Berkshire Hathaway’s latest 13‑F shows a $4.3 billion stake in Alphabet — a striking move given Warren Buffett’s traditional aversion to tech and one likely overseen at the top — and signals a potential vote of confidence in large-scale AI spending. The article cites Alphabet’s AI momentum (Gemini 650 million MAUs, AI Mode 75 million daily users), Google Cloud customer growth (+34% YoY), a $155 billion cloud backlog (+46%), and Alphabet’s 2025 capex increase to $92 billion (from $85 billion) after $52 billion in 2024, underscoring rising hyperscaler investment. With U.S. big‑tech capex now expected near $405 billion (vs. an earlier $250 billion forecast) and Goldman Sachs forecasting $1.15 trillion of hyperscaler capex from 2025–27, the piece argues Berkshire’s bet reinforces the case for sustained GPU and AI‑infrastructure demand — a bullish sign for Nvidia and other AI suppliers.
Berkshire Hathaway's latest 13-F shows a $4.3 billion position in Alphabet, a notable departure from Warren Buffett's historical aversion to technology stocks; the filing does not disclose whether Buffett or a portfolio manager initiated the stake, though the article suggests top-level oversight is likely and frames the trade as a potential high-profile move ahead of Berkshire CEO succession at year-end. Alphabet's AI traction is presented as the investment thesis: Gemini reports more than 650 million monthly active users and the newly launched AI Mode reached 75 million daily users in its first quarter, while AI Overviews are boosting search query growth—concrete engagement metrics management cited on its earnings call. Google Cloud customers grew 34% year-over-year last quarter, and management says Google Cloud backlog rose 46% to $155 billion versus just $15 billion of quarterly revenue, signaling sizeable contracted demand for cloud and AI services. Management raised 2025 capex guidance to $92 billion (from $85 billion) after $52 billion in 2024 and flagged a "significant increase" in 2026, and the article cites industry estimates boosting U.S. big-tech capex to $405 billion (vs. prior $250 billion) and Goldman Sachs' $1.15 trillion hyperscaler capex view for 2025–27. The combination of elevated capex guidance and large contract backlogs underpins the article's argument that demand for Nvidia GPUs and AI infrastructure is likely to remain strong, which is why analysts are more bullish on Nvidia; the key counterpoint noted is that the Berkshire stake's rationale could reflect positioning rather than a change in Buffett's investment philosophy.
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