Warren Buffett's Berkshire Hathaway first invested in Google in Q3 2025, coincidentally the same time that SemiAnalysis …
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-19
Berkshire Hathaway initiated a Google investment in Q3 2025 — the same quarter SemiAnalysis flagged a sharp rise in Anthropic's TPU purchases — and added to the position in Q1 2026, suggesting institutional investors may be tracking AI infrastructure signals.
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Extraction
Topics: berkshire-hathawaygoogleanthropictpu-investmentai-infrastructure
Claims
- Berkshire Hathaway first invested in Google in Q3 2025.
- SemiAnalysis had simultaneously reported a large increase in Anthropic's TPU purchases during Q3 2025.
- Berkshire added to its Google position in Q1 2026.
- Warren Buffett commented on his own due diligence process in relation to this investment.
Key quotes
Warren Buffett's Berkshire Hathaway first invested in Google in Q3 2025, coincidentally the same time that SemiAnalysis called out a huge increase in TPU purchases from Anthropic.