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The case for Berkshire Hathaway (NYSE: BRKA, BRKB) under Greg Abel is simple: a CEO willing to treat artificial intelligence as a genuine growth opportunity could find value that Warren Buffett, in his final years at the helm, could not.
The complication is that Buffett's restraint wasn't a flaw in the system. Abel took the top job at the start of 2026. What's changed is the aperture.
In a recent CNBC interview, he said he has "always had a strong view that energy would be the constraint" on AI development, pointing specifically to the difficulty of building data centers.
That framing cuts across two sectors: companies developing the technology and the energy infrastructure required to run it.
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