Berkshire Builds $30 Billion Alphabet Stake as Google Seeks Capital for AI Infrastructure
Updated
Updated · The Motley Fool · Aug 2
Berkshire Builds $30 Billion Alphabet Stake as Google Seeks Capital for AI Infrastructure
3 articles · Updated · The Motley Fool · Aug 2
Summary
$30 billion is now Berkshire Hathaway's total Alphabet investment after roughly $20 billion of late-2025 open-market buying and a $10 billion June share purchase.
Buffett said Berkshire had erred by avoiding Alphabet for years and cited the strength of Google Search, while Alphabet tapped fresh equity to fund AI infrastructure and global compute.
Google Cloud helped underpin that bet, with quarterly revenue jumping 82% year over year to $24 billion and operating income reaching $8.8 billion.
Alphabet's broader business also kept growing, with Google Services revenue up 15% to $94.5 billion and Gemini reaching 950 million monthly active users.
The stake makes Alphabet one of Berkshire's largest holdings and signals confidence in heavy AI spending even as Wall Street worries about the capital required.