Berkshire CEO Greg Abel: Alphabet a ‘significant player’ in AI after growing stake in Q2



Berkshire Hathaway CEO Greg Abel joins ‘Squawk Box’ to discuss the company’s investment in Japan, Berkshire’s strategic partnership with Tokio Marine, impact of high Japanese bond yields, Berkshire’ investment portfolio, his relationship with Warren Buffett, AI investment opportunities, data center growth opportunity, and more.

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49 Comments

  1. whenever a US government branch files a legal claim ( FTC suit against Amazon or previous litigation against Google for antitrust issues ) or start new regulations this constitutes a green light to EU regulators to do the same thing and start collecting money from great American companies and taxpayers; I wish government people were more conscious of the financilal consequenses to the US economy and its people whenever they pursue this often baseless endeavors ,,, HAPPY BIRTHDAY Mr. Buffett .

  2. It's great that he told us that the institutional shares price was discounted by 6% on the deal. I
    m still wondering what the institutional share price is in relation to BRB.B. I am considering buying GOOGL and GOOG and/or BRB.B. I sold my GOOG in the past I bought after Covid and I have it in my QQQM.

  3. Very satisfied with Greg at the helm. It is VERY simple. Whenever this garbage market crashes, buy up the main four: Google, Meta, Amazon, and Microsoft. Go on a full-scale shopping spree. More oil and some more bank is also fine but he needs to use the majority of that cash on those 4 when the market crashes.

  4. Why TF would anyone want a data center in their community for zero benefit and drive your electric bill up? Our entire Parker Co community didn’t want it at all but government pushed it through anyway. Such BS

  5. You would think that a "Sovereign Wealth Fund" could be created that taxed AI tokens and the monies put in to the wealth fund would grow to pay for universal health care, bullet trains, education advancements, college scholarships, new roads and lower taxes. But the thick slow Congress goes on licking boots to a thief and pedo. WTF is wrong with you people?

  6. Wait… Berkshire sold around 606M Apple shares in 2024, missed roughly $77B of upside, then went and bought Alphabet near its highs?? 🤨 Why wasn’t just keeping Apple the better use of the capital? Turns out Buffett is one of us too 😅

  7. Can I get my 7 minutes back. I've never heard someone talk so much and say absolutely nothing of real value. This guy may be smart but he totally fails at public speaking.

  8. Realize Greg just started, so hope he becomes more comfortable and finds his own style. Unsure why he keeps glancing to the side as if he is reading something. There's no one like Warren so better to be himself on delivery. Berkshire is an American icon so all the best to Greg on overcoming the recent years of underperforming the market.

  9. Berkshire’s growing Alphabet stake suggests that AI is becoming more than a technology trade—it is also an infrastructure and capital-allocation story. If electricity becomes the real constraint on data-center growth, the long-term winners may include not only model developers and chipmakers, but companies capable of financing and supplying reliable power without weakening returns.

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