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Greg Abel: "We do still see [data centers] as a significant opportunity for Berkshire and Berkshire Hathaway Energy." "I've sort of always had a strong view that energy would be the constraint [on data centers] ... and I continue to see that as a big constraint."

Kevin Carpenter

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53,196 görüntüleme • 2 ay önce •via X (Twitter)

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Data centers turn electricity into a strategic input. Cheap, reliable and scalable power could become a meaningful competitive advantage for both operators and regions.

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Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

Berkshire CEO Greg Abel says the data-center buildout is a major opportunity for Berkshire Hathaway Energy, but power will be the bottleneck. “I’ve always had a strong view that energy would be the constraint.” Data centers were ~8% of BHE’s Iowa load last year. Abel says Berkshire will serve hyperscalers only when there’s no rate impact on existing customers, and ideally a net benefit.

WOLF

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“We saw Google as a significant player,” says Berkshire Hathaway CEO Greg Abel on the company’s growing stake in $GOOGL for its AI play. “There's a lot more to Google as to why we like it.”

“We saw Google as a significant player,” says Berkshire Hathaway CEO Greg Abel on the company’s growing stake in $GOOGL for its AI play. “There's a lot more to Google as to why we like it.”

Squawk Box

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ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

ASML CEO on Elon Musk's Data Centers in space and Terafab: "I think you need a certain amount of data centers and they will be in space, they will be on the earth. I think the discussion about data centers in space is to address another potential bottleneck in the ecosystem, which is energy. I think the discussion around putting data center in space is there because if you do that, the energy consumption or the energy availability will be there, about trying to solve another potential big issue, which is energy for data center. I think the Terafab is an example of a major fab project."

DogeDesigner

48,139 görüntüleme • 4 ay önce

Trump on data centers: "I would want as many data centers as I can, because they throw off tremendous amounts of money. The... they don't take any energy, because, you know, the new ones that I approve, they all create their own energy."

Trump on data centers: "I would want as many data centers as I can, because they throw off tremendous amounts of money. The... they don't take any energy, because, you know, the new ones that I approve, they all create their own energy."

Molly Ploofkins

42,665 görüntüleme • 2 ay önce

Berkshire Hathaway CEO Greg Abel: "As long as our intrinsic value exceeds the market value — conservatively determined — we will continue to repurchase [shares]."

Berkshire Hathaway CEO Greg Abel: "As long as our intrinsic value exceeds the market value — conservatively determined — we will continue to repurchase [shares]."

Kevin Carpenter

102,938 görüntüleme • 8 ay önce

We need to embrace innovation, but we have to do it in a way that doesn’t harm North Carolinians. Data centers should bring their own clean power and pay for their own energy, not leave families paying higher electricity bills because of data centers’ energy demands. I’m proud to have eliminated data center tax breaks for energy usage, and now we need to tackle the rest.

We need to embrace innovation, but we have to do it in a way that doesn’t harm North Carolinians. Data centers should bring their own clean power and pay for their own energy, not leave families paying higher electricity bills because of data centers’ energy demands. I’m proud to have eliminated data center tax breaks for energy usage, and now we need to tackle the rest.

Governor Josh Stein

18,760 görüntüleme • 1 ay önce

Radel: What do you think about the president’s comments on data centers, saying anyone who doesn’t want data centers is backwards and poor? Ellzey: I didn’t see that. Radel: Do you think that’s right? Ellzey: I’m not going to comment on something I didn’t see. Radel: Do you support data centers? Ellzey: We have some data centers in our community that have been really good neighbors.

Radel: What do you think about the president’s comments on data centers, saying anyone who doesn’t want data centers is backwards and poor? Ellzey: I didn’t see that. Radel: Do you think that’s right? Ellzey: I’m not going to comment on something I didn’t see. Radel: Do you support data centers? Ellzey: We have some data centers in our community that have been really good neighbors.

Acyn

39,638 görüntüleme • 2 ay önce

🚨 JD VANCE: “You've got to build more power in this country. If you do that, people won't care about the data centers because they'll see data centers as jobs and opportunity — not higher utility bills.”

