Berkshire's Quiet AI Trade: Own Alphabet at the Top, Sell Power to Data Centers at the Bottom

An investor breakdown of Berkshire Hathaway's AI exposure highlights a vertically integrated bet — from an Alphabet stake down to selling electricity to the data centers that run the models.

The most durable AI trade may not be a model company at all. @dubidubabap laid out Berkshire Hathaway's "quite interesting" AI position: Alphabet held "at the top" of the stack, and at the bottom, Berkshire Hathaway Energy "sells power to data centers."

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