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Berkshire Hathaway added Alphabet to its portfolio in late 2025, citing dominant search distribution, Android/Chrome ownership, and proprietary TPU chips that lower AI compute costs and sustain high …
Alphabet's Google and Blackstone form AI cloud venture with $5B initial equity investment to deploy 500MW data centre capacity by 2027, offering TPU access via compute-as-a-service model.
Alphabet’s AI chips, valued at $900 billion, could capture 20% of the AI market. The stock surged 30% in Q4 and 5% after Gemini 3 launch, supported by a major TPU deal with Anthropic boosting revenue…