🚨 JD VANCE: “You've got to build more power in this country. If you do that, people won't care about the data centers because they'll see data centers as jobs and opportunity — not higher utility bills.”

Chief Nerd

143,393 görüntüleme • 4 ay önce

Dylan Patel Dylan Patel of SemiAnalysis considers power as a manageable constraint compared to memory, substrate, and optics: "Power is definitely a big constraint, but one thing that our research sort of shows that I think is counterintuitive to much of the market is that next year there are data center constraints but a lot less than people realize because there are nearly 50GW data centers being built globally. 7-8GW in China, 35GW in the US, and a bunch everywhere else - Australia, India, Malaysia." "All over the world data centers are being built at a tremendous pace." "While power is a huge bottleneck, people can find creative ways around that, whether it be turbines on site, reciprocating engines on site, or fuel cells on site. All of these things are helping alleviate the power bottleneck." "As far as what people most people think, oh data centers and power are the biggest constraint? I think they are constraints but I think they are a lot less than substrates, memory, lasers, and other things in the optics supply chain." Via CASPA on YouTube $META $GEV $MSFT $AMZN $GOOGL $NBIS $CRWV

Dylan Patel Dylan Patel of SemiAnalysis considers power as a manageable constraint compared to memory, substrate, and optics: "Power is definitely a big constraint, but one thing that our research sort of shows that I think is counterintuitive to much of the market is that next year there are data center constraints but a lot less than people realize because there are nearly 50GW data centers being built globally. 7-8GW in China, 35GW in the US, and a bunch everywhere else - Australia, India, Malaysia." "All over the world data centers are being built at a tremendous pace." "While power is a huge bottleneck, people can find creative ways around that, whether it be turbines on site, reciprocating engines on site, or fuel cells on site. All of these things are helping alleviate the power bottleneck." "As far as what people most people think, oh data centers and power are the biggest constraint? I think they are constraints but I think they are a lot less than substrates, memory, lasers, and other things in the optics supply chain." Via CASPA on YouTube $META $GEV $MSFT $AMZN $GOOGL $NBIS $CRWV

P Equity Research 📰

85,488 görüntüleme • 21 gün önce

Both $IREN and Berkshire CEOs are well aware of the political sensitivity of data centers buildout. I believe that Berkshire CEO validated $IREN strategy, unlike its peers, of engaging local communities in the process,

Both $IREN and Berkshire CEOs are well aware of the political sensitivity of data centers buildout. I believe that Berkshire CEO validated $IREN strategy, unlike its peers, of engaging local communities in the process,

The Tech Investor

50,877 görüntüleme • 2 ay önce

Berkshire Hathaway CEO Greg Abel on CNBC this morning: "We see value — the intrinsic value exceeds the current market value — and we started to recommence purchasing [our own shares]."

Berkshire Hathaway CEO Greg Abel on CNBC this morning: "We see value — the intrinsic value exceeds the current market value — and we started to recommence purchasing [our own shares]."

Kevin Carpenter

71,364 görüntüleme • 8 ay önce

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

GOOGLE CEO: DATA CENTERS IN SPACE WILL HARNESS THE SUN’S POWER Sundar laid out a vision straight from science fiction, building Google’s future data centers in orbit to capture near-limitless solar energy: “How do we one day have data centers in space so we can better harness the energy from the sun? That’s a hundred trillion times more energy than what we produce on Earth today. In 2027, we’ll take the first step, sending tiny racks of machines aboard satellites to test them out and start scaling. A decade from now, this will be seen as a normal way to build data centers.” Source: Fox, Sundar Pichai

Mario Nawfal

459,686 görüntüleme • 11 ay önce

Greg Abel says Buffett started buying $GOOGL ~15 months ago In May, Berkshire was offered a large block, and Abel recommended $10B at a 6.5% discount. Buffett agreed. Berkshire boosted its stake 83% in Q2 to ~106M shares. Abel: “We saw Google as a significant player” in AI.

Greg Abel says Buffett started buying $GOOGL ~15 months ago In May, Berkshire was offered a large block, and Abel recommended $10B at a 6.5% discount. Buffett agreed. Berkshire boosted its stake 83% in Q2 to ~106M shares. Abel: “We saw Google as a significant player” in AI.

