JUST IN: BERKSHIRE HATHAWAY IS INVESTING $10B IN GOOGLE
Google $GOOGL just announced an $80B equity raise to fund AI infrastructure. Berkshire has been quietly building this position since Q3 2025.
Here's the full breakdown:
• $30B: Underwritten public offerings (stock + mandatory convertible preferred)
• $40B: At-the-market program, starting Q3 2026
• $10B: Berkshire Hathaway private placement
Use of proceeds: AI compute and infrastructure build-out
Q1 2026 backdrop:
• Revenue: $110B (+22% YoY)
• Google Cloud: +63% YoY, backlog $460B+
• 2026 capex plan: $180B-$190B
Underwriters: Goldman Sachs, JPMorgan, Morgan Stanley