WOLF(@WOLF_Financial):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

2026.06.01 20:51

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