{"id":3473,"date":"2026-10-24T11:50:49","date_gmt":"2026-10-24T04:50:49","guid":{"rendered":"https:\/\/vlobs.com\/blog\/?p=3473"},"modified":"2026-10-24T11:50:49","modified_gmt":"2026-10-24T04:50:49","slug":"sektor-neocloud","status":"publish","type":"post","link":"https:\/\/vlobs.com\/blog\/sektor-neocloud","title":{"rendered":"GTC Berlin: Nvidia Soroti Tekanan Modal di Sektor Neocloud"},"content":{"rendered":"<p><strong>VLOBS.COM<\/strong> &#8211; Konferensi Nvidia GTC di Berlin berlangsung di tengah tekanan pada saham perusahaan neocloud dan kekhawatiran tentang pendanaan. CEO Nvidia Jensen Huang mengatakan permintaan terhadap layanan neocloud sangat tinggi, meski sejumlah pelaku industri menyoroti risiko perusahaan yang tidak memiliki peringkat kredit.<\/p>\n<p>\u201cJika melihat fundamentalnya, permintaan untuk neocloud sangat tinggi,\u201d kata Huang kepada CNBC. Pada hari terakhir konferensi, saham CoreWeave ditutup turun 10%, sedangkan Nebius melemah 7%. Penurunan itu terjadi di tengah kekhawatiran mengenai besarnya pinjaman perusahaan yang menyewakan komputasi AI.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/infrastruktur-ai\">Tekanan Infrastruktur AI Meningkat, Solidigm Batalkan Rencana IPO<\/a><\/p>\n<p>Seorang eksekutif perusahaan infrastruktur AI yang ditemui CNBC mengatakan banyaknya bisnis tanpa peringkat kredit \u201cmembuat pasar ketakutan\u201d. Eksekutif dari perusahaan pembiayaan infrastruktur AI lainnya menyebut modal dapat segera menjadi hambatan.<\/p>\n<p><strong>Baca juga<\/strong>: <a href=\"https:\/\/vlobs.com\/blog\/permintaan-neocloud\">Jensen Huang: Permintaan Neocloud Melonjak, Modal Masih Langka<\/a><\/p>\n<h2>Produk baru untuk mempercepat penyediaan komputasi<\/h2>\n<p>Di Berlin, Huang mengumumkan produk yang mengemas tujuh rak AI Vera Rubin dari Nvidia ke dalam kontainer pengiriman. Produk tersebut dirancang untuk diangkut melalui jalan biasa, dengan tujuan mempercepat penyediaan komputasi AI di tengah permintaan yang besar.<\/p>\n<p>Huang mengatakan keterlambatan mengoperasikan pusat data dapat menyebabkan hilangnya pendapatan miliaran dolar. Ia juga menyebut kebutuhan modal untuk pertumbuhan sektor AI jauh lebih besar daripada ketersediaannya, tetapi mengatakan masalah itu akan teratasi.<\/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>Goldman Sachs memperkirakan belanja modal terkait AI dapat mencapai sekitar US$7,6 triliun selama 2026 hingga 2031, mencakup komputasi, pusat data, dan daya. Huang mengatakan pusat data berkapasitas 1 gigawatt membutuhkan biaya sekitar US$50 miliar.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Di GTC Berlin, Jensen Huang menilai permintaan neocloud sangat tinggi, sementara pelaku industri mengkhawatirkan ketersediaan modal.<\/p>\n","protected":false},"author":0,"featured_media":3475,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[26,99],"tags":[645,1040,2515,607,641,2491,529,530,2516],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Nvidia Soroti Tekanan Modal Sektor Neocloud AI<\/title>\n<meta name=\"description\" content=\"Jensen Huang menyebut permintaan neocloud sangat tinggi di GTC Berlin, sementara pelaku industri mengkhawatirkan ketersediaan modal.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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