Right. So, Berkshire Hathaway. It’s a bit like that slightly eccentric aunt’s attic – crammed with things you don’t quite understand, but which, apparently, are Very Valuable. Warren Buffett built it from a textile mill (textiles! Honestly, who even wears textiles anymore?) into this investment behemoth. He handed the reins over to Greg Abel – a sensible choice, I suppose. Sensible isn’t always exciting, but then again, neither is bankruptcy.
The numbers are frankly astonishing. A mere $500 in 1965 would now be… well, enough to buy a small island, probably. Or at least a very nice garden shed. The S&P 500 did okay, I suppose, but not island okay. It’s all a bit intimidating, really. Makes my own portfolio look like a collection of impulse purchases from a charity shop.
Berkshire doesn’t do trends. They prefer companies that are… solid. Reliable. The sort of businesses that would still be chugging along after a zombie apocalypse. Which is sensible, in a way. But even sensible investors can’t ignore the elephant in the room – or, in this case, the algorithm in the cloud. Artificial Intelligence. Everyone’s talking about it. And, frankly, it’s giving me a slight twitch.
Turns out, Berkshire is dipping a toe into the AI waters. Not a full-on cannonball, mind you. More like a cautious paddle. Here’s what I’ve gleaned from the filings. And a lot of late-night Googling, if I’m honest.
1. Amazon: 0.2% of the Portfolio (Down from… a lot)
Amazon. The everything store. It started with books, then everything else. Now it’s trying to be… intelligent. Amazon Web Services (AWS) is the key. It’s basically renting out computing power to anyone who needs it. Which, these days, means anyone who wants to train an AI. They’ve got these data centers filled with chips – apparently, they’re even designing their own. Very clever. Although, slightly worrying that one company controls so much digital infrastructure. Revenue was a record $128.7 billion last year. Buffett sold off most of his Amazon stake, though. Perhaps he felt a pang of regret, admitting he should have invested sooner. We’ve all been there, haven’t we? Buying high, selling low, and then eating a lot of comfort food.
2. Alphabet (Google): 1.8% – Still a Solid Bet
Google. The search engine. It used to be so simple. Type in a question, get an answer. Now it’s all AI overviews and AI modes. Apparently, this is good. It means Google can still answer your questions, only faster and with more… synthesis. The market share is holding at around 90%. Which is… terrifying, actually. One company knowing everything about everyone. But, from an investor’s perspective, it’s undeniably good. Buffett bought into Alphabet last year. A latecomer, perhaps, but a sensible move nonetheless.
3. Apple: 18.4% – The Biggest Piece of the Pie (But Shrinking)
Apple. The iPhone. The iPad. The Mac. The thing that everyone seems to have. Buffett invested a lot of money in Apple. Billions. It was half of Berkshire’s portfolio at one point. He’s trimmed the stake, selling off a good chunk, but it’s still the biggest holding. Apple is tackling AI on two fronts: hardware and software. They design their own chips, which is clever, and they’re building AI features into everything. Apple Intelligence, they call it. It can summarize messages, draft emails, and even prioritize notifications. Which, frankly, sounds like my ideal assistant. They have 2.5 billion active devices worldwide. That’s a lot of potential AI users. And a lot of potential profit for Berkshire.
So, there you have it. Berkshire’s AI tilt. It’s not a revolution, exactly. More of a… cautious adjustment. A bit like me trying a new workout class. I’m not entirely sure what I’m doing, but I’m giving it a go. And, who knows, maybe I’ll even get a six-pack. (Probably not, though.)
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2026-03-24 18:32