{"id":29069,"date":"2026-10-30T09:51:37","date_gmt":"2026-10-30T02:51:37","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=29069"},"modified":"2026-10-30T09:51:37","modified_gmt":"2026-10-30T02:51:37","slug":"ceo-nvidia-diduga-target-intelijen-china","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/berita\/ceo-nvidia-diduga-target-intelijen-china-29069\/","title":{"rendered":"CEO Nvidia Diduga Jadi Target Intelijen China"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Hubungan<\/span><a href=\"https:\/\/www.nanovest.io\/saham-amerika\/nvda\/\"> <b>Nvidia (NVDA)<\/b><\/a><span style=\"font-weight: 400;\"> dengan China kembali menjadi sorotan setelah laporan New York Times menyebut badan intelijen Amerika Serikat mencurigai seorang eksekutif perusahaan pusat data yang memiliki hubungan dengan CEO Jensen Huang sebagai bagian dari operasi pengumpulan informasi untuk Beijing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Eksekutif tersebut adalah Alice Huang, yang juga dikenal sebagai Huang Le, dari perusahaan pusat data Megaspeed yang berbasis di Singapura. Ia dilaporkan memiliki hubungan bisnis dengan Jensen Huang melalui aktivitas perusahaan sebagai pelanggan chip Nvidia.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Laporan yang muncul pada Kamis, 29 Oktober 2026, menambah perhatian terhadap risiko geopolitik yang dihadapi Nvidia. Perusahaan selama ini berupaya mempertahankan akses ke pasar China, sementara pemerintah AS membatasi ekspor chip AI canggih atas pertimbangan keamanan nasional.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_89 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\/ceo-nvidia-diduga-target-intelijen-china-29069\/#Intelijen_AS_Dilaporkan_Curigai_Eksekutif_Megaspeed\" >Intelijen AS Dilaporkan Curigai Eksekutif Megaspeed<\/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\/ceo-nvidia-diduga-target-intelijen-china-29069\/#Megaspeed_Jadi_Sorotan_Terkait_Akses_Chip_Nvidia_ke_China\" >Megaspeed Jadi Sorotan Terkait Akses Chip Nvidia ke China\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\/ceo-nvidia-diduga-target-intelijen-china-29069\/#Pembatasan_Ekspor_dan_Kebijakan_Beijing_Tekan_Penjualan_Nvidia\" >Pembatasan Ekspor dan Kebijakan Beijing Tekan Penjualan Nvidia<\/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\/berita\/ceo-nvidia-diduga-target-intelijen-china-29069\/#Risiko_Geopolitik_Bertambah_saat_Saham_AI_Menghadapi_Tekanan\" >Risiko Geopolitik Bertambah saat Saham AI Menghadapi Tekanan\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Intelijen_AS_Dilaporkan_Curigai_Eksekutif_Megaspeed\"><\/span><b>Intelijen AS Dilaporkan Curigai Eksekutif Megaspeed<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Menurut laporan New York Times yang dikutip Yahoo Finance, The Guardian, dan Investing.com, badan intelijen AS meyakini Alice Huang telah bertindak sebagai sumber informasi bagi pemerintah China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alice merupakan eksekutif Megaspeed, perusahaan pusat data yang berbasis di Singapura dan memiliki hubungan bisnis dengan Nvidia. Ia tidak memiliki hubungan keluarga dengan CEO Nvidia, Jensen Huang.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pengawasan otoritas AS terhadap Alice dan Megaspeed awalnya berkaitan dengan dugaan upaya memperoleh chip Nvidia yang terkena pembatasan ekspor ke China. Dalam proses tersebut, pejabat intelijen AS dilaporkan menemukan bahwa Alice telah membangun hubungan dekat dengan Jensen Huang.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hubungan itu menimbulkan kekhawatiran mengenai kemungkinan akses terhadap informasi bisnis Nvidia maupun informasi terkait kebijakan pemerintah AS.