Warren Buffett’s Stock Picks Highlight AI Opportunities
Berkshire Hathaway, led by Warren Buffett, holds key positions in major AI players, including Amazon (NASDAQ: AMZN) and Alphabet (NASDAQ: GOOGL). As of 2025, Alphabet accounts for approximately 1.7% of Berkshire’s total portfolio, while Amazon represents 0.7%. Both stocks could see significant growth, with Alphabet’s stock up around 60% and Amazon’s modestly increasing by 3% this year.
The investment strategies at Berkshire have become more tech-focused, with varied management under Todd Combs and Ted Weschler. This shift has allowed Berkshire to benefit from emerging technologies, particularly in AI, as Alphabet prepares to further monetize its Tensor Processing Units and AWS shows robust growth, constituting 66% of Amazon’s operating income.