WOLF

38,562 görüntüleme • 2 ay önce

The renewable energy company Panthalassa says it has a solution to the proliferation of AI data centers, which consume massive amounts of energy and are the cause of increased carbon pollution: sea-based data centers, powered by wave energy. David David Pogue examines what Panthalassa's alternative to land-based data centers may mean.

The renewable energy company Panthalassa says it has a solution to the proliferation of AI data centers, which consume massive amounts of energy and are the cause of increased carbon pollution: sea-based data centers, powered by wave energy. David David Pogue examines what Panthalassa's alternative to land-based data centers may mean.

CBS Sunday Morning 🌞

18,570 görüntüleme • 6 ay önce

Greg Abel reveals he recommended to Warren Buffett that Berkshire take a $10 billion Google block at a 6.5% discount "In late May, I received a call on a Sunday morning to see if we wanted to participate in their upcoming equity offering. Really no terms or amount were set, and I said, well, I'd get back to them right away." "And very much consistent with how we manage Berkshire, but also how we, the governance around it, I called Warren and I said we had a significant opportunity to continue to invest in Google, but with a significant block." "Discussed the size. They hadn't set the size, but recommended that we consider $10 billion. And Warren and I discussed the size, we discussed the size of discount, and I'd recommended 6.5% discount, and we were comfortable with that." "And we went back and highlighted we would be interested in a block on those terms, and then ultimately consummated the transaction."

Greg Abel reveals he recommended to Warren Buffett that Berkshire take a $10 billion Google block at a 6.5% discount "In late May, I received a call on a Sunday morning to see if we wanted to participate in their upcoming equity offering. Really no terms or amount were set, and I said, well, I'd get back to them right away." "And very much consistent with how we manage Berkshire, but also how we, the governance around it, I called Warren and I said we had a significant opportunity to continue to invest in Google, but with a significant block." "Discussed the size. They hadn't set the size, but recommended that we consider $10 billion. And Warren and I discussed the size, we discussed the size of discount, and I'd recommended 6.5% discount, and we were comfortable with that." "And we went back and highlighted we would be interested in a block on those terms, and then ultimately consummated the transaction."

Fireside Alpha

393,706 görüntüleme • 2 ay önce

🚨 President Trump DOUBLES DOWN on his support for AI data centers, but say other Republicans can have their own stance "If I was a mayor or if I was a governor in a state, I would want to have data centers because they bring tremendous income, they're clean, they produce their own energy." "The new ones are producing their own energy. I would want to have data centers."

🚨 President Trump DOUBLES DOWN on his support for AI data centers, but say other Republicans can have their own stance "If I was a mayor or if I was a governor in a state, I would want to have data centers because they bring tremendous income, they're clean, they produce their own energy." "The new ones are producing their own energy. I would want to have data centers."

Nick Sortor

55,068 görüntüleme • 2 ay önce

Greg Abel: "Warren [Buffett] brought this amazing commitment to Berkshire and deep understanding. I want [our shareholders] to know that remains. There's a team — myself included — that are absolutely committed and have a deep understanding of Berkshire."

Greg Abel: "Warren [Buffett] brought this amazing commitment to Berkshire and deep understanding. I want [our shareholders] to know that remains. There's a team — myself included — that are absolutely committed and have a deep understanding of Berkshire."

Kevin Carpenter

21,930 görüntüleme • 6 ay önce

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

🚨Byron Donalds says Floridians should EMBRACE data centers. “You're going to have data centers. We need to embrace that, not run away from that. We have actual land in our state that is still pristine, available to use. We can build up that stuff. I would rather build a data center in one of these deals or probably FOUR data centers.”

Chris Nelson 🏝️🇺🇸

46,891 görüntüleme • 3 ay önce

.Secretary Chris Wright on data centers: "Blue states have 50% higher electricity prices than red states... Places that develop data centers…those are the places that will see electricity prices go down, not up."

.Secretary Chris Wright on data centers: "Blue states have 50% higher electricity prices than red states... Places that develop data centers…those are the places that will see electricity prices go down, not up."

U.S. Department of Energy

30,820 görüntüleme • 3 ay önce