Sumber: Kontan.co.id | 13 September 2026<\/p>\n\n\n\n
Investasi pusat data (data center) di Indonesia terus mengalir. Namun, ekspansi kapasitas yang agresif mulai menghadapi tantangan baru, yakni memastikan pertumbuhan pasokan tidak melampaui permintaan.<\/p>\n\n\n\n
Ketua Umum Asosiasi Penyelenggara Data Center Indonesia (IDPRO) Hendra Suryakusuma mengatakan, kapasitas data center nasional hingga Mei 2026 telah mencapai sekitar 630 megawatt (MW). Di sisi lain, pipeline tambahan yang disampaikan pemerintah mencapai sekitar 1,3 gigawatt (GW).<\/p>\n\n\n\n
Meski demikian, angka pipeline tersebut tidak serta-merta menunjukkan seluruh kapasitas akan masuk pasar dalam waktu bersamaan. Menurut Hendra, perlu dibedakan antara kapasitas yang baru diumumkan, memiliki kepastian pasokan listrik, sedang dibangun, telah beroperasi hingga kapasitas yang sudah dikontrak pelanggan.<\/p>\n\n\n\n
\"Pertanyaannya bukan sekadar supply bertambah lebih cepat daripada demand,\" ujar Hendra kepada Kontan, Minggu (13\/9\/2026).<\/p>\n\n\n\n
Hendra memperkirakan kebutuhan kapasitas data center pada 2026 tumbuh sekitar 35%-45%. Dalam satu hingga dua tahun mendatang, tambahan kebutuhan daya diperkirakan mencapai 300 MW-400 MW, terutama didorong hyperscaler, kecerdasan buatan (AI) dan edge deployment.<\/p>\n\n\n\n
Dengan proyeksi tersebut, ia mengakui terdapat risiko kelebihan pasokan jika seluruh pipeline 1,3 GW direalisasikan dalam waktu terlalu singkat. Namun, risiko oversupply dinilai lebih mungkin terjadi di lokasi atau segmen tertentu ketimbang secara nasional.<\/p>\n\n\n\n
\"Bisa terjadi suatu lokasi memiliki terlalu banyak kapasitas pada waktu yang sama,\" katanya.<\/p>\n\n\n\n
Menurut Hendra, pembangunan data center perlu dilakukan secara bertahap mengikuti permintaan yang sudah terlihat. Ini penting mengingat proyek data center membutuhkan modal besar sehingga ekspansi tanpa kepastian pelanggan dapat menekan tingkat utilisasi.<\/p>\n\n\n\n
Kebutuhan fasilitas untuk AI juga tidak sepenuhnya sama dengan data center konvensional. Data center berbasis AI membutuhkan kepadatan komputasi lebih tinggi, sistem pendinginan berbeda serta konfigurasi kelistrikan yang lebih besar.<\/p>\n\n\n\n
Karena itu, Hendra menilai kesehatan industri tidak cukup diukur dari perbandingan total kapasitas dan permintaan. Investor juga perlu memperhatikan lokasi, profil pelanggan, waktu kapasitas tersedia, tingkat pre-commitment serta kesiapan fasilitas terhadap kebutuhan AI.<\/p>\n\n\n\n
\"Ukuran keberhasilan bukan seberapa besar kapasitas yang diumumkan, tetapi berapa besar kapasitas yang benar-benar commissioned, contracted dan utilized,\" tegasnya.<\/p>\n\n\n\n
Bukan Cuma Listrik<\/p>\n\n\n\n
Direktur Eksekutif ICT Institute Heru Sutadi menilai kebutuhan data center nasional memang masih besar, terutama seiring pertumbuhan cloud computing, AI dan ekonomi digital.<\/p>\n\n\n\n
Namun, menurut dia, ekspansi investasi perlu dibarengi perhitungan demand yang realistis. Saat ini, kapasitas operasional disebut sekitar 580 MW dengan pipeline tambahan sekitar 1,3 GW.<\/p>\n\n\n\n
\"Peluangnya besar, tetapi jangan sampai terjadi pembangunan kapasitas lebih cepat daripada pertumbuhan pelanggan,\" ujar Heru kepada Kontan, Minggu (13\/9\/2026).<\/p>\n\n\n\n
Heru menilai data center sebaiknya dibangun secara bertahap berdasarkan kontrak atau kebutuhan pelanggan yang jelas. Sebab, jika kapasitas terbangun lebih cepat daripada permintaan, investasi tersebut berisiko menjadi overcapacity.<\/p>\n\n\n\n
Risiko lainnya terletak pada besarnya modal yang harus dikeluarkan. Data center membutuhkan investasi besar dengan periode pengembalian yang panjang. Jika pelanggan tidak tumbuh sesuai proyeksi, tekanan terhadap arus kas dan kemampuan proyek membayar utang dapat meningkat.<\/p>\n\n\n\n
Karena itu, struktur pembiayaan juga perlu diperhatikan. Heru menilai proyek dengan pelanggan yang jelas, kontrak jangka panjang dan kepastian pasokan listrik akan lebih sehat dibandingkan proyek yang hanya mengandalkan proyeksi pertumbuhan demand.<\/p>\n\n\n\n
