
Buffett’s AI wager is surprisingly boring: power plays fueling the AI boom
Warren Buffett’s take on the AI era isn’t about chasing flashy AI companies; Berkshire Hathaway’s AI exposure comes from durable, energy-driven bets in utilities (like MidAmerican Energy) and turbine components (Precision Castparts), which power the data-center buildout, along with long-standing bets on Apple and a recent stake in Alphabet. As AI accelerates demand for electricity and infrastructure, Buffett’s “boring” bets have proven lucrative and central to Berkshire’s AI-era profitability.









