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Buffett's Bold Bet on Alphabet AI | Durham News
Warren Buffett’s betting big on Alphabet, admitting he should’ve jumped in sooner as Berkshire Hathaway’s stake has exploded sevenfold since Q3 2025 — even as Alphabet burns cash to fuel its AI push, spending $205 billion this year and turning free cash flow negative for the first time. Despite the red flags, Buffett sees promise in Google Cloud’s 82% revenue surge and $500B backlog, viewing AI as a long-term transformation. But unlike his Apple confidence, this is a calculated gamble: can Alphabet’s massive cloud demand translate into lasting profits amid the AI spending frenzy? Listen in…
The skinny
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