\"Investasi yang sangat agresif tetap perlu diikuti perhitungan demand yang realistis,\" katanya.<\/p>\n\n\n\n
Di sisi infrastruktur, Hendra mengatakan tantangan industri kini bukan sekadar mencari lahan atau listrik. Investor membutuhkan lahan yang sekaligus memiliki akses listrik dan konektivitas memadai atau powered and connected land.<\/p>\n\n\n\n
Data center membutuhkan listrik dalam jumlah besar dengan tingkat keandalan tinggi. Ketersediaan daya secara nasional belum otomatis menjamin kebutuhan fasilitas karena diperlukan redundansi jaringan, kestabilan tegangan dan frekuensi, kapasitas gardu serta kepastian tambahan daya sesuai jadwal pengembangan.<\/p>\n\n\n\n
Hendra menyebut PLN telah menunjukkan komitmen mendukung ekspansi data center. Sejumlah proyek memperoleh komitmen pasokan listrik berskala besar, antara lain 511 MVA untuk DayOne di Batam, lebih dari 1 GW untuk pengembangan BDx di sejumlah lokasi serta 2 x 725 MVA untuk campus Digital Edge.<\/p>\n\n\n\n
Sementara itu, NeutraDC bekerja sama dengan PLN untuk mendukung ekspansi hyperscale di Cikarang hingga 200 MW.\n\n\"Pekerjaan berikutnya adalah memastikan komitmen kapasitas tersebut dapat diwujudkan menjadi power yang benar-benar available di lokasi dan pada waktu yang dibutuhkan,\" ujar Hendra.<\/p>\n\n\n\n
Ia menambahkan, kebutuhan industri bukan hanya electricity availability, tetapi juga electricity reliability. Artinya, kesiapan transmisi, gardu induk, feeder redundancy, kualitas listrik hingga kemampuan pemulihan pasokan ketika terjadi gangguan harus diperhitungkan.<\/p>\n\n\n\n
Heru juga mengingatkan agar konsentrasi pembangunan data center di wilayah tertentu tidak menimbulkan tekanan baru terhadap jaringan listrik maupun mengurangi ketahanan sistem.<\/p>\n\n\n\n
\"Jangan hanya menghitung berapa megawatt kapasitas yang dibangun, tetapi juga dipastikan siapa penggunanya, berapa tingkat utilisasinya, dari mana listriknya, dan apakah infrastruktur pendukungnya siap,\" kata Heru.<\/p>\n\n\n\n
Selain listrik, pengembangan data center membutuhkan dukungan jaringan fiber domestik, konektivitas internasional, kabel bawah laut, lahan dan air untuk pendinginan.<\/p>\n\n\n\n
Kebutuhan lahan untuk data center berbasis AI bahkan dapat mencapai 10 hektare-30 hektare atau lebih. Namun, lahan tersebut harus ditopang listrik, fiber, akses jalan, perizinan, keamanan serta ruang ekspansi.<\/p>\n\n\n\n
Dari sisi kelistrikan, Hendra melihat Rencana Usaha Penyediaan Tenaga Listrik (RUPTL) 2025-2034 sebagai salah satu fondasi penting. PLN merencanakan tambahan pembangkit sekitar 69,5 GW, jaringan transmisi hampir 47.800 kilometer sirkuit serta tambahan kapasitas gardu induk sekitar 107.950 MVA.<\/p>\n\n\n\n
Namun, kebutuhan data center dinilai perlu diintegrasikan sejak awal ke dalam perencanaan sistem kelistrikan. Sebab, pembangunan data center, transmisi dan gardu induk membutuhkan waktu yang tidak singkat.<\/p>\n\n\n\n
\"Demand forecast industri perlu masuk dalam perencanaan sistem kelistrikan sejak awal,\" tutur Hendra.<\/p>\n\n\n\n
AI Jadi Katalis<\/p>\n\n\n\n
Meski menyimpan risiko oversupply, Heru tetap melihat AI dan cloud sebagai mesin pertumbuhan data center dalam beberapa tahun ke depan.<\/p>\n\n\n\n
Hanya saja, pertumbuhan kebutuhan komputasi AI tidak otomatis membuat seluruh kapasitas baru langsung terserap pasar. Perkembangan teknologi yang cepat juga dapat mengubah pola kebutuhan pelanggan.<\/p>\n\n\n\n
\"AI adalah pendorong kuat, tetapi bukan alasan untuk membangun tanpa perhitungan demand,\" kata Heru.<\/p>\n\n\n\n
Menurut dia, Indonesia memang berpeluang menjadi hub data center regional. Namun, daya saing tersebut bergantung pada kemampuan menyediakan listrik yang andal, konektivitas, energi hijau serta ekosistem digital yang kompetitif.<\/p>\n\n\n\n
Hendra menambahkan, kebutuhan energi hijau juga semakin penting karena pelanggan hyperscaler dan AI global mulai menuntut penggunaan energi terbarukan untuk mendukung target net zero emission.\n\nIa menyebut lebih dari separuh anggota IDPRO telah memiliki komitmen net zero emission pada 2030. <\/p>\n\n\n\n
