Warren Buffett's Berkshire Hathaway first invested in Google in Q3 2025, coincidentally the same time that SemiAnalysis called out a huge increase in TPU purchases from Anthropic. In Q1 Berkshire added more to their position. Buffett actually said this about his own diligence into Google's AI Infrastructure supremacy: "I don't buy what I can't understand. So Greg sat me down with the TPU v5p spec. 8,960 chips wired in a 3D torus, every chip talking to six neighbors over ICI links at 4.8 Tbps a pop, wraparound rails so no chip is ever at the end of the line, and optical circuit switches throwing the junctions mid-job to carve out whatever submesh your sharded matmul needs. Add in ring all-reduce running consists in both directions along each torus axis, collective permutes shuffling shards between sidings, and bandwidth-optimal SPMD partitioning across the data, model, and pipeline dimensions. Folks, it's just BNSF. Six neighbors, scheduled consists, a yardmaster throwing switches, trains that never stop. And I've been understanding railroads since 1942." Want to understand the TPU system architecture as deeply as Buffett? Read more here: https://t.co/Xh1ohGxnu3

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