伯克希尔称若条款合适可为AI数据中心超大客户供能

Berkshire Hathaway ( BRK.A ) ( BRK.B ) sees an opportunity to provide energy for AI data center hyperscalers if the terms are right, CEO Greg Abel said Wednesday. "We see it as a significant opportunity for Berkshire," Abel said in an interview on CNBC. He noted that in Iowa last year about 8% of Berkshire Hathaway Energy's load came from data centers. "We're interested in serving these hyperscalers - one, if there was no impact to the rates of our other customers," Abel said. "In fact, we've pretty much taken the approach that there has to be a net benefit to our other customers." Second, the communities have to understand the impact on water, and that has become more manageable through the use of new technologies, he said. And third, "the communities have to be open to having the data center in their community. We very much believe that you have to be a welcome member of the community." While the resistance from communities has increased across the country, "we have not had any specific site rejected to date," Abel said, emphasizing that "our sites would be the energy infrastructure, not the data center."