{"id":2568,"date":"2026-09-29T06:23:13","date_gmt":"2026-09-28T23:23:13","guid":{"rendered":"https:\/\/vlobs.com\/blog\/?p=2568"},"modified":"2026-09-29T06:23:13","modified_gmt":"2026-09-28T23:23:13","slug":"amd-dan-ai-agent","status":"publish","type":"post","link":"https:\/\/vlobs.com\/blog\/amd-dan-ai-agent","title":{"rendered":"AMD Sempat Tembus Valuasi US$1 Triliun, Cramer Optimistis"},"content":{"rendered":"

VLOBS.COM<\/strong> – Jim Cramer menilai kenaikan Advanced Micro Devices (AMD) belum berakhir. Pembawa acara \u201cMad Money\u201d itu menyebut pertumbuhan AI agent dapat membuka peluang besar bagi perusahaan tersebut, terutama lewat meningkatnya permintaan CPU kelas atas.<\/p>\n

Pekan lalu, saham AMD naik hampir 13% dan sempat membawa kapitalisasi pasarnya melampaui US$1 triliun. Namun, nilainya kembali turun di bawah tonggak tersebut pada Senin. Saham AMD telah menguat hampir 30% sepanjang September.<\/p>\n

Baca juga<\/strong>: Jim Cramer Soroti Saham yang Dinilai Tahan Tekanan Pasar<\/a><\/p>\n

Cramer mengatakan lonjakan terbaru saham AMD turut dipicu peluncuran Muse, platform agen AI personal milik Meta. Menurutnya, semakin luasnya penggunaan AI agent akan meningkatkan kebutuhan CPU. Ia menyebut AMD masih menjadi pemimpin di pasar CPU.<\/p>\n

\u201cAwal tahun ini, perhatian investor beralih dari pelatihan model AI ke inferensi dan AI agentik. Lalu menjadi jelas bahwa permintaan CPU akan melonjak, karena lebih banyak CPU dibutuhkan untuk menjalankan AI agent yang berguna,\u201d kata Cramer.<\/p>\n

Baca juga<\/strong>: Ro Khanna Ajukan RUU AI, Batasi Model yang Bisa Memperbaiki Diri<\/a><\/p>\n

Perubahan posisi AMD<\/h2>\n

Performa AMD saat ini berbeda jauh dari kondisi perusahaan ketika Lisa Su menjadi CEO pada Oktober 2014. Saat itu, nilai AMD sedikit di atas US$2,5 miliar dan perusahaan kehilangan pangsa pasar dari Intel. Sejak itu, saham AMD telah naik lebih dari 18.000%, seiring Su memusatkan kembali arah perusahaan dan meningkatkan pangsa pasarnya di CPU.<\/p>\n

Baca juga<\/strong>: Zuckerberg dan Amodei Dijadwalkan Bertemu Trump pada Selasa<\/a><\/p>\n

Selain memperkuat bisnis CPU, AMD juga membangun pijakan di pasar prosesor grafis untuk beban kerja AI dan bersaing dengan Nvidia. AMD telah memperoleh komitmen besar untuk GPU-nya dari sejumlah pembelanja AI terbesar, termasuk Meta dan OpenAI.<\/p>\n

Cramer mengakui kenaikan saham AMD yang besar membuatnya rentan mengalami koreksi. Namun, ia menilai peluang jangka panjang perusahaan tetap terbuka. Ia juga mengatakan produk AMD lebih kompetitif daripada yang diperkirakan sebagian orang, sementara permintaan chip AI Nvidia begitu tinggi sehingga perusahaan itu tidak dapat memproduksi chipnya dengan cukup cepat untuk memenuhinya.<\/p>\n","protected":false},"excerpt":{"rendered":"

Jim Cramer menilai peluang AMD belum habis karena adopsi AI agent diperkirakan mendorong permintaan CPU.<\/p>\n","protected":false},"author":0,"featured_media":2570,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,99],"tags":[828,686,801,829,830,818,806,832,831],"yoast_head":"\nCramer: Kenaikan AMD Belum Berakhir Berkat AI<\/title>\n<meta name=\"description\" content=\"Jim Cramer menilai kenaikan AMD belum berakhir karena adopsi AI agent dapat mendorong permintaan CPU dan membuka peluang pertumbuhan baru.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/vlobs.com\/blog\/amd-dan-ai-agent\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cramer: Kenaikan AMD Belum Berakhir Berkat AI\" \/>\n<meta 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