20.4% of Berkshire Hathaway's $306 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks

Legendary capitalist Warren Buffett took a controlling involvement successful Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) successful 1965. It was a struggling textiles shaper backmost then, and aft deciding the concern was nary longer viable, Buffett turned it into a holding institution for his assorted investments. He served arsenic the CEO of Berkshire until the extremity of 2025, erstwhile helium stepped down and handed the reins to his chosen successor, Greg Abel.

Berkshire banal delivered a compound yearly instrumentality of 19.7% during Buffett's 60-year tenure, which would person been capable to crook an concern of conscionable $500 backmost successful 1965 into implicit $24.2 cardinal astatine the extremity of 2025. The aforesaid concern successful the S&P 500 would person grown to conscionable $210,997 implicit the aforesaid period.

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Berkshire typically invests successful companies with dependable growth, reliable currency flows, and experienced absorption teams, and it aims to clasp them for the agelong word -- which often means decades. As a result, Berkshire's portfolio managers ne'er pursuit the latest banal marketplace trends, not adjacent those arsenic almighty arsenic artificial quality (AI).

That said, respective holdings successful Berkshire's $306 cardinal portfolio of publically traded stocks and securities are utilizing AI to supercharge their businesses. Here are 3 of them.

Amazon (NASDAQ: AMZN) built 1 of the world's largest e-commerce platforms, and it leveraged its occurrence to grow into respective different industries, including unreality computing, streaming, and integer advertising. Amazon is present betting large connected AI to unlock caller opportunities successful each of its concern segments, but the Amazon Web Services (AWS) unreality level holds the astir potential.

AWS operates hundreds of information centers each implicit the world, and it rents the computing capableness to businesses and developers, which they usage to deploy AI software. Each information halfway is fitted with thousands of specialized AI chips from apical suppliers similar Nvidia, but Amazon besides designed its ain chips, including Trainium2, which offers up to 40% amended terms show than competing hardware.

AWS generated a grounds $128.7 cardinal successful gross during 2025, and it ended the twelvemonth with an eye-popping $244 cardinal bid backlog from customers who were waiting for much information halfway infrastructure to travel online.

Berkshire took a tiny presumption successful Amazon successful 2019, which represented little than 1% of the conglomerate's $306 cardinal portfolio. Berkshire really went connected to merchantability 77% of its involvement astatine the extremity of past year, truthful it present has a portfolio weighting of conscionable 0.2%.