Berkshire Bets Big on Alphabet to Win the AI Era
Berkshire Hathaway has substantially increased its Alphabet stake, tripling it earlier and adding roughly $10 billion from Alphabet’s $80 billion equity raise, giving Berkshire about 86.7 million Alphabet shares (roughly $30.9 billion) and making Alphabet Berkshire’s fourth-largest public holding. The move reflects a bet that Alphabet will win the generative AI race, leveraging its in-house data centers and TPU chips for a cost and capacity edge over OpenAI and Anthropic.













