Quick overview

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Although Warren Buffett avoided technology stocks for years, the sector’s rapid growth has left Berkshire Hathaway with significant indirect exposure to artificial intelligence.

Buffett’s retirement as CEO of Berkshire Hathaway at the end of 2025 marked the close of a historic era on Wall Street. The challenge now falls to Greg Abel, who inherits not only leadership of the conglomerate but also a portfolio deeply influenced by AI-driven trends.

After nearly six decades at the helm, Buffett leaves behind a legacy of more than 6,000,000% cumulative returns in Class A shares, cementing his status as one of the most successful investors of all time.

Despite his long-standing reluctance toward tech, the sector’s expansion ultimately positioned Berkshire with substantial indirect exposure to AI.

Berkshire’s AI-driven exposure

The company’s total equity portfolio currently stands at დაახლოებით $313 billion, with roughly $64 billion concentrated in three tech giants: Apple, Alphabet, and Amazon.

The largest bet is on Apple, with about $57.9 billion invested, making it Berkshire’s top holding. Historically viewed by Buffett as a consumer company, its future is increasingly tied to artificial intelligence.

In 2024, Apple launched “Apple Intelligence,” integrating generative AI capabilities into its devices, from automated image editing to more advanced virtual assistants. Under the leadership of Tim Cook, the company is also expanding its subscription-based services, which offer higher margins and more stable revenue streams.

A tech-heavy podium

In second place is Alphabet, with a stake of approximately $5.5 billion, following an initial $4.3 billion investment in 2025. While the company dominates online search, the focus has shifted toward Google Cloud, its cloud computing division, which posted 48% year-over-year growth in a recent quarter.

This segment, driven by AI solutions and large language models, delivers higher margins than traditional advertising. The company has also repurchased $346 billion in shares since 2016, enhancing shareholder value.

Finally, Amazon represents a smaller position, at $490 million, after a significant reduction carried out by Buffett prior to his retirement.

Taken together, these figures show that—even without an initial intention—Buffett has left his successor with a portfolio aligned with one of the most transformative trends in the market. The key question now is whether Abel will maintain this exposure to artificial intelligence or pivot toward new opportunities, as technology continues to reshape the future of investing.