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Warren Buffett prepares to step down as Berkshire Hathaway’s chief executive at the end of the year. Even as he plans his exit from day-to-day leadership, he still approves large portfolio moves that shape Berkshire’s exposure to artificial intelligence and big technology stocks.
Over the past decade, Berkshire has shifted from a portfolio led by banks and consumer names to one anchored by a few large technology positions. More than $75 billion of its roughly $312 billion equity portfolio now sits in Apple, Alphabet, and Amazon, all deeply involved in the AI race.
This exposure adds an AI layer to a track record that already outpaced major U.S. stock indexes for decades. Buffett built that record by favoring durable competitive advantages, strong cash generation, and reasonable valuations.
Apple remains Berkshire’s single largest holding by market value. Buffett originally backed Apple because of its sticky ecosystem, consistent product refresh cycle, and disciplined capital returns. Since 2013, Apple has spent hundreds of billions of dollars on share repurchases, which lifted earnings per share and increased the ownership stake of remaining shareholders.
Apple now rolls out “Apple Intelligence” across iPhones, iPads, and Macs. These AI features upgrade Siri, summarize text, and support creative tasks such as custom emojis. The company hopes these tools will support renewed demand for core hardware after periods of slower unit growth.
Even so, Berkshire has reduced its Apple stake over the past two years and locked in large gains. That decision reflects weaker growth in hardware revenue and a richer valuation than when Berkshire first bought shares in 2016, not a complete loss of confidence in the business.
Amazon offers another AI and cloud angle inside Berkshire’s portfolio. Its US e-commerce platform captures a significant share of online retail, but the key profit engine sits in Amazon Web Services. AWS supplies cloud infrastructure and generative AI tools to companies worldwide and runs at a revenue pace of above $100 billion a year.
Alphabet adds a third major technology pillar. Berkshire initiated its position in the third quarter of 2025, buying tens of millions of Class A shares. The stake now represents a modest percentage of Berkshire’s portfolio but still marks a notable move for a firm that long avoided large commitments to technology.
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Alphabet rests on the strength of Google Search, which still controls the clear majority of global search queries. That grip gives Google valuable ad pricing power and a steady base of high-margin revenue. YouTube adds another important ad channel that benefits from rising digital video consumption.
At the same time, Google Cloud has become a major growth driver. The division recorded revenue growth above 30% year over year as companies upgraded infrastructure to run AI models and data-heavy workloads. Management ties much of that momentum to demand for generative AI and large language models on Google’s cloud platform.
Gemini, Alphabet’s generative AI platform, also starts to play a larger role across the company. The system now supports search, productivity tools, and developer services. Its broader deployment aims to keep users inside Google’s ecosystem and support new paid services over time.
Berkshire Hathaway is not the only large investor increasing AI exposure. Recent regulatory filings show several billionaire-led funds buying Alphabet and NVIDIA stock in the third quarter. Managers such as Stanley Druckenmiller, Izzy Englander, Ken Griffin, George Soros, and David Tepper all added to positions in at least one of these names.
Many of these funds also bought or expanded stakes in Broadcom, Meta Platforms, and Microsoft, which also stand at the center of AI hardware and software development. However, Alphabet and NVIDIA appeared most frequently among the group’s new or enlarged positions.
NVIDIA remains the primary supplier of chips used to train and run many advanced AI models. The company also builds platforms for autonomous driving and supports quantum computing projects. Its rapid product cycle keeps it central to AI data center build-outs.
Overall, these moves show that some of the world’s wealthiest investors see long-term opportunity in AI infrastructure, cloud services, and data-driven advertising. Their portfolios now place Alphabet, NVIDIA, Apple, Amazon, and other large technology firms at the heart of that theme, even as market cycles and valuations continue to shift.
