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.
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.
For decades, financial leadership was defined by discipline, analytical rigor and a deep understanding of markets. Icons like Warren Buffett epitomized this model — a patient, methodical and data-driven approach to investing that prioritized stability and long-term value. But the world is changing and so too must the definition of leadership in finance.
