WS #14191

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Berkshire Hathaway increased its Alphabet stake by 83% in Q2, becoming its third-largest holding, signaling confidence in GOOGL. Nvidia reduced its data-center guarantee to OpenAI to less than $120B, potentially signaling softer AI infrastructure demand.

Berkshire Hathaway Increases Alphabet Stake

Berkshire Hathaway increased its Alphabet stake by 83% in Q2, becoming its third-largest holding, signaling confidence in GOOGL.

Nvidia reduced its data-center guarantee to OpenAI to less than $120B, potentially signaling softer AI infrastructure demand.

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