No. of Recommendations: 4
In the recent interview, Greg spoke excitedly about opportunities for Berkshire Hathaway Energy to supply some of the massive amounts of power needed to run data centers.
But as this WSJ article points out, they are also likely to want insurance - at least above what they elect to self-insure. And I seem to recall that Berkshire offers P&C insurance. But I have not found (Gemini has not found) any reference to Berkshire policies on data centers so far. Given their massive cost (tens of billions per location) and the novelty of the risk, it seems like a good match for Berkshire's capabilities.
wsj.com - The next big opportunity in data centers insuring them 