New Delhi, Sept. 2 -- It is no secret that Berkshire Hathaway, under CEO Greg Abel, has been steadily building its position in Alphabet, signalling growing confidence in the Google parent's AI opportunity.

Berkshire Hathaway announced last month that it increased its investment in Alphabet by 83% in the second quarter, making Alphabet, the parent of Google and YouTube, its third-largest stock holding. Berkshire said in a regulatory filing that it owned nearly 106 million Alphabet shares, which are worth about $37.8 billion as of June 30, up from 57.8 million shares three months earlier.

The stake included a $10 billion investment announced in June to help Alphabet expand its AI infrastructure.

Now opening up about the investment strate...