Berkshire's $37.8 Billion Alphabet Stake Highlights Its Two-Front AI Exposure
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Berkshire's $37.8 Billion Alphabet Stake Highlights Its Two-Front AI Exposure Khac Phu Nguyen Wed, September 2, 2026 at 11:34 AM EDT 1 min read BRK-B GOOG This article first appeared on GuruFocus . Berkshire Hathaway ( NYSE:BRK.A ) ( NYSE:BRK.B ), the insurance-to-energy powerhouse, highlighted a two-front AI opportunity Wednesday as its stock stood at $503.57. Berkshire owns a major piece of Alphabet while its sprawling utility network is feeding the data centers powering the AI boom. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is BRK.A fairly valued? Test your thesis with our free DCF calculator. CEO Greg Abel said Alphabet is now Berkshire's third-largest common-stock holding, worth approximately $37.8 billion. Berkshire held nearly 106 million Alphabet shares at the end of June, equal to about 10.4% of its massive $364.7 billion cash reserve. The second engine is already humming: data centers accounted for roughly 8% of Iowa's electricity demand last year. Here is the punchline: Berkshire can win from both the software and the electricity behind AI. Alphabet delivers growth but brings market volatility. Berkshire Hathaway Energy offers infrastructure-driven returns, although expanding generation and transmission will require serious capital. The valuation picture adds another hookthe $503.57 share price sits 8.7% below the $551.58 GF Value estimate, signaling a potentially meaningful gap as Berkshire's dual AI exposure grows.
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