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kekhawatiran tersebut juga berkaitan dengan hubungan Jensen Huang dengan pemerintahan Presiden Donald Trump. CEO Nvidia diketahui aktif berkomunikasi dengan Gedung Putih untuk membahas kebijakan ekspor chip AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut laporan Investing.com yang mengutip New York Times, Trump telah menerima pengarahan mengenai temuan intelijen tersebut sekitar satu tahun sebelumnya, tetapi dilaporkan memilih tidak mengambil tindakan karena mempertimbangkan dampaknya terhadap penjualan chip dan hubungan perdagangan AS-China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, laporan tersebut tidak membuktikan bahwa Jensen Huang mengetahui dugaan aktivitas intelijen Alice atau secara sengaja memberikan informasi rahasia kepada pihak China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hingga informasi yang tersedia dalam laporan tersebut, tidak ada temuan yang membuktikan Jensen Huang terlibat dalam operasi intelijen.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Megaspeed_Jadi_Sorotan_Terkait_Akses_Chip_Nvidia_ke_China\"><\/span><b>Megaspeed Jadi Sorotan Terkait Akses Chip Nvidia ke China\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Selain dugaan pengumpulan informasi, Megaspeed telah berada dalam pengawasan otoritas AS terkait kemungkinan penyaluran teknologi komputasi canggih kepada perusahaan China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sejak 2022, Departemen Perdagangan AS memberlakukan pembatasan ekspor sejumlah chip AI Nvidia ke China. Kebijakan tersebut bertujuan membatasi akses terhadap teknologi komputasi berperforma tinggi yang dinilai memiliki implikasi keamanan nasional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pembatasan ini juga mencakup upaya mencegah perusahaan China memperoleh teknologi tersebut melalui perantara di negara lain.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut New York Times, otoritas AS telah menyelidiki Megaspeed selama lebih dari satu tahun karena dugaan bahwa perusahaan tersebut membantu pelanggan China mengakses kapasitas komputasi canggih melalui pusat data di Asia Tenggara.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam laporan yang dikutip Investing.com, afiliasi Megaspeed di Malaysia disebut membeli peralatan AI senilai sedikitnya US$4,8 miliar yang menggunakan chip Nvidia antara Juni 2024 dan Februari 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Angka tersebut menggambarkan besarnya pembelian peralatan yang menjadi perhatian otoritas, tetapi tidak dengan sendirinya membuktikan adanya pelanggaran aturan ekspor.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Penyelidikan AS juga menyoroti kemungkinan penggunaan pusat data di luar China untuk menyediakan kapasitas komputasi kepada perusahaan-perusahaan yang menghadapi pembatasan akses langsung terhadap chip AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sementara itu, laporan publik dan penyelidikan Departemen Kehakiman AS sebelumnya telah mengidentifikasi dugaan praktik penyelundupan chip melalui negara perantara, termasuk penggantian label dan kemasan sebelum produk dikirim ke China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, keterlibatan Megaspeed dalam praktik tersebut masih berupa dugaan yang dilaporkan, bukan pelanggaran yang telah terbukti melalui putusan hukum.<\/span><\/p>\n<p><b>Nvidia membantah adanya pembagian informasi sensitif kepada Alice Huang maupun Megaspeed.<\/b><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan menjelaskan bahwa interaksi Jensen Huang dengan eksekutif pelanggan merupakan bagian dari aktivitas bisnis normal. Nvidia juga menegaskan bahwa pelanggan tidak memperoleh rahasia dagang sensitif atau informasi yang berkaitan dengan keamanan nasional.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Dalam wawancara dengan Bloomberg pada Kamis, Jensen Huang turut mempertahankan hubungan bisnis tersebut dan menyatakan bahwa Megaspeed tidak mengalihkan chip Nvidia ke China.