The Motley Fool
02 Aug 2026, 14:21 UTC · 1h ago
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Berkshire Hathaway has established a $30 billion investment position in Alphabet. — A massive bet by Warren Buffett, traditionally a tech-skeptic, serves as a strong institutional validation of Alphabet's long-term value.
+0.80Google Cloud revenue grew 82% year-over-year last quarter, reaching $24 billion with $8.8 billion in operating income. — This demonstrates rapid scaling and high profitability in the critical AI infrastructure and cloud sector.
+0.60Alphabet's Google Services revenue grew 15% year-over-year to $94.5 billion, despite competition from AI services like ChatGPT. — This suggests the core search business remains resilient and continues to grow despite disruptive technological threats.
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Gemini, Alphabet's AI competitor to ChatGPT, reached 950 million monthly active users last quarter. — High user adoption indicates the company is successfully competing in the generative AI race.
+0.30Which stocks this story touches
Significant $30 billion investment from Berkshire Hathaway and strong growth in Google Cloud and AI services.
Significant $30 billion investment from Berkshire Hathaway and strong growth in Google Cloud and AI services.
Successfully initiating a massive strategic position in Alphabet to capture AI and search growth.
Mentioned only as a historical example of Buffett's investment strategy.
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