Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)
Google is selling $10 billion of equity to Berkshire Hathaway, signaling rising capital intensity around AI compute demand.
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<p><a href="https://www.techmeme.com/260602/p65#a260602p65" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Ben Thompson / <a href="https://stratechery.com/">Stratechery</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://stratechery.com/2026/the-google-capital-company/">Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute</a></b></span> — What does the most beautiful business model of all time look like? — First, imagine that your supply is free.</p>
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