{"id":26896,"date":"2026-10-07T08:59:23","date_gmt":"2026-10-07T01:59:23","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=26896"},"modified":"2026-10-07T08:59:23","modified_gmt":"2026-10-07T01:59:23","slug":"google-constellation-amankan-listrik-ekspansi-ai","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/google-constellation-amankan-listrik-ekspansi-ai-26896\/","title":{"rendered":"Google dan Constellation Amankan 3,6 GW Listrik untuk Ekspansi AI"},"content":{"rendered":"<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=GOOGL&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DGOOGL\"><span style=\"font-weight: 400;\">Google (GOOGL)<\/span><\/a><span style=\"font-weight: 400;\"> memperbesar komitmennya terhadap energi nuklir untuk memenuhi kebutuhan listrik yang meningkat seiring ekspansi kecerdasan buatan (AI) dan data center.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan menandatangani kesepakatan dengan <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=CEG&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DCEG\"><span style=\"font-weight: 400;\">Constellation Energy (CEG)<\/span><\/a><span style=\"font-weight: 400;\"> untuk mengamankan total 3.590 megawatt (MW) atau sekitar 3,6 gigawatt (GW) pasokan listrik.<\/span> <span style=\"font-weight: 400;\">Dari jumlah tersebut, 890 MW berasal dari tambahan kapasitas pembangkit nuklir melalui <\/span><i><span style=\"font-weight: 400;\">power purchase agreement<\/span><\/i><span style=\"font-weight: 400;\"> (PPA) selama 20 tahun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kesepakatan tersebut akan mendorong Constellation menginvestasikan lebih dari US$4,3 miliar pada armada pembangkit listriknya. Saham Constellation Energy (CEG) melonjak lebih dari 12% setelah pengumuman tersebut, sementara saham Alphabet (GOOG, GOOGL), induk Google, relatif stabil.<\/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\/berita\/google-constellation-amankan-listrik-ekspansi-ai-26896\/#Google_Amankan_Nuklir_Selama_20_Tahun\" >Google Amankan Nuklir Selama 20 Tahun\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\/berita\/google-constellation-amankan-listrik-ekspansi-ai-26896\/#Boom_Data_Center_Menekan_Jaringan_Listrik_AS\" >Boom Data Center Menekan Jaringan Listrik AS\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\/berita\/google-constellation-amankan-listrik-ekspansi-ai-26896\/#Nuklir_Makin_Penting_bagi_Perusahaan_Teknologi\" >Nuklir Makin Penting bagi Perusahaan Teknologi<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Google_Amankan_Nuklir_Selama_20_Tahun\"><\/span><b>Google Amankan Nuklir Selama 20 Tahun\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Bagian utama kesepakatan Google dan Constellation mencakup pembelian 890 MW tambahan tenaga nuklir selama 20 tahun. Kapasitas tersebut tidak berasal dari pembangunan reaktor baru, melainkan peningkatan fasilitas nuklir Constellation yang sudah beroperasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sebanyak 11 unit nuklir di Illinois, Pennsylvania, dan New Jersey akan ditingkatkan melalui berbagai pembaruan, termasuk modernisasi turbin, generator uap, dan sistem kontrol digital. Tambahan listrik dari fasilitas pertama yang selesai ditingkatkan diperkirakan mulai tersedia pada 2028.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Selain kontrak nuklir tersebut, Google menandatangani perjanjian pasokan listrik selama 15 tahun untuk tambahan 2.700 MW dari Constellation di jaringan PJM Interconnection. Berbeda dengan 890 MW sebelumnya, pasokan 2,7 GW tersebut tidak terikat pada satu sumber pembangkit tertentu.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Secara keseluruhan, kedua kontrak membawa pasokan yang diamankan Google menjadi sekitar 3,59 GW.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kerja sama keduanya juga merambah teknologi. Constellation akan menggunakan Gemini Enterprise milik Google untuk sejumlah kebutuhan operasional, termasuk pemilihan lokasi, manajemen gangguan, dan perlindungan infrastruktur.