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Pembatasan_Ekspor_dan_Kebijakan_Beijing_Tekan_Penjualan_Nvidia\"><\/span><b>Pembatasan Ekspor dan Kebijakan Beijing Tekan Penjualan Nvidia<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Laporan mengenai dugaan operasi intelijen tersebut muncul ketika Nvidia masih menghadapi kesulitan memperluas penjualan chip AI di China. Sejak pemerintah AS memperketat pembatasan ekspor pada 2022, Nvidia tidak dapat menjual sejumlah chip tercanggihnya secara bebas kepada pembeli China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada Desember 2025, pemerintahan Trump memberikan izin bagi Nvidia untuk mengekspor chip H200 tertentu ke China. Persetujuan tersebut menjadi perkembangan penting setelah Nvidia berupaya melonggarkan pembatasan ekspor melalui komunikasi dengan pemerintah AS.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, pelonggaran kebijakan tidak langsung menghasilkan pemulihan penjualan yang signifikan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Menurut Nvidia, penjualan H200 ke China hanya menyumbang kurang dari 1% pendapatan bisnis data center sebesar US$89 miliar pada kuartal II. Salah satu penyebabnya adalah langkah pemerintah China yang turut membatasi pembelian chip Nvidia, sejalan dengan upaya Beijing mengurangi ketergantungan pada teknologi AS.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pemerintah China mendorong penggunaan alternatif domestik, termasuk produk dari Huawei Technologies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Akibat kombinasi pembatasan dari Washington dan Beijing, Nvidia tidak memasukkan pendapatan komputasi data center dari China dalam proyeksi bisnis ke depannya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Situasi tersebut menunjukkan bahwa tantangan Nvidia di China tidak hanya berasal dari kemampuan perusahaan memenuhi permintaan pasar, tetapi juga dari kebijakan perdagangan dan keamanan kedua negara.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi Nvidia, pasar China tetap memiliki potensi permintaan yang besar terhadap chip AI. Namun, realisasi penjualan bergantung pada persetujuan ekspor AS, kebijakan impor China, dan kemampuan perusahaan menawarkan produk yang memenuhi ketentuan kedua pemerintah.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Risiko_Geopolitik_Bertambah_saat_Saham_AI_Menghadapi_Tekanan\"><\/span><b>Risiko Geopolitik Bertambah saat Saham AI Menghadapi Tekanan\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Laporan mengenai dugaan aktivitas intelijen muncul ketika investor sedang mengevaluasi kembali biaya dan prospek keuntungan dari ekspansi infrastruktur AI. Perusahaan teknologi besar terus meningkatkan investasi pusat data, chip, dan kapasitas komputasi untuk mendukung pengembangan model AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, tingginya belanja modal turut memunculkan pertanyaan mengenai waktu yang dibutuhkan agar investasi tersebut menghasilkan arus kas dan keuntungan yang sebanding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Salah satu perusahaan yang menjadi perhatian adalah <\/span><b>Alphabet (<\/b><a href=\"https:\/\/www.nanovest.io\/saham-amerika\/goog\/\"><b>GOOG<\/b><\/a><b>\/<\/b><a href=\"https:\/\/www.nanovest.io\/saham-amerika\/googl\/\"><b>GOOGL<\/b><\/a><b>)<\/b><span style=\"font-weight: 400;\">, yang melaporkan arus kas bebas negatif sekitar US$9,07 miliar pada kuartal III 2026 di tengah belanja infrastruktur yang besar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Alphabet juga memperkirakan belanja modal sepanjang 2026 mencapai US$195-205 miliar, menunjukkan besarnya kebutuhan investasi dalam persaingan AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Di tengah kondisi tersebut, laporan mengenai Nvidia menambah perhatian terhadap risiko nonoperasional yang dapat memengaruhi perusahaan semikonduktor.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pada perdagangan reguler Kamis, 29 Oktober 2026, saham Nvidia ditutup turun 0,80% menjadi US$213,66. Dalam pembaruan perdagangan setelah jam bursa yang dikutip Yahoo Finance, sahamnya tercatat turun lebih lanjut.