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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: AdrianC   😊 😞
Number: of 20395 
Subject: Re: Data centers?
Date: 05/01/26 7:39 AM
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“ Berkshire already provides electricity to data centers, such as the 64 data centers in the so-called "data center Haven" in Iowa served by MidAmerican. The renewables electric plants are granted an 11% ROE. Data centers themselves generate up to 30% ROE.”

Too speculative a business for Berkshire. Remember the huge fiber build out in the dotcom era? Level 3 started by Buffett’s buddy and based in Omaha, and Berkshire didn’t jump in, thankfully. I think they’d see this the same way. No way to know who the winners will be, if any. The tech might go obsolete quickly, or be surplus to requirements.
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