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Wednesday, 21 January 2026
Menteri Investasi: AI Pendorong Ekonomi RI Tumbuh
Davos, 21 Januari 2026 — Dalam era percepatan kecerdasan buatan (Artificial Intelligence/AI) yang mendorong lonjakan kebutuhan komputasi dan investasi digital, Indonesia menegaskan pertumbuhan teknologi perlu diseimbangkan dengan pemerataan kesejahteraan dan keberlanjutan lingkungan. Hal ini menjadi inti diskusi dalam Tri Hita Karana G20 Bali Global Blended Finance Alliance Dialogue – Sustainable AI: Balancing Compute Growth with Equitable Prosperity, di Indonesia Pavilion, WEF Davos 2026.
Menteri Investasi dan Hilirisasi/Kepala BKPM sekaligus CEO Danantara Indonesia Rosan P. Roeslani menjelaskan, pertumbuhan kapasitas komputasi harus dipandang sebagai peluang sekaligus tantangan.
“Di Indonesia, AI bukan hanya bagian dari infrastruktur, tetapi juga pendorong pertumbuhan ekonomi di masa depan,” papar Rosan.
Menurut McKinsey Global Institute, penggunaan AI dapat meningkatkan produktivitas global hingga USD13 triliun per tahun pada 2030, sementara penggunaan energi untuk komputasi diproyeksikan meningkat dua kali lipat setiap 3–4 tahun jika tidak diiringi langkah efisiensi (McKinsey, 2023). Indonesia menyadari kedua sisi ini: potensi ekonomi digital tinggi sekaligus kebutuhan tata kelola teknologi yang adil dan ramah lingkungan.
“Sebagai bagian dari strategi investasi, kami terus memperbaiki iklim investasi dengan menyederhanakan kebijakan, aturan, dan regulasi. Kami berkomitmen pada kemitraan jangka panjang yang saling menguntungkan, karena kemitraan yang sehat akan menghasilkan kinerja dan nilai yang baik. Tidak hanya itu, peningkatan kualitas sumber daya manusia menjadi prioritas utama. Ini menjadi tanggung jawab Indonesia untuk menciptakan lebih banyak lapangan kerja yang berkualitas,” tambah Rosan.
Data Statista menunjukkan, angka investasi global dalam infrastruktur AI (termasuk data center) diproyeksikan mencapai lebih dari USD500 miliar pada 2027, meningkat dari USD272 miliar pada 2023—lebih dari 80% pertumbuhan dalam empat tahun terakhir. Lonjakan investasi ini membuka peluang besar bagi negara berkembang untuk menarik modal dan teknologi, selama didukung kebijakan yang stabil dan kerangka regulasi yang jelas.
Indonesia menempatkan digital economy sebagai salah satu pilar strategis. Menurut laporan Google–Temasek–Bain e-Conomy SEA Report 2025, nilai ekonomi digital Indonesia diperkirakan mencapai USD100 miliar pada 2025, dengan pertumbuhan tahunan rata-rata di atas 20%. Proyeksi Boston Consulting Group (BCG) bahkan menempatkan Indonesia sebagai pasar digital terbesar di Asia Tenggara dengan potensi mencapai USD 340 miliar pada 2030, melampaui banyak negara di kawasan.
Rosan menjelaskan, Indonesia mendorong pembiayaan inovatif (blended finance) untuk menjembatani kebutuhan modal besar di sektor teknologi tinggi dengan agenda iklim dan pengembangan kapasitas lokal. Berbagai lembaga internasional di sektor keuangan, termasuk Global Climate Fund dan investor global lainnya, melihat kombinasi pendanaan publik–swasta sebagai kunci percepatan infrastruktur digital yang scalable dan sustainable.
Dengan dukungan kebijakan yang adaptif, Indonesia memperkuat kapasitas lokal melalui reformasi perizinan dan insentif investasi digital, termasuk Online Single Submission (OSS) yang terintegrasi serta pemberian tax allowance dan tax holiday bagi sektor strategis teknologi dan inovasi. Pendekatan ini dirancang untuk menciptakan kepastian proses dan waktu realisasi investasi di tengah dinamika global.
Diskusi ini menghadirkan sejumlah pemangku kepentingan global, antara lain Craig Cogut, Chairman and CEO Pegasus Capital Advisors sekaligus Fund Manager Green Climate Fund; Calista Redmond, Vice President Global AI Initiatives NVIDIA; Stella Li, Executive Vice President BYD; Ginny Badanes, Head of Tech for Society Microsoft; serta Dr. Enki Tan, Executive Chairman Giti Tire, dengan moderator Patricia Holly Purcell, Senior Adviser Sustainable Finance Hub, United Nations Development Programme (UNDP). Sesi ini ditutup dengan closing remarks oleh Andreas Schaal, Director for OECD Global Relations and Co-operation sekaligus OECD Sherpa untuk G7, G20, dan APEC.
Melalui tema “Endless Horizons with Indonesia”, Indonesia menyampaikan pesan bahwa keterbukaan, stabilitas kebijakan, dan tata kelola yang adil tetap menjadi fondasi untuk menjawab tantangan global. Dalam konteks AI dan komputasi yang berkembang sangat cepat, Indonesia siap menjadi mitra investasi yang konstruktif dan berorientasi jangka panjang bagi komunitas global yang ingin tumbuh bersama dalam lanskap ekonomi digital yang terus berubah.
Untuk keterangan lebih lanjut dapat menghubungi:
Biro Protokol dan Hubungan Masyarakat
Kementerian Investasi dan Hilirisasi/BKPM
Email: humas@bkpm.go.id