{"id":3467,"date":"2026-10-23T15:50:49","date_gmt":"2026-10-23T08:50:49","guid":{"rendered":"https:\/\/vlobs.com\/blog\/?p=3467"},"modified":"2026-10-23T15:50:49","modified_gmt":"2026-10-23T08:50:49","slug":"permintaan-neocloud","status":"publish","type":"post","link":"https:\/\/vlobs.com\/blog\/permintaan-neocloud","title":{"rendered":"Jensen Huang: Permintaan Neocloud Melonjak, Modal Masih Langka"},"content":{"rendered":"<p><strong>VLOBS.COM<\/strong> &#8211; CEO Nvidia Jensen Huang mengatakan permintaan terhadap perusahaan neocloud saat ini sangat tinggi. Namun, menurutnya, keterbatasan modal kerja menghambat perusahaan-perusahaan tersebut untuk memenuhi permintaan dan memperluas pertumbuhan.<\/p>\n<p>Dalam wawancara dengan CNBC di sela konferensi GTC Nvidia di Berlin pada Kamis, Huang menyebut permintaan neocloud \u201coff the charts\u201d dan mengatakan kapabilitas perusahaan di bidang tersebut \u201cextraordinary\u201d. Ia menilai kebutuhan modal jauh lebih besar daripada ketersediaannya.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/celah-sistem-pemantauan-openai\">Evaluator Independen Temukan Celah pada Sistem Pemantauan OpenAI<\/a><\/p>\n<p>Huang juga mengatakan kelangkaan energi menjadi kendala bagi perkembangan AI, terutama di Eropa yang harga listriknya lebih tinggi. Ia menilai alokasi energi untuk perusahaan seperti Nebius dan Mistral penting bagi pertumbuhan mereka.<\/p>\n<p>Menurut Huang, perusahaan neocloud di Eropa perlu membangun infrastruktur di kawasan itu agar ekosistem dan ekonomi AI dapat berkembang di atasnya. Ia menambahkan bahwa Eropa membutuhkan lebih banyak perusahaan neocloud.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/pendanaan-openai-us-30-miliar\">OpenAI Dekati Pendanaan hingga US$30 Miliar dengan Valuasi US$1,25 Triliun<\/a><\/p>\n<p>Saham neocloud seperti CoreWeave dan Nebius belakangan melemah di tengah kekhawatiran mengenai besarnya belanja infrastruktur AI dan waktu pengembalian investasi yang diperkirakan lebih lama. Investor juga mencermati utang yang digunakan CoreWeave untuk membiayai pembangunan pusat datanya.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/merger-spacex-dan-tesla\">Rencana Merger SpaceX-Tesla Dorong Saham, SpaceX Catat Lonjakan<\/a><\/p>\n<p>Pada perdagangan pra-pasar Kamis, saham Nebius turun 3,6% dan CoreWeave melemah 4%. Iren dan Applied Digital masing-masing juga turun hampir 4%.<\/p>\n<p>Nvidia telah berkomitmen menginvestasikan hampir US$10 miliar kepada perusahaan, universitas, dan lembaga riset. Saat berkunjung ke London pekan sebelumnya, perusahaan mengumumkan kepemilikan saham senilai lebih dari US$1 miliar di lima startup Inggris. Nvidia juga berinvestasi pada sejumlah startup Prancis.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CEO Nvidia Jensen Huang menyebut permintaan neocloud sangat tinggi, tetapi keterbatasan modal kerja dan energi menahan pertumbuhan.<\/p>\n","protected":false},"author":0,"featured_media":3469,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,99],"tags":[2509,645,607,641,2508,2491,529,530,2507],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Huang Sebut Permintaan Neocloud Tinggi, Modal Langka<\/title>\n<meta name=\"description\" content=\"Jensen Huang mengatakan permintaan neocloud sangat tinggi, tetapi kelangkaan modal kerja dan energi menjadi hambatan pertumbuhan di Eropa.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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