Warren Buffett Invests 25% of His $315 Billion Portfolio in 2 Artificial Intelligence (AI) Stocks

Warren Buffett, the legendary investor and CEO of Berkshire Hathaway, has famously remained skeptical of many high-flying technology trends. However, a recent analysis of Berkshire's massive $315 billion public equity portfolio reveals a surprising fact: approximately 25% of the fund is invested in just two stocks that are now considered central to the Artificial Intelligence (AI) revolution.

This significant allocation is not the result of a newfound strategy to chase AI hype. Instead, it reflects Buffett's long-standing investment philosophy of buying dominant consumer-focused companies, which are now leveraging AI to extend their market leadership.

The two "AI stocks" in question are Apple (AAPL) and Amazon (AMZN).

1. Apple (24.3% of Portfolio)
Apple is, by an overwhelming margin, Berkshire Hathaway's largest single holding. While Buffett has often praised the company as a "consumer goods" giant rather than a tech company, Apple's deep integration of AI is becoming a core part of its value proposition.

Buffett's love for the stock stems from the unparalleled loyalty of its user base and the power of its interconnected ecosystem of iPhones, laptops, and services. For Apple, AI is not just a feature but a critical component of that ecosystem, powering everything from on-device processing in new iPhones to the "Apple Intelligence" software platform.

Market analysts note that even if Apple's AI features seem behind competitors, the company's edge lies in its ability to seamlessly integrate AI into the devices millions of people already use, solidifying its hold on its vast customer base.

2. Amazon (0.7% of Portfolio)


Amazon represents a much smaller fraction of Berkshire's portfolio, at just 0.7%, but its importance in the AI landscape is undeniable. When combined with the massive Apple stake, the two positions bring Berkshire's total AI-related investment to roughly 25% of its portfolio.


While Buffett was likely drawn to Amazon's e-commerce dominance, the company's AI business is now a primary growth engine. This business runs almost entirely on Amazon Web Services (AWS), its world-leading cloud services segment.

AWS is at the epicenter of the AI boom, offering a massive platform for developers to build and train their own large language models. Through its "Bedrock" program, AWS provides access to a wide varietyT of AI models, and it is investing heavily in its own custom AI chips to compete on price and performance. Amazon CEO Andy Jassy has stated that AI is "just getting started" and will impact "every single area" of the company's work, with the AWS AI business already on a run rate of more than $100 billion.