Berkshire Hathaway, under Warren Buffett’s leadership, is increasingly exposed to the artificial intelligence (AI) revolution — despite Buffett’s well-known caution about the hype. A sizeable portion of his portfolio is tied up in two of the biggest AI‑enabling companies: Apple and Amazon, which together make up a large slice of Berkshire’s total holdings.
Buffett’s approach appears subtle rather than overt. Instead of buying “pure AI” companies, he’s investing in firms where AI is a strong growth lever but not the only business driver. Apple’s “Intelligence” layer and Amazon’s cloud infrastructure (AWS) are seen as foundational to future AI applications — and Buffett seems to be banking on that long-term potential.
Even so, Buffett hasn’t abandoned his trademark caution. He’s previously warned that AI is like “letting a genie out of the bottle,” acknowledging both its transformative power and the risk of misuse. He has also spoken about the real danger of AI being used for scams — remarking that if he were interested in swindling, AI might be the next “growth industry.”
In short, while Buffett is not diving headfirst into speculative AI plays, he is positioning Berkshire to benefit from AI’s growth — but on his own terms. His investments reflect a balance between embracing innovation and guarding against irrational exuberance, signaling confidence in AI’s long-term value rather than its short-term hype.
