aismartmoney

BRK.ABerkshire Hathaway Class A

0Bull0Bear1Mention
$664967$693736$722506$751275$78004503/2704/2005/1206/0306/25
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention

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    I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout. - $40B ATM, $30B offerings, Berkshire $10B Upstream ecosystem from $LITE to $AVGO to Mediatek to $TSM to $MU should go brrr. Not sure if the Google holders are though, given this massive capex scale isn’t as funded by FCF.