Warren Buffett's Berkshire Hathaway has significantly expanded its stake in Alphabet, making the tech giant one of its largest investments. Berkshire initially bought 17.86 million shares in the third quarter of 2025, and Greg Abel, Buffett's successor, added 36.4 million shares in early 2026. Berkshire also committed $10 billion through a private placement to support Alphabet's AI infrastructure expansion. Alphabet reported strong recent results with $119.79 billion in revenue and 24% year-over-year growth, and its shares are up 42% over the past 12 months with a market cap exceeding $4 trillion.
Key Takeaways
- Berkshire Hathaway has built a major Alphabet position, adding 36.4 million shares under Greg Abel and committing $10 billion for AI infrastructure
- Alphabet reported $119.79 billion in revenue with 24% year-over-year growth and Google Cloud accelerating to 82% growth
- Alphabet's market cap exceeds $4 trillion, with shares up 42% over the past 12 months
- Google Cloud is the third-largest cloud computing platform behind Amazon Web Services and Microsoft Azure
- Anthropic launched 10 free AI courses on Coursera covering coding agents, small-business operations, and creative work
- Former Plaud executive Peter Mo raised $26 million for Ambi, an AI app for iPhone, Mac, and Apple Watch that takes meeting notes
- The UK AI Security Institute warns that pre-release testing alone is no longer sufficient for ensuring AI safety
- Canada's Caseway rejects U.S. government AI work due to trade tensions and political pressure
- Mato uses AI agents to interview real human guests for podcasts, with customers retaining final editorial approval
- China issued new guidelines linking tech innovation to economic growth through its AI Plus initiative
Warren Buffett's Berkshire Heavily Invests in Alphabet AI Stock
Warren Buffett's Berkshire Hathaway first bought 17.86 million shares of Alphabet in the third quarter of 2025. His successor Greg Abel added 36.4 million shares in early 2026 and committed $10 billion to help fund Alphabet's AI infrastructure. Alphabet is now one of Berkshire's largest investments. The company reported strong growth with $119.79 billion in revenue and 24% year-over-year growth in its latest quarter.
Why Alphabet Remains a Top AI Investment Pick
Alphabet dominates internet search, Chrome, and YouTube, giving it a strong advertising business. Its Gemini AI models are being integrated into Search and Workspace. Google Cloud is the third-largest cloud computing company behind Amazon Web Services and Microsoft Azure. Alphabet also designs its own Tensor Processing Units and is developing autonomous driving technology through its Waymo subsidiary.
Alphabet Stock a Smart Buy for Long-Term AI Investors
Alphabet combines a dominant internet business with multiple opportunities to profit from artificial intelligence. Its shares are up 11% this year and 42% over the past 12 months. The company has a market cap exceeding $4 trillion. CEO Sundar Pichai reported strong quarterly results with revenues growing 24% and Google Cloud revenue accelerating to 82% growth. Alphabet's durable competitive advantages make it a strong long-term investment.
Berkshire Hathaway Doubles Down on Alphabet AI Bet
Berkshire Hathaway initially bought 17.86 million shares of Alphabet in the third quarter of 2025. Greg Abel, Buffett's successor, purchased an additional 36.4 million shares in the first quarter of 2026. Berkshire then committed another $10 billion through a private placement to support Alphabet's AI infrastructure expansion. Berkshire increased its position again in the second quarter, making Alphabet one of its largest investments.
China Links Tech Innovation to New Economic Growth Plan
China's Communist Party leadership and State Council issued guidelines on developing new quality productive forces last Friday. The plan pledges to accelerate scientific and technological innovation and make breakthroughs in key core technologies. It calls for full implementation of the AI Plus initiative to transform traditional industries. The guidelines also address governance in areas such as AI, biotechnology, and antitrust enforcement.
UK AI Security Institute says pre-release testing is no longer enough
The UK AI Security Institute warned that testing AI models before release is no longer sufficient. Recent incidents showed that poor controls can cause real harm even before a model goes public. The institute said current evaluation methods cannot guarantee that autonomous AI agents will act as intended. It wants to work with others on stronger voluntary oversight throughout development.
