Acquiring Google

On November 14th, Berkshire Hathaway bought a $5.1 BILLION stake in Google (Alphabet).

Why it matters:

Thirteen days before the filing, Google launched Ironwood, a chip that does what Nvidia GPUs do… at 1/5 the cost. Six days later, Google released Gemini 3, the most advanced AI model on Earth, trained without a single Nvidia chip.

https://img.leopedia.io/DQmdprKcvgjLB9TfAd57tn9Bi4ck8enWLDX1re2NTX8vtmp/IMG_4754.webp

The math that changes everything:

Every AI company except Google pays $3–4B to train frontier models.Google pays just $600–750M with Ironwood TPUs.
OpenAI, Microsoft, Anthropic, Meta … all paying 400% more for the same computational power.Google owns the factory. Everyone else rents it. Nvidia built a $3.5 TRILLION empire. That monopoly is over. Anthropic already ordered 1M Google TPUs. OpenAI rumors are circulating.

The migration has started.
Buffett’s signal:

The man who said he “missed Google” in 2004 just bought it in 2025.Alphabet now controls the cheapest supercomputer infrastructure on Earth.Buffett doesn’t buy potential. He buys inevitability.The takeaway:If Google Cloud grows >45%, Nvidia’s pricing power collapses.

TPU costs 75–80% below GPU equivalents → AI labs will switch fast.
Gemini keeps improving → model wars might already be over.

Fact: Whoever owns the chips owns the future. Google owns the chips. Buffett owns Google. And people are still glued to Nvidia drama!

Sincerely,

Pele23

Posted Using INLEO