From Barron’s: 2025-05-03 13:19:00

Warren Buffett, CEO of Berkshire Hathaway, noted the increasing capital intensity of tech companies due to significant investments in artificial intelligence development and infrastructure. He previously highlighted the lack of need for capital as an advantage for tech firms, but now recognizes this shift in the industry. Buffett emphasized the rising capital intensity among tech giants.



Read more at Barron’s: Need for Capital Among ‘Mag 7’ Is Going Up