\"Competitiveness Indonesia ke depan tidak hanya ditentukan oleh kemampuan menyediakan listrik, tetapi juga apakah listrik tersebut reliable, scalable, competitive dan increasingly green,\" pungkas Hendra.<\/p>\n\n\n\n
<\/p>","protected":false},"excerpt":{"rendered":"
Source: Kontan.co.id | September 13, 2026 Investment in data centers in Indonesia continues to flow. However, aggressive capacity expansion is beginning to face a new challenge: ensuring that supply growth does not outpace demand. Hendra Suryakusuma, Chairman of the Indonesian Data Center Providers Association (IDPRO), stated that national data center capacity reached approximately 630 megawatts (MW) as of May 2026. Meanwhile, the additional capacity pipeline announced by the government stands at around 1.3 gigawatts (GW). However, this pipeline figure does not necessarily imply that all capacity will enter the market simultaneously. According to Hendra, a distinction must be made between capacity that has merely been announced, capacity with secured power supply, capacity under construction, operational capacity, and capacity already contracted by customers. “The issue isn’t simply that supply is growing faster than demand,” Hendra told Kontan on Sunday (September 13, 2026). Hendra estimates that data center capacity demand will grow by approximately 35%\u201345% in 2026. Over the next one to two years, additional power requirements are projected to reach 300 MW\u2013400 MW, driven primarily by hyperscalers, artificial intelligence (AI), and edge deployments. Given these projections, he acknowledges a risk of oversupply if the entire 1.3 GW pipeline is realized within too short a timeframe. However, this oversupply risk is considered more likely to occur in specific locations or segments rather than on a national scale. “It is possible for a single location to end up with too much capacity at the same time,” he said. According to Hendra, data center development needs to be carried out in phases that align with visible demand. This is crucial because data center projects require significant capital; thus, expansion without confirmed customers could depress utilization rates. The requirements for AI-focused facilities also differ from those of conventional data centers. AI-based data centers demand higher computing density, different cooling systems, and larger-scale electrical configurations. Therefore, Hendra believes that the health of the industry cannot be measured solely by comparing total capacity against demand. Investors also need to consider location, customer profiles, the timing of available capacity, pre-commitment levels, and the facility’s readiness to meet AI requirements. “The measure of success is not the amount of capacity announced, but the amount of capacity actually commissioned, contracted, and utilized,” he emphasized. It\u2019s Not Just About Electricity Heru Sutadi, Executive Director of the ICT Institute, assesses that the demand for national data centers remains substantial, particularly alongside the growth of cloud computing, AI, and the digital economy. However, he believes that investment expansion must be accompanied by realistic demand projections. Currently, operational capacity stands at approximately 580 MW, with an additional pipeline of around 1.3 GW. “The opportunities are vast, but we must avoid a scenario where capacity is built faster than the customer base grows,” Heru told Kontan on Sunday (September 13, 2026). Heru suggests that data centers should be developed in phases based on clear contracts or customer needs. If capacity is built ahead of demand, the investment risks resulting in overcapacity. Another risk lies in the significant capital required. Data centers demand massive investment with long payback periods. If customer growth falls short of projections, pressure on cash flow and the project’s debt-servicing ability could mount. Consequently, financing structures require careful attention. Heru believes that projects backed by confirmed customers, long-term contracts, and guaranteed power supplies are financially healthier than those relying solely on projected