Warren Buffett's Biggest Artificial Intelligence Bets in 2025: 24.8% of Berkshire Hathaway's $292 Billion Stock Portfolio Is in These 2 AI Stocks

In 2025, legendary investor Warren Buffett's Berkshire Hathaway has allocated a significant portion of its stock portfolio to artificial intelligence (AI) stocks, with two companies accounting for 24.8% of its $292 billion portfolio. These investments reflect Buffett's evolving perspective on the tech sector and the potential of AI to drive long-term growth.



1. Apple Inc. (AAPL) - 23.1% of Berkshire Hathaway's portfolio

Apple, the world's most valuable company, has been a significant holding in Berkshire Hathaway's portfolio for years. Buffett first bought Apple shares in 2016, and the investment has since delivered a total return of over 800%. Apple's dominance in the global market positions it as a central player in AI integration across mobile technology, wearables, and smart homes.

Apple's recent rollout of its Apple Intelligence software platform with its iPhone 16 smartphones is a key selling point for its next-generation mobile devices. This platform leverages AI to enhance user experiences and improve device performance. Additionally, Apple's large and highly engaged mobile hardware user base provides valuable data and a loyal customer base for selling add-on services.



Despite Apple's strong performance and potential in AI, Berkshire Hathaway has been reducing its position in the company since last year. The conglomerate has sold about 605 million shares, reducing its stake by about 70%. This move suggests that Buffett and his team are mindful of current stock valuations and potential economic risks.

2. Amazon.com Inc. (AMZN) - 1.7% of Berkshire Hathaway's portfolio

Buffett's focus on AI investments extends to Amazon, which he first purchased in 2019. Amazon's AI capabilities, particularly through its Amazon Web Services (AWS) segment, have become a critical growth driver for the company. AWS has emerged as the global leader in the cloud infrastructure industry, with a 31% market share.

Amazon's AI strategy is multifaceted, with AI-driven e-commerce, logistics, and cloud services all contributing to its growth. The company's extensive rollout of new AI features has further strengthened its position in the market. Amazon CEO Andy Jassy has highlighted the company's significant long-term opportunities in AI, expecting it to become a multibillion-dollar business.



Buffett's strategic investments in Apple and Amazon reflect a calculated approach to the AI revolution. While he remains cautious about stock valuations and economic uncertainties, his significant stakes in these tech giants demonstrate confidence in their long-term potential in a rapidly evolving technological landscape.

In conclusion, Warren Buffett's Berkshire Hathaway has allocated a substantial portion of its stock portfolio to AI stocks, with Apple and Amazon accounting for 24.8% of its $292 billion portfolio. These investments align with Buffett's long-term focus, competitive advantages, strong business models, and value creation strategies. However, potential risks and challenges, such as market valuations, competition, regulatory concerns, and dependence on key technologies, should be considered when evaluating these holdings.