Berkshire Deepens Technology and Japan Exposure as Abel Maps the Next Investment Era

Omaha, 2 September 2026 – Berkshire Hathaway chief executive Greg Abel is presenting a broader investment agenda that combines long-duration holdings in Japan, a larger commitment to Alphabet and the energy demands created by artificial intelligence. The direction suggests continuity with the conglomerate’s disciplined capital allocation culture while acknowledging that technology and infrastructure are reshaping the opportunity set available to one of the world’s largest investors.

Alphabet has become Berkshire’s third-largest publicly traded common-stock holding after an additional investment of about US$10 billion. The group held nearly 106 million shares worth approximately US$37.8 billion at the end of June. For investors accustomed to Berkshire’s traditional emphasis on insurance, railroads, utilities and consumer franchises, the position illustrates how durable cash generation and competitive advantages can bring a technology company within its value-oriented framework.