lebih bergantung pada apakah hasil aktual mampu memenuhi ekspektasi yang sudah tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Yield Treasury menjadi variabel lain yang tidak boleh diabaikan. Yield US10Y turun empat basis poin ke sekitar 4,95%, sementara yield tenor 2 tahun dan 30 tahun juga turun. <\/span><span style=\"font-weight: 400;\">Kondisi tersebut membantu saham <\/span><i><span style=\"font-weight: 400;\">growth<\/span><\/i><span style=\"font-weight: 400;\">, tetapi yield jangka panjang masih tinggi secara absolut.<\/span><span style=\"font-weight: 400;\"> Jika kembali meningkat, saham teknologi yang sudah mengalami ekspansi valuasi besar dapat menghadapi standar return yang semakin tinggi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Untuk insight dan strategi investasi lainnya, kunjungi <\/span><a href=\"http:\/\/nanovest.io\/blog\/\"><span style=\"font-weight: 400;\">nanovest.io\/blog\/<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<hr \/>\n<p><b><i><\/i><\/b><b><i>Disclaimer<\/i><\/b><i><span style=\"font-weight: 400;\">: Artikel ini dibuat semata-mata untuk tujuan informasi dan edukasi.<\/span><\/i><i><span style=\"font-weight: 400;\"> Informasi yang disampaikan bukan merupakan ajakan, rekomendasi, atau penawaran, atau saran investasi untuk membeli maupun menjual instrumen keuangan tertentu. Investasi mengandung risiko. Pastikan kamu memahami karakteristik produk dan risikonya (Do Your Own Research\/DYOR)\u00a0 sebelum berinvestasi. Seluruh keputusan investasi menjadi tanggung jawab masing-masing investor.<\/span><\/i><\/p>\n<p><i><span style=\"font-weight: 400;\">Nanovest berizin dan diawasi oleh Otoritas Jasa Keuangan (OJK).<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Baru sepekan lalu, Wall Street mulai membicarakan kemungkinan AI berkembang dengan kecepatan yang lebih terukur. Kini investor justru kembali mengejar saham AI.\u00a0 Advanced Micro Devices (AMD) melonjak sekitar 10% pada perdagangan Senin hingga valuasinya menembus US$1 triliun untuk pertama kalinya. ARM (ARM) dan Intel (INTC) juga mencatat kenaikan dua digit, sementara indeks semikonduktor Philadelphia naik<\/p>\n","protected":false},"author":35,"featured_media":25930,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[513],"tags":[522],"class_list":["post-25929","post","type-post","status-publish","format-standard","has-post-thumbnail","category-insights","tag-insights"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Reli AI meluas dari AMD hingga ARM jelang pertemuan Trump-Xi. 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