demand growth. “Even highly aggressive investments must be grounded in realistic demand calculations,” he said. Regarding infrastructure, Hendra noted that the industry’s challenges go beyond merely securing land or electricity. Investors require “powered and connected land”\u2014sites that offer both power access and adequate connectivity. Data centers require vast amounts of electricity with high reliability. National power availability does not automatically guarantee a facility’s needs; factors such as network redundancy, voltage and frequency stability, substation capacity, and guaranteed power expansion aligned with development schedules are also essential. Hendra noted that PLN has demonstrated a commitment to supporting data center expansion. Several projects have secured commitments for large-scale power supplies, including 511 MVA for DayOne in Batam, over 1 GW for BDx developments across multiple locations, and 2 x 725 MVA for the Digital Edge campus. Meanwhile, NeutraDC is collaborating with PLN to support a hyperscale expansion in Cikarang reaching up to 200 MW. “The next task is to ensure that these capacity commitments translate into power that is genuinely available at the required location and time,” said Hendra. He added that industrial needs go beyond mere electricity availability to include reliability. This means factoring in the readiness of transmission infrastructure and substations, feeder redundancy, power quality, and the ability to restore supply in the event of an outage. Heru also cautioned that concentrating data center development in specific areas must not place undue strain on the power grid or compromise system resilience. “We shouldn’t just calculate the megawatts of capacity being built; we must also identify the users, utilization rates, power sources, and the readiness of supporting infrastructure,” Heru said. Beyond electricity, data center development requires domestic fiber-optic networks, international connectivity, undersea cables, land, and water for cooling systems. Land requirements for AI-driven data centers can range from 10 to 30 hectares or more. However, such sites require adequate power, fiber connectivity, road access, permits, security, and space for future expansion. Regarding the power sector, Hendra views the 2025\u20132034 Electricity Supply Business Plan (RUPTL) as a crucial foundation. PLN plans to add approximately 69.5 GW of generation capacity, nearly 47,800 circuit-kilometers of transmission lines, and roughly 107,950 MVA of substation capacity. However, data center requirements need to be integrated into power system planning from the outset, given the significant time required to construct data centers, transmission lines, and substations. “Industry demand forecasts must be incorporated into power system planning from the very beginning,” Hendra stated. AI as a Catalyst Despite the risk of oversupply, Heru views AI and cloud services as key drivers of data center growth over the coming years. However, rising demand for AI computing does not guarantee […]<\/p>","protected":false},"author":9,"featured_media":7396,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[328,329,289,121,327],"class_list":["post-7395","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcements","tag-ai","tag-cloud-computing","tag-data-center","tag-pln","tag-pusat-data"],"_links":{"self":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts\/7395","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/comments?post=7395"}],"version-history":[{"count":1,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts\/7395\/revisions"}],"predecessor-version":[{"id":7397,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts\/7395\/revisions\/7397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/media\/7396"}],"wp:attachment":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/media?parent=7395"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/categories?post=7395"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/tags?post=7395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}