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Key Points
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Though Warren Buffett is best known for his stakes in financials and consumer staples, more than 22% of Berkshire Hathaway’s $302 billion portfolio is concentrated in just two AI-driven companies.
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One of these companies operates the largest share repurchase program in the world.
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The other is leveraging generative AI and large language models to supercharge its most profitable business line.
For nearly 60 years, Warren Buffett — the famed “Oracle of Omaha” — has been a beacon of consistency on Wall Street. Through his leadership of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B), Buffett has averaged annual returns nearly double those of the S&P 500, dividends included, since 1965. That’s the kind of track record that inspires legions of investors to follow his every move.
Traditionally, that has meant leaning into sectors Buffett has long understood best: financial services, consumer staples, and industrial giants with wide moats. Yet, even at 95 years old and preparing to retire at year’s end, Buffett is surprising many by betting heavily on artificial intelligence (AI) — a sector he has often admitted is outside his natural comfort zone.
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Why AI?
According to PwC’s Sizing the Prize report, AI could unlock $15.7 trillion in global economic value by 2030. While nearly every large-cap company is dabbling in AI for logistics, marketing, or customer service, Buffett has zeroed in on just two companies whose future growth is directly tied to AI adoption. Together, they represent a staggering $68 billion of Berkshire Hathaway’s invested assets.
1. Apple: $65.3 Billion in Invested Assets
Buffett’s largest AI-related holding is Apple (NASDAQ: AAPL), which makes up more than $65 billion of Berkshire Hathaway’s portfolio.
Apple may not always be thought of as an AI leader, but it has been quietly integrating the technology for more than a decade. Think predictive text, typing suggestions, and Siri, which debuted in 2010. These everyday features are built on AI foundations.
The big leap came in June 2024, when Apple unveiled “Apple Intelligence” at its Worldwide Developers Conference. This umbrella branding now covers Apple’s AI ambitions, including:
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More natural, interactive responses from Siri.
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Intelligent tools for writing, image generation, and communication.
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Enhanced Face ID and health monitoring powered by AI.
Apple Intelligence is positioned as a key driver for reigniting growth in iPhone sales and boosting adoption of the company’s ecosystem of devices and services.
But Buffett’s love for Apple isn’t only about AI. Apple also checks many of his long-standing investment boxes:
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Shareholder rewards: Since 2013, Apple has executed the largest buyback program in history — over $796 billion repurchased — reducing shares outstanding by nearly 44%.
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Brand loyalty: Apple enjoys one of the stickiest consumer bases in the world, with customers often locked into its ecosystem for years.
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Shift to services: Even as hardware sales plateau, Apple’s higher-margin services (subscriptions, App Store, iCloud, Apple Music) are delivering steady revenue growth.
For Buffett, that combination of innovation, loyalty, and shareholder returns makes Apple a cornerstone holding — and AI is only strengthening its case.
2. Amazon: $2.3 Billion in Invested Assets
The second AI stock in Buffett’s portfolio is Amazon (NASDAQ: AMZN), representing about $2.3 billion of Berkshire’s holdings.
Most people know Amazon as the dominant e-commerce retailer. But its most valuable — and profitable — growth engine is Amazon Web Services (AWS), the world’s largest cloud infrastructure platform.
As of Q2 2025, AWS controlled roughly 32% of global cloud infrastructure spending, according to Canalys. AI is now supercharging that dominance. AWS provides its enterprise customers with:
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Generative AI tools for text, image, and code creation.
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Infrastructure to build and train large language models (LLMs).
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Customizable solutions to meet sector-specific business needs.
This AI integration is expected to accelerate AWS’s already impressive growth, building on a $123 billion annual sales run-rate as of June.
And Amazon’s strength doesn’t end there:
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Advertising & subscriptions: With platforms like Prime Video and exclusive NFL/NBA content, Amazon is expanding high-margin revenue streams.
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Massive reach: Between its marketplace and streaming services, Amazon draws billions of visits monthly, supporting strong ad pricing.
For Berkshire, Amazon represents both a retail giant with an unrivaled moat and a cloud leader where AI is foundational to future profitability.
The Big Picture
Together, Apple and Amazon account for over 22% of Berkshire Hathaway’s portfolio and nearly all of its direct exposure to artificial intelligence. That’s roughly $68 billion riding on two companies.
For Buffett, who has built his reputation on patient, value-driven investing, this is a striking show of confidence. Apple provides stability, cash returns, and sticky customers, while Amazon offers innovation, scale, and AI-driven growth through AWS.
Should You Follow Buffett Into Apple or Amazon?
Buffett’s track record speaks for itself, but that doesn’t mean every Berkshire holding is automatically right for you. In fact, the Motley Fool Stock Advisor team recently identified 10 stocks they believe are better buys than Apple right now — opportunities with even greater upside potential in the coming years.
Remember: Buffett himself has always emphasized understanding what you own and why you own it. If you believe in the long-term role of AI in reshaping industries, both Apple and Amazon offer exposure — but they’re hardly the only ways to invest in this trillion-dollar trend.
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