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Boom_Data_Center_Menekan_Jaringan_Listrik_AS\"><\/span><b>Boom Data Center Menekan Jaringan Listrik AS\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Kesepakatan tersebut datang ketika perusahaan teknologi membutuhkan pasokan listrik dalam jumlah semakin besar untuk menjalankan <\/span><i><span style=\"font-weight: 400;\">data center<\/span><\/i><span style=\"font-weight: 400;\"> dan infrastruktur AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tekanan tersebut mulai terlihat di wilayah PJM, jaringan listrik terbesar di AS yang mencakup 13 negara bagian. Meningkatnya permintaan, yang sebagian besar didorong ekspansi data center, telah membuat harga kapasitas PJM meningkat lebih dari 11 kali lipat sejak 2024 dan berkontribusi terhadap kekurangan daya di jaringan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">PJM bahkan mengusulkan agar pelanggan <\/span><i><span style=\"font-weight: 400;\">data center <\/span><\/i><span style=\"font-weight: 400;\">membawa sumber daya listrik sendiri atau menghadapi kemungkinan pemutusan dari jaringan utama ketika permintaan mencapai puncaknya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kesepakatan Google dan Constellation menjadi salah satu respons terhadap tantangan tersebut. Melalui kontrak jangka panjang, Google mendapatkan akses terhadap tambahan pasokan listrik, sementara Constellation memperoleh kepastian pendapatan untuk mendanai peningkatan kapasitas pembangkitnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kedua perusahaan juga menyepakati kerangka kerja yang dapat diterapkan di wilayah AS lainnya, termasuk pengembangan pembangkit listrik, penyimpanan baterai, serta sistem <\/span><i><span style=\"font-weight: 400;\">demand response<\/span><\/i><span style=\"font-weight: 400;\"> yang memungkinkan konsumsi listrik disesuaikan dengan kondisi jaringan.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Nuklir_Makin_Penting_bagi_Perusahaan_Teknologi\"><\/span><b>Nuklir Makin Penting bagi Perusahaan Teknologi<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Google bukan satu-satunya perusahaan teknologi yang mengamankan tenaga nuklir untuk kebutuhan komputasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam dua tahun terakhir, Constellation telah mencapai kesepakatan untuk menghidupkan kembali salah satu reaktor di Three Mile Island, Pennsylvania, guna memasok listrik bagi data center <\/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;\">.<\/span> <span style=\"font-weight: 400;\">Google sendiri juga telah mengontrak proyek untuk menghidupkan kembali pembangkit nuklir milik NextEra Energy di Iowa.<\/span><\/p>\n<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=AMZN&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DAMZN\"><span style=\"font-weight: 400;\">Amazon (AMZN)<\/span><\/a><span style=\"font-weight: 400;\">, Microsoft, <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=META&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DMETA\"><span style=\"font-weight: 400;\">Meta (META)<\/span><\/a><span style=\"font-weight: 400;\">, dan sejumlah perusahaan teknologi lainnya juga memperluas eksposur terhadap energi nuklir, baik melalui kontrak pembelian listrik maupun investasi pada teknologi seperti <\/span><i><span style=\"font-weight: 400;\">small modular reactor<\/span><\/i><span style=\"font-weight: 400;\"> (SMR).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tren tersebut menunjukkan bahwa ekspansi AI tidak hanya meningkatkan permintaan GPU, chip memori, dan jaringan data center, tetapi juga kebutuhan terhadap infrastruktur energi yang mampu memasok listrik dalam jumlah besar secara konsisten.