Berkshire Hathaway’s Growth and AI Strategy Under Warren Buffett
Warren Buffett’s investment acumen has transformed Berkshire Hathaway (NYSE: BRKA; NYSE: BRKB) into a $1 trillion conglomerate since he acquired a controlling stake in a struggling textiles manufacturer in 1965. As of the end of Buffett’s tenure as CEO in 2025, the company’s stock portfolio was valued at $350 billion, and it held over $350 billion in cash. An investor who invested $1,000 in 1965 would have seen it grow to approximately $48 million, reflecting a compound annual return of 19.7% compared to $399,702 for the S&P 500 during the same period.
Berkshire’s new CEO, Greg Abel, has notably increased his investment in companies leveraging artificial intelligence, which now account for 41.7% of Berkshire’s entire stock portfolio. These holdings include Coca-Cola (9.8% of the portfolio), which utilizes AI for marketing and supply chain efficiencies, Alphabet (10.2%), actively innovating its search services with AI, and Apple (21.7%), which boasts over 2.5 billion devices with AI capabilities. Abel’s focus points to Berkshire’s evolving strategy to harness AI in enhancing operational performance.
5 Stocks Our Experts Predict Could Double In the Next Year
By submitting your email, you'll also get a free pivot & flow membership. A free daily market overview. You can unsubscribe at any time.
