Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?

There were rumors after the Q1 13F that Greg Abel was pulling the strings on his own. However, Warren Buffett clarified those rumors in his last interview that he initiated the position in Google, and both Greg and he don't do anything the other person disapproves of. So this has to be a joint decision. And it’s not even steady paced buying, it’s aggressive accumulation. The latest 13F shows they almost doubled their Google position from Q1 to Q2. And this was before the Q2 earnings dip. They likely bought more during that dip, and we will find out in their next 13F. Google has quickly grown into their high conviction third largest holding. Chris Hohn and Stanley Druckenmiller are also bullish on Google. Chris sold all his MSFT and Druckenmiller reentered the position. Druckenmiller holds a similar amount of Amazon I think, but Buffett and Chris seem hyper bullish only on Googl and not diversifying Becky asked the similar question to Buffett in CNBC interview but he didn’t elaborate. What makes this move more surprising is that Google has the biggest wall of worry compared to other mega tech hyperscalers like Microsoft & Amazon. Gemini is facing fierce competition in coding, agentic work, and other benchmarks compared to Claude & OpenAI. A series of key personnel have been leaving throughout the year. AI capex is expanding, and margins could get squeezed over the next few quarters as they ramp up infrastructure and compute capacity. AI Overviews are getting popular, but they risk sending fewer clicks to publisher websites that have deals with Google, like Reddit. The stock has chopped YTD even though it’s had strong run ups over the past year. So why are they going all in on Google when it has more risks instead of diversifying and buying the whole hyperscaler space? Microsoft is cash flow positive. Amazon does not have the risk of search cannibalizing ad revenue. Meta is looking to monetize its excess compute, and Ai has accelerated its core ad business. Plus you have Oracle, SoaceX and emerging specialized cloud providers taking share. So why go all in on Google when it has already doubled in 1 year? Edit: Barron's confirmed : "The Alphabet purchases and Bank of America sales likely were orchestrated by chairman Warren Buffett, while the moves in smaller holdings probably were made by Berkshire investment manager Ted Weschler, who handles about $20 billion of Berkshire’s $350 billion-plus equity portfolio."