Berkshire Hathaway has significantly increased its investment in Alphabet, purchasing $10 billion worth of shares through a private stock deal. This includes $5 billion in Class A shares at $351.81 each and $5 billion in Class C shares at $348.20 each.
This move is part of a broader strategy by Berkshire, which has been rapidly building its position in Alphabet over the past three quarters, making it one of the conglomerate's largest equity investments. The investment indicates Berkshire's confidence in Alphabet's central role in the AI boom, which encompasses search, cloud computing, and digital infrastructure.
It also highlights a potential shift in investment strategy under CEO Greg Abel, who appears more willing to invest heavily in technology firms compared to the company's traditional focus on businesses with stable earnings. This investment follows Berkshire's initial stake in Alphabet disclosed in the third quarter of 2025, when it acquired approximately 17.8 million shares.
The funds from Alphabet's stock sale are intended for general corporate purposes, including enhancing its AI infrastructure to meet growing customer demand. This announcement comes shortly after Berkshire's agreement to acquire Taylor Morrison Home for $6.8 billion, further demonstrating its active investment strategy