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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: tecmo   😊 😞
Number: of 21937 
Subject: Re: Chris Bloomstran ,
Date: 08/03/25 10:17 AM
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No. of Recommendations: 2
Will they mail shareholders another $1 Trillion of excess capital they don't need in the next 10 years? The next 7?


As a point of reference, both Google and Microsoft are deploying upwards of $100B in capital for data center capacity in the next 12-18 months.

What is Apple's position going to be?

1. Invest in their own capabilities for AI? (would require significant CapEx)
2. Setup another partnership agreement with a hyper scaler? note: This is what Amazon has done)
3. Buy an AI platform provider? (this could easily cost $500B)

My guess is that they will look at option [2] as it worked well for them in Search (Google Partnership).

tecmo
...
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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