Analysis of Berkshire Hathaway's GOOGL Stake & Google's $40B Texas Data Center Investment

Berkshire Hathaway revealed a $4.3B stake (17.85M shares, 0.31% of Alphabet) as of Q3 2025 [3], while Google announced a $40B investment in Texas AI data centers by 2027 [4]. On Nov14, GOOGL closed at $276.41, up 1.84% with 31.1M shares traded—above 30-day average [0]. The stake signals Berkshire’s confidence in GOOGL amid its Apple sell-off [1], and the data centers expand Google’s AI capacity [5].

1. Symbolic Endorsement
   : Berkshire’s 0.31% stake is small but carries Buffett’s reputation, potentially attracting institutional investors [2].
2. AI Infrastructure Play
   : Google’s $40B investment positions it to compete with OpenAI/Anthropic, though grid strain risks exist [4].
3. Mixed Sentiment
   : Short-term gains offset recent declines, but long-term views balance AI growth with operational risks [0].

• Risks
  : Texas grid strain may delay data centers [4]; AI competition from Microsoft/AWS [5]; short-term volatility.
• Opportunities
  : AI growth from expanded infrastructure [6]; Berkshire’s endorsement driving investor interest [3].

• Berkshire Stake
  : $4.3B (17.85M shares, 0.31% of GOOGL) [3].
• Google Investment
  : $40B in Texas AI data centers by 2027 [4].
• GOOGL Metrics
  : Market cap $3.34T, P/E26.89x, ROE35% [0]; Nov14 close $276.41 (1.84% gain), YTD +45.92% [0].