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, pergerakan saham tersebut tidak dapat dikaitkan sepenuhnya dengan laporan intelijen karena pasar teknologi juga menghadapi tekanan dari hasil keuangan perusahaan besar dan kekhawatiran terhadap belanja AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ke depan, perkembangan yang perlu diperhatikan mencakup kemungkinan perubahan aturan ekspor chip AS, pengawasan terhadap pusat data luar negeri, serta kemampuan Nvidia mempertahankan pertumbuhan bisnis di luar China.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, laporan ini memperlihatkan bagaimana persaingan teknologi AS-China dapat memengaruhi akses pasar, hubungan pelanggan, dan risiko regulasi perusahaan AI.<\/span><\/p>\n<div style=\"background: linear-gradient(135deg,#19233F 0%,#292967 100%); border-radius: 20px; padding: 28px 24px; margin: 32px 0; box-sizing: border-box; text-align: left;\">\n<div style=\"display: inline-block; background: #303A59; border: 1px solid #56617D; border-radius: 999px; padding: 7px 14px; margin-bottom: 16px; color: #eaf0ff; font-size: 13px; font-weight: bold; line-height: 1.4;\">\ud83c\udf10 Saham AS \u2022 Nvidia (NVDA)<\/div>\n<p style=\"margin: 0 0 12px; color: #ffffff; font-size: 21px; line-height: 1.35; font-weight: 800;\">Nvidia Kembali Disorot. Sudah Pantau Saham NVDA?<\/p>\n<p style=\"margin: 0 0 24px; color: #dce2f5; font-size: 15px; line-height: 1.7;\">Dugaan aktivitas intelijen China menambah perhatian terhadap risiko geopolitik Nvidia di tengah pembatasan ekspor chip AI. Bagaimana perkembangan ini memengaruhi bisnis perusahaan? Pantau saham NVDA melalui Nanovest dan ikuti kabar terbaru pasar teknologi lewat News &amp; Artikel Tips.<\/p>\n<div style=\"display: flex; flex-wrap: wrap; gap: 12px; align-items: center;\">\n<p><a style=\"display: inline-block; background: #7C3AED; color: #ffffff; text-decoration: none; font-size: 14px; font-weight: bold; padding: 12px 19px; border-radius: 9px; text-align: center; line-height: 1.5;\" 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 noreferrer\">Cek Saham Nvidia (NVDA) \u2192<br \/>\n<\/a><\/p>\n<p><a style=\"display: inline-block; background: #FFFFFF; color: #292967; text-decoration: none; font-size: 14px; font-weight: bold; padding: 12px 19px; border-radius: 9px; text-align: center; line-height: 1.5;\" href=\"https:\/\/www.nanovest.io\/blog\/\" target=\"_blank\" rel=\"noopener noreferrer\">News &amp; Artikel Tips \u2192<br \/>\n<\/a><\/p>\n<\/div>\n<p style=\"margin: 20px 0 0; color: #b8c2dd; font-size: 11px; line-height: 1.6;\">Investasi saham mengandung risiko, termasuk volatilitas harga dan potensi kehilangan modal. Pelajari fundamental perusahaan dan sesuaikan keputusan investasi dengan profil risikomu.<span style=\"color: #333333; font-size: 14px;\">\u00a0<\/span><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Hubungan Nvidia (NVDA) dengan China kembali menjadi sorotan setelah laporan New York Times menyebut badan intelijen Amerika Serikat mencurigai seorang eksekutif perusahaan pusat data yang memiliki hubungan dengan CEO Jensen Huang sebagai bagian dari operasi pengumpulan informasi untuk Beijing. Eksekutif tersebut adalah Alice Huang, yang juga dikenal sebagai Huang Le, dari perusahaan pusat data Megaspeed<\/p>\n","protected":false},"author":35,"featured_media":29070,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,39],"tags":[74,152,28,52],"class_list":["post-29069","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-nvidia","tag-saham-amerika","tag-saham-as"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.3 - aioseo.com -->\n\t<meta name=\"description\" content=\"CEO Nvidia Jensen Huang dilaporkan menjadi target dugaan intelijen China. 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