Berkshire Hathaway is leaning heavily into the future of technology, with nearly 30 percent of its massive 356 billion dollar portfolio now concentrated in just two artificial intelligence giants. While Warren Buffett spent six decades building the conglomerate into a trillion dollar empire focused on steady growth and reliable earnings, his successor Greg Abel appears to be accelerating the firm’s bet on the AI revolution. Under Abel’s leadership, the company has significantly expanded its holdings in Alphabet, effectively quadrupling its stake in the parent company of Google since the start of 2026.
Alphabet currently makes up about 10.2 percent of Berkshire’s portfolio, valued at approximately 36.6 billion dollars. Despite early fears that generative AI might disrupt Google Search, the company has successfully integrated AI Overviews and a popular chatbot mode to actually increase user engagement and ad revenue. Beyond search, Google Cloud is experiencing explosive growth as businesses scramble for the computing power needed to develop their own AI software, leading to a staggering 514 billion dollar order backlog as of mid 2026.
Even larger is Berkshire’s position in Apple, which accounts for 19.5 percent of the total portfolio. Although Buffett and his team trimmed a huge portion of their Apple holdings by late 2025 to lock in profits and manage risk, it remains the conglomerate’s single largest investment. Rather than building vast data centers, Apple is focusing on bringing AI directly to the consumer through Apple Intelligence, integrating smart tools into iPhones and Macs to enhance everything from email summaries to Siri’s capabilities.
By leveraging its proprietary hardware and a global install base of over 2.5 billion active devices, Apple is positioned as one of the world’s primary distributors of AI software without needing to spend as aggressively on infrastructure as its competitors. Together with Alphabet, these two tech titans represent a strategic pivot toward high growth innovation while maintaining the disciplined approach that defined the Buffett era. As both companies continue to monetize AI across search engines and handheld devices, Berkshire Hathaway stands to gain immensely from this digital transformation.