Subject: Re: Brk in big deal with goog.
Berkshire investing in Google is also a play to get upside for a service it provides the AI giant.

During Berkshire’s AGM, Greg Abel talked about how Berkshire Hathaway Energy (BHE) had already been pursuing data centre opportunity for years.

▫️15% of all natural gas in US flows through BHE pipes
▫️that gas and utilities already powering hyperscaler cloud
▫️some of Berkshire’s largest utilities see 8-10% of peak load going to data centres

https://x.com/bearlyai/status/...