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Nvidia Investasi Rp33,8 Triliun di Nebius Group NV

Nvidia telah mengumumkan investasi sebesar $2 miliar (setara sekitar Rp33,8 triliun dengan kurs saat ini) di Nebius Group NV, perusahaan cloud AI berbasis di Amsterdam.

Detail Investasi

Pengumuman ini dibuat pada 11 Maret 2026, sebagai bagian dari kemitraan strategis untuk membangun infrastruktur AI hyperscale. Nvidia akan memberikan akses awal ke teknologi terbaru seperti platform Rubin, CPU Vera, dan sistem penyimpanan BlueField, sambil berkolaborasi dalam desain pabrik AI dan stack inferensi.

Dampak Pasar

Saham Nebius melonjak lebih dari 15% hingga di atas $111 setelah pengumuman, sementara Nvidia fokus memperkuat ekosistem AI-nya dengan investasi serupa di perusahaan lain seperti Lumentum dan CoreWeave.

Rencana Jangka Panjang

Nebius menargetkan penerapan lebih dari 5 gigawatt kapasitas sistem Nvidia hingga akhir 2030, setara kebutuhan daya jutaan rumah tangga, untuk memenuhi permintaan global AI agentic.

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