Overview
- Over two days this week Berkshire agreed to buy homebuilder Taylor Morrison for roughly $8 billion including assumed debt and to commit about $10 billion to Alphabet shares, totaling roughly $16.8–18 billion in new commitments.
- The Alphabet investment is tied to the company’s AI infrastructure funding and follows earlier additions to that position, marking a clear, tech‑forward bet by Berkshire.
- The Taylor Morrison deal complements Berkshire’s existing housing assets such as Clayton Homes and could help form a larger new‑home platform for the company.
- Warren Buffett publicly praised Greg Abel’s speed and execution on the transactions, saying Abel has 'launched' as CEO and completed the Taylor Morrison deal faster and smoother than he could have.
- Berkshire still holds about $397.4 billion in cash as of March 31, 2026, so analysts say the recent deployments are small relative to the hoard but could presage a steady cadence of larger investments that would matter more to returns and shareholders.