How much is Berkshire Hathaway investing in Alphabet?

Berkshire announced a $10 billion（約1.6兆円） private placement into Alphabet on June 1, bringing its total position to nearly $41 billion（約6.6兆円）. As of March 31, Berkshire owned 68,462,015 Class A shares and 17,944,778 Class C shares of Alphabet.

Why is Berkshire bullish on Alphabet?

Berkshire believes Alphabet will earn satisfactory returns on its planned $180 billion（約29兆円） to $190 billion（約30兆円） in capital expenditures in 2026. Alphabet is positioned across multiple layers of the AI industry—chips, cloud computing, model development, advertising tools, and user-facing apps—allowing it to monetize all capital outlays.

Is Alphabet's valuation expensive compared to the broader market?

No. Over the past 12 months, Alphabet's average price-to-earnings ratio is 26.6, compared with the S&P 500's current 25× multiple, so Alphabet's slight premium is easily justified according to the article.

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Berkshire Hathaway builds $41 billion（約6.6兆円） Alphabet stake, signaling AI bet

Yahoo Finance AI12h ago4 min read

Key takeaway

Berkshire Hathaway has built a $41 billion（約6.6兆円） stake in Alphabet, making it a bigger position than Coca-Cola, after announcing a $10 billion（約1.6兆円） private placement on June 1. The move represents a notable shift for Berkshire, signaling confidence in Alphabet's ability to generate returns from its massive planned AI capital expenditures of $180 billion（約29兆円） to $190 billion（約30兆円） in 2026. For business investors, this signals that a major long-term holder sees Alphabet's competitive moat in search and cloud computing as well-positioned to monetize AI spending across chips, advertising, and model development.

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3 Key Points

What happened
Berkshire Hathaway announced a $10 billion（約1.6兆円） private placement into Alphabet on June 1, bringing its total position to nearly $41 billion（約6.6兆円）—now larger than its Coca-Cola holding. The conglomerate owns 68,462,015 Class A shares and 17,944,778 Class C shares of Alphabet as of March 31.
Why it matters
The move marks a striking pivot for Berkshire, which has historically avoided large technology bets beyond Apple. By deploying $41 billion（約6.6兆円） into Alphabet, Berkshire is signaling confidence in the company's ability to earn returns on its planned $180 billion（約29兆円） to $190 billion（約30兆円） in capital expenditures in 2026 across AI infrastructure, chips, cloud computing, and advertising tools. For investors, it suggests a major institutional player sees durable value in Alphabet's competitive position and AI opportunities.
What to watch
Alphabet's valuation trades at a price-to-earnings ratio of 26.6 over the past 12 months—only slightly above the S&P 500's current 25× multiple—suggesting the market has not yet priced in the full upside of its AI investments. Management expects capital spending to "significantly increase" beyond 2026.

FAQ

How much is Berkshire Hathaway investing in Alphabet?: Berkshire announced a $10 billion（約1.6兆円） private placement into Alphabet on June 1, bringing its total position to nearly $41 billion（約6.6兆円）. As of March 31, Berkshire owned 68,462,015 Class A shares and 17,944,778 Class C shares of Alphabet.
Why is Berkshire bullish on Alphabet?: Berkshire believes Alphabet will earn satisfactory returns on its planned $180 billion（約29兆円） to $190 billion（約30兆円） in capital expenditures in 2026. Alphabet is positioned across multiple layers of the AI industry—chips, cloud computing, model development, advertising tools, and user-facing apps—allowing it to monetize all capital outlays.
Is Alphabet's valuation expensive compared to the broader market?: No. Over the past 12 months, Alphabet's average price-to-earnings ratio is 26.6, compared with the S&P 500's current 25× multiple, so Alphabet's slight premium is easily justified according to the article.

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