Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is no artificial intelligence (AI) stock, but it may be closer to one than most casual observers think. The exact percentage is also very broad. Amid the higher electricity demand driven by AI, one could argue that Berkshire Hathaway Energy is an AI company.
However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Google-parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is the growth name among the two and the largest purchase during the Greg Abel era.
The purchases began under Warren Buffett in the third quarter of 2025, but most of the buying occurred after Abel took over, albeit with Buffett's encouragement. Between its two tickers, the company has bought nearly 106 million shares, increasing its portfolio share from 0% to just under 10% in less than one year.
#berkshire #NVIDIA
However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Google-parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is the growth name among the two and the largest purchase during the Greg Abel era.
The purchases began under Warren Buffett in the third quarter of 2025, but most of the buying occurred after Abel took over, albeit with Buffett's encouragement. Between its two tickers, the company has bought nearly 106 million shares, increasing its portfolio share from 0% to just under 10% in less than one year.
#berkshire #NVIDIA
16 hours ago
