Berkshire Triples Alphabet Stake While Google Enters AI Revolution 7
Berkshire Hathaway's new CEO sold 16 positions while tripling its stake in Alphabet during Q1, significantly boosting Google share exposure. Google’s research indicates a 500,000-qubit machine could break current cryptography by 2032, and CIO Mahn added Alphabet to his “AI Revolution 7” stock basket.
1. Berkshire’s CEO Triples Alphabet Stake
In the first quarter, Berkshire Hathaway’s incoming CEO sold 16 portfolio positions and simultaneously tripled Berkshire’s holding in Alphabet, marking a major strategic pivot toward increased exposure to Google shares.
2. Google’s Quantum Computing Timeline
Google’s quantum research estimates that a 500,000-qubit machine capable of breaking current encryption could be operational by 2032, though some experts project breakthroughs as early as 2030, highlighting long-term cryptographic risks.
3. Alphabet Included in “AI Revolution 7” Basket
Portfolio manager Mahn unveiled his “AI Revolution 7” stock basket—spanning chipmakers, data center firms and power providers—with Alphabet joining Nvidia as the two software giants poised to benefit from the next wave of AI infrastructure investment.