No. of Recommendations: 3
According to Grok
Yes, Berkshire Hathaway Energy (BHE) is actively involved in powering AI data centers and is well-positioned for significant further involvement. 
BHE, a wholly-owned Berkshire Hathaway subsidiary, is one of the largest U.S. utilities, serving over 13 million customers with substantial generation capacity (around 37 GW). It operates in key regions experiencing data center growth, including Iowa (via MidAmerican Energy), Nevada (via NV Energy), and others through subsidiaries like PacifiCorp. 
Key Evidence of Involvement
• Existing Deals and Load Growth: BHE subsidiaries have secured agreements to supply power to major tech players. For example, NV Energy (a BHE subsidiary) has an agreement to power Google’s Nevada data centers, including from geothermal sources. Data centers already represent a notable portion of peak load in service territories (e.g., ~8% in Iowa), with hyperscalers driving strong demand. 
• Greg Abel’s Statements: As BHE chair and Berkshire’s CEO, Greg Abel has highlighted this opportunity at shareholder meetings. He noted that BHE is pursuing power supply for AI/hyperscale data centers, with potential for 50%+ growth in that segment over the next five years. Data center requests could dramatically increase load (potentially 9x by 2030 in some projections if all are accepted). 
• Capital Investment Plans: BHE has outlined major capex, including a ~$32 billion plan focused on grid modernization, renewables, and infrastructure explicitly to support AI data center demand. This includes creative commercial agreements where data center developers often bear much of the expansion costs to protect existing ratepayers. 
• Strategic Positioning: BHE benefits from low-cost, reliable power in attractive regions, making it competitive for hyperscalers. It’s pursuing an “all-of-the-above” approach (renewables, potential nuclear collaborations like with TerraPower, etc.) while emphasizing reliability and contracted demand. 
Outlook
Analysts and reports describe BHE as a “quiet beneficiary” of the AI power boom, with strong upside from surging electricity demand. While challenges exist (e.g., grid constraints, regulatory approvals, and selective project pursuit), BHE’s scale, balance sheet, and proactive stance position it favorably. 
Not every data center project will connect to BHE’s grid (location, transmission, and negotiations matter), but the company is already supplying power and expanding to meet this demand. This represents a major growth driver for BHE within Berkshire Hathaway.