Anthropic offers 10 free AI courses on Coursera
Anthropic launched 10 free AI courses on Coursera. The courses cover classroom materials, coding agents, small-business operations and creative work. Additional courses are planned each month. The program also includes training for teachers.
OpenAI may partner with AI video startup for Sora model
OpenAI is in talks with an AI video startup co-founded by a Hollywood mogul about a possible partnership for its Sora video model. The startup wants access to Sora to sell software and services. It is unclear whether the startup would receive Sora's model weights. If the deal moves forward, the startup could substantially customize the model.
Former Plaud exec raises $26M for background-listening AI app
Former Plaud executive Peter Mo raised $26 million for his AI company Ambi. The funding was led by Luminous Ventures and Original Design Manufacturer Huaqin. Ambi is releasing apps for iPhones, Macs and Apple Watch that can take meeting notes and capture context throughout the day. The company also plans to launch its own hardware device with a screen, speaker, camera and microphones.
Open AI sales reports shake investor sentiment in U.S. stocks
Reports of open AI sales on the 8th of last week shook investor sentiment in AI-related U.S. stocks. Concerns about AI company sales and possible interest rate hikes emerged as new challenges for capital markets. The Federal Reserve left the door open for further tightening to keep prices stable. This week, Goldman Sachs results, September CPI, PPI and retail sales data will be released.
Agentic AI Takes Action Raising New Security Concerns
Agentic AI can act on its own without human help, which is different from generative AI that only creates content. This independence may introduce new risks like data breaches or system crashes if the system is compromised. Organizations need to prepare their security infrastructure for these emerging threats. The article explores how to handle these security challenges.
How to Fix Your AI System When It Breaks
AI systems need regular maintenance and check-ins, unlike traditional software that you can set and forget. Some failures are easy to spot and fix, but the harder problem is when the AI runs correctly yet produces worse results. Models and functionality change almost daily, so a prompt that worked well last month may fail today. The article discusses ways to monitor and address these breakdowns.
Canadian AI Firm Caseway Rejects U.S. Government Work
Ottawa-based Caseway, which builds AI tools for legal and defence work, is turning away from U.S. government opportunities due to trade tensions. CEO Al Vigier cited U.S. President Donald Trump's comments about Canada becoming the 51st state as a key factor. The company is now focusing on Canadian defence and seeking opportunities in Europe and Taiwan. Experts say Canada must reduce its reliance on U.S. infrastructure for sensitive data and government operations.
Mato Uses AI Agents to Interview Real People for Podcasts
Mato is a Los Angeles media technology company founded in 2024 that uses AI agents to interview real human guests for podcasts and audio content. The AI host prepares for the subject, conducts unscripted interviews, and asks follow-up questions in real time. The company has received an ElevenLabs grant, AWS Activate credits, and is part of NVIDIA Inception. Customers retain final editorial approval over all content, and the recorded human conversation remains the source of truth.
Sources
- Warren Buffett Bought This Magnificent Artificial Intelligence (AI) Stock a Year Ago. Here's Why It's Still a Buy Today.
- Warren Buffett Bought This Magnificent Artificial Intelligence (AI) Stock a Year Ago. Here's Why It's Still a Buy Today.
- Warren Buffett Bought This Magnificent Artificial Intelligence (AI) Stock a Year Ago. Here's Why It's Still a Buy Today.
- Warren Buffett Bought This Magnificent Artificial Intelligence (AI) Stock a Year Ago. Here's Why It's Still a Buy Today.
- China ties tech innovation, industrial upgrade to new growth drive | MLex | Specialist news and analysis on legal risk and regulation
- Testing AI models before release no longer enough, UK AI Security Institute warns | MLex | Specialist news and analysis on legal risk and regulation
- Anthropic brings 10 free AI courses to Coursera, including training for teachers
- OpenAI’s Video Model Sora Could Get a Second Act
- Former Plaud exec raises $26M for AI app that listens to you in the background
- On the 8th of last week, reports of open AI sales shook investor sentiment in AI-related stocks in t..
- Agentic AI Is Here. Is Your Security Infrastructure Ready For It?
- When your AI system breaks—and what to do about it
- Canadian AI company turns away from U.S. government work amid trade tensions
- Mato’s AI Talent Interviews Humans
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