Warren Buffett's $90B AI Stock Bet: What You Need to Know

Published Date : 15-06-2025 

Warren Buffett, despite his reservations about AI, has invested heavily in nine AI-focused companies. Discover which stocks are part of his portfolio and which one stands out as the best. 

Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, has often admitted that he doesn't fully understand artificial intelligence (AI). However, this hasn't stopped him from making significant investments in companies that are heavily focused on AI. In fact, Buffett has invested approximately $90 billion in nine companies that are leading the way in AI development and deployment. Here’s a closer look at these investments and which one might be the best bet for the future.

Apple (NASDAQ: AAPL) is the largest holding in Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) portfolio, with a stake valued at around $59.3 billion. This investment makes up 21% of Berkshire's total portfolio. Apple has been at the forefront of AI development for years, integrating AI into various aspects of its products and services. However, the company was initially left behind in the generative AI race. It wasn't until the launch of Apple Intelligence in 2024 that Apple began to catch up. Despite this, Apple Intelligence has yet to ignite the iPhone upgrade super-cycle that some analysts had predicted.

Amazon (NASDAQ: AMZN) is another significant AI stock in Berkshire's portfolio, though it represents a much smaller investment compared to Apple. Berkshire owns around $2.1 billion in Amazon shares. Interestingly, Buffett himself didn't make the initial decision to invest in Amazon; one of Berkshire's other investment managers, either Todd Combs or Ted Weschler, made the call. Amazon's cloud service, Amazon Web Services (AWS), is the largest in the world and has been a major beneficiary of the AI boom. As organizations scramble to build and deploy AI models in the cloud, AWS has been a significant winner. Amazon also uses AI extensively internally to enhance efficiency and provide better services to customers.

While Apple and Amazon are the only AI stocks owned directly by Berkshire Hathaway, there are seven more AI-focused companies in Buffett's 

Frequently Asked Questions (FAQS): 

Q: How many AI stocks does Warren Buffett own?

A: Warren Buffett owns investments in nine AI-focused companies, with the majority of these investments being in Apple and Amazon.

Q: What is the value of Buffett's AI investments?

A: Buffett has invested approximately $90 billion in AI-focused companies.

Q: Which AI stock in Buffett's portfolio is the best?

A: Amazon stands out as a strong contender due to its leadership in cloud services through Amazon Web Services (AWS) and extensive internal AI initiatives.

Q: Does Warren Buffett directly manage all of his AI investments?

A: No, while Buffett directly owns Apple and Amazon, the other seven AI stocks are managed by New England Asset Management (NEAM), which is part of Berkshire Hathaway's portfolio.

Q: What is the 'secret portfolio' mentioned in the article?

A: The 'secret portfolio' refers to the investments managed by New England Asset Management (NEAM), which is part of Berkshire Hathaway and includes seven AI-focused stocks. 

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