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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."

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Kevin Carpenter

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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.
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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.

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.”
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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.”

Squawk Box

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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."
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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 Aufrufe • vor 5 Tagen

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."
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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."

DogeDesigner

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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.
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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 Aufrufe • vor 13 Tagen

🚨 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.”
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🚨 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

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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,
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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

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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]."
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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

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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
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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

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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.
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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

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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.
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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 🌞

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🚨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.”
0:27

🚨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 🏝️🇺🇸

31,664 Aufrufe • vor 1 Monat

🚨 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."
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🚨 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

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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."
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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

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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."
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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 Aufrufe • vor 4 Monaten

🚨 NOW: VP JD Vance says data centers are NOT controversial as long as they produce their own energy "You should be putting power BACK into the grid — not taking it out. If that happens, data centers are not that controversial." "Build the power plants WITH the data centers. Probably 99% of the backlash to data centers came from areas where building it means higher utility and electricity for the people on the ground." "These companies should take advantage of federal deregulatory efforts we've undertaken." JD and Trump are 100% correct!
0:38

🚨 NOW: VP JD Vance says data centers are NOT controversial as long as they produce their own energy "You should be putting power BACK into the grid — not taking it out. If that happens, data centers are not that controversial." "Build the power plants WITH the data centers. Probably 99% of the backlash to data centers came from areas where building it means higher utility and electricity for the people on the ground." "These companies should take advantage of federal deregulatory efforts we've undertaken." JD and Trump are 100% correct!

Eric Daugherty

81,867 Aufrufe • vor 14 Tagen

The end of an era at Berkshire Hathaway: "At year-end, Greg would be the CEO of Berkshire. I would still hang around and could conceivably be useful in a few cases. But the final word would be Greg’s...Greg doesn’t know anything about this until what he’s hearing right now."
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The end of an era at Berkshire Hathaway: "At year-end, Greg would be the CEO of Berkshire. I would still hang around and could conceivably be useful in a few cases. But the final word would be Greg’s...Greg doesn’t know anything about this until what he’s hearing right now."

The Transcript

926,758 Aufrufe • vor 1 Jahr

President Trump says towns that reject data centers want to stay “backwards and poor.” Dems and Republicans seem to be thinking the same thing: If AI data centers are as good as he says they are, can we put one outside of Mar-a-Lago?
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President Trump says towns that reject data centers want to stay “backwards and poor.” Dems and Republicans seem to be thinking the same thing: If AI data centers are as good as he says they are, can we put one outside of Mar-a-Lago?

Ashley Brasfield

37,241 Aufrufe • vor 13 Tagen

Warren Buffett: “I would rather be 100X too cautious than 1% too incautious, and that will continue as long as I'm around…” Munger: “If we had used the leverage that a lot of successful operators did, Berkshire would be a lot bigger, but we would have been sweating at night.”
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Warren Buffett: “I would rather be 100X too cautious than 1% too incautious, and that will continue as long as I'm around…” Munger: “If we had used the leverage that a lot of successful operators did, Berkshire would be a lot bigger, but we would have been sweating at night.”

Investment Wisdom

37,683 Aufrufe • vor 4 Monaten