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, realisasi tambahan kapasitas mulai 2028, investasi Constellation senilai lebih dari US$4,3 miliar, perkembangan kebutuhan listrik data center, serta kontrak energi baru dari perusahaan teknologi menjadi beberapa indikator yang dapat diperhatikan. Kesepakatan Google menunjukkan bahwa ketersediaan daya mulai menjadi bagian penting dari pembangunan infrastruktur AI, bukan sekadar persoalan kapasitas komputasi.<\/span><\/p>\n<p>Baca berita lainnya terkait perkembangan Google di\u00a0<a href=\"https:\/\/www.nanovest.io\/blog\/tag\/google\/\"><strong>halaman ini<\/strong><\/a>.<\/p>\n<div style=\"background: linear-gradient(135deg, #111827, #1F2937); padding: 24px; border-radius: 14px; margin: 28px 0; text-align: center; color: #ffffff;\">\n<p style=\"margin: 0 0 8px; font-size: 21px; line-height: 1.4; color: #ffffff;\"><strong>Boom AI Kini Ikut Menggerakkan Sektor Energi<\/strong><\/p>\n<p style=\"max-width: 650px; margin: 0 auto 20px; font-size: 14px; line-height: 1.7; color: #e5e7eb;\">Google mengamankan pasokan listrik jangka panjang saat kebutuhan data center terus meningkat. Pantau GOOGL, CEG, dan saham AS lainnya melalui Nanovest.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; justify-content: center; gap: 10px;\">\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #7C3AED; color: #ffffff; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\" target=\"_blank\" rel=\"noopener noreferrer\">Investasi di Nanovest<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-flex; align-items: center; justify-content: center; padding: 11px 18px; border-radius: 8px; background: #ffffff; color: #7c3aed; font-size: 14px; font-weight: bold; text-decoration: none;\" href=\"https:\/\/nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">Baca News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"max-width: 650px; margin: 16px auto 0; font-size: 11px; line-height: 1.55; color: #9ca3af;\">Investasi memiliki risiko. Lakukan riset mandiri dan pertimbangkan profil risiko sebelum mengambil keputusan investasi. Nanovest terdaftar dan diawasi oleh OJK.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Google (GOOGL) memperbesar komitmennya terhadap energi nuklir untuk memenuhi kebutuhan listrik yang meningkat seiring ekspansi kecerdasan buatan (AI) dan data center. Perusahaan menandatangani kesepakatan dengan Constellation Energy (CEG) untuk mengamankan total 3.590 megawatt (MW) atau sekitar 3,6 gigawatt (GW) pasokan listrik. Dari jumlah tersebut, 890 MW berasal dari tambahan kapasitas pembangkit nuklir melalui power purchase<\/p>\n","protected":false},"author":35,"featured_media":26897,"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":[80,39],"tags":[74,410,173,28,52,29],"class_list":["post-26896","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-constellation-energy-ceg","tag-google","tag-saham-amerika","tag-saham-as","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Google mengamankan 3,6 GW pasokan listrik dari Constellation, termasuk 890 MW nuklir selama 20 tahun, untuk menopang ekspansi data center dan kebutuhan AI.\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Maretha Putri\"\/>\n\t<link rel=\"canonical\" href=\"https:\/\/www.nanovest.io/blog\/berita\/google-constellation-amankan-listrik-ekspansi-ai-26896\/\" \/>\n\t<meta name=\"generator\" content=\"All in One SEO Pro (AIOSEO) 5.0.2\" \/>\n\t\t<meta property=\"og:locale\" content=\"id_ID\" \/>\n\t\t<meta property=\"og:site_name\" content=\"Blog Nanovest - Artikel dan Berita Kripto, Saham AS, dan Emas\" \/>\n\t\t<meta property=\"og:type\" content=\"article\" \/>\n\t\t<meta property=\"og:title\" content=\"Google dan Constellation Perluas Pasokan Nuklir untuk AI - Berita\" \/>\n\t\t<meta property=\"og:description\" content=\"Google mengamankan 3,6 GW pasokan listrik dari Constellation, termasuk 890 MW nuklir selama 20 tahun, untuk menopang ekspansi data center dan kebutuhan AI.\" \/>\n\t\t<meta property=\"og:url\" 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