As Greg Abel succeeds Warren Buffett, Berkshire Hathaway is quietly repositioning for the AI age. Not by chasing software hype, but by embedding itself in energy, infrastructure and operational efficiency — where intelligence meets thermodynamics and capital becomes strategic power.
Industry
Industrial systems and corporate dynamics shaping production, innovation and the structural evolution of the US economy.
As AI collides with the physical limits of energy, land and capital, Wall Street is revaluing the technology not as software but as infrastructure. From BlackRock’s power bets to Berkshire’s pivot, the next phase of AI will be built on megawatts, not models.
The global AI race is often portrayed as a battle of algorithms and data. But as models reach unprecedented scales, the real bottleneck has moved from the cloud to the cleanroom. To understand the future of intelligence, we must look at the atoms and photons that make it possible.
The iPhone has been the undisputed king of the pocket for nearly two decades, fundamentally transforming the way we live and work. Yet as we transition from the maturation of 5G to the first blueprints of 6G, Apple finds itself at a paradoxical crossroads. The hardware is near-perfect, but the pace of innovation is no longer dictated solely in Cupertino—it is increasingly defined in telecom data centers and the architecture of global networks.
