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Kemitraan Strategis Google dan Sea Ltd: AI untuk E-Commerce dan Gaming

Kemitraan Strategis Google dan Sea Ltd: AI untuk E-Commerce dan Gaming

Google dan Sea Ltd, pemilik platform Shopee, mengumumkan kemitraan baru pada 19 Februari 2026 untuk mengembangkan alat kecerdasan buatan (AI) di bidang e-commerce dan gaming. Kerja sama ini mencakup pembuatan prototipe "AI agentic shopping" di Shopee serta peningkatan produktivitas pengembangan game di Garena.

Detail Kemitraan

Kedua perusahaan akan mengeksplorasi AI agent yang bisa melakukan tugas belanja otonom di Shopee, seperti penemuan produk dan transaksi. Untuk gaming, Garena akan memanfaatkan solusi AI Google guna mentransformasi proses pengembangan game, termasuk akses awal ke proyek riset AI terbaru. Kemitraan ini melibatkan ketiga unit bisnis Sea: Garena (gaming), Shopee (e-commerce), dan SeaMoney (layanan keuangan digital).

Konteks Pasar dan Kompetisi

Shopee mendominasi e-commerce Asia Tenggara dengan pangsa pasar 52% pada 2024, menurut laporan Momentum Works. Langkah ini bersaing dengan Alibaba (Lazada) yang baru meluncurkan model AI "agentic" minggu ini, serta TikTok Shop. Ini melanjutkan kolaborasi Shopee-YouTube pada 2024 untuk pasar e-commerce regional.

Dampak Potensial

Kemitraan ini mendukung monetisasi AI global dengan kemampuan melampaui jawaban sederhana, seperti workflow kompleks dan belanja lintas app. Bagi Sea, ini bisa mempercepat pertumbuhan Shopee dan efisiensi Garena, menguatkan posisi di pasar berkembang Asia Tenggara. Pengumuman dari Jakarta ini menandai ekspansi AI di ekosistem digital regional.

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