I noticed something interesting in the latest AI news involving Berkshire Hathaway. Greg Abel, who will soon take the helm from Buffett, has just clarified the company's stance on artificial intelligence, and frankly, I like the approach.

While the rest of the market is in a frenzy over AI, they are going against the grain. Abel explained that they will adopt AI only where it creates real value, no hype for hype's sake. It's the kind of pragmatism you'd expect from Buffett, even if it comes from Abel.

Specifically, they are already using AI in their subsidiaries. BNSF leverages it to improve operational efficiency, while in the insurance sector, they are using it to detect fraud. Small targeted applications, but effective. This is the kind of AI news that really matters, not generic announcements.

What struck me the most is the potential they see in Berkshire Hathaway Energy regarding data centers. They project a 50% expansion over the next five years, driven by the demand for AI infrastructure. It's a concrete opportunity hidden behind the AI boom narrative.

So, while everyone is talking about AI, Berkshire is quietly building the infrastructure and services that will support this technology. It's a reminder that often the best AI news doesn't come from those who shout the loudest, but from those who truly know where to put their money.