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

On November 14-15, 2025, a Reddit weekend discussion thread highlighted two key developments for Alphabet Inc. (ticker: GOOGL):

1. Berkshire Hathaway’s New Stake
   : Warren Buffett’s conglomerate disclosed a $4.3 billion stake (17.85 million shares) in Alphabet via an SEC filing on November14 [1].
2. Google’s Texas AI Infrastructure Investment
   : Google announced a $40 billion plan to build three new AI data centers in Texas by 2027 [2].

The thread noted mixed near-term sentiment but broader optimism about these long-term growth signals [3].

• Short-Term
  : GOOGL closed 1.84% higher at $276.41 on November14 with 31.1 million shares traded [0].
• Medium-Term
  : Berkshire’s stake may attract value investors; the $40B data center build-out positions Google for AI/cloud demand.
• Long-Term
  : Strengthens Google’s competitive edge in AI infrastructure.

Metric	Value	Source
Berkshire’s GOOGL Stake	$4.3B (17.85M shares)	[1]
Google’s Texas Investment	$40B (2025-2027)	[2]
GOOGL Nov14 Close	$276.41	[0]
GOOGL Nov14 Gain	+1.84%	[0]
GOOGL Nov14 Volume	31.1M shares	[0]

• Direct
  : GOOGL, GOOG.
• Related Sectors
  : AI infrastructure, cloud computing, data center hardware, renewable energy.
• Upstream
  : Tech vendors (NVIDIA, Dell).
• Downstream
  : Texas-based cloud customers.

1. Average volume comparison for GOOGL.
2. Berkshire’s rationale for the stake.
3. Exact data center completion dates.

• Power Grid Strain
  : Texas grid reliability could impact data centers [2].
• Long-Term ROI
  : The $40B investment may take years to generate returns.

1. Changes in Berkshire’s GOOGL stake.
2. Texas data center progress.
3. GOOGL’s AI/cloud revenue growth.

: This analysis is for informational purposes only and does not constitute investment advice.

: Grid reliability issues in Texas may impact Google’s data center operations, potentially affecting GOOGL’s long-term growth prospects.