# Berkshire's 31% AI Portfolio Shift

> Berkshire Hathaway's AI investments could outperform with Alphabet and Apple.
- Title: Berkshire's 31% AI Portfolio Shift · Yahoo Finance | Shortify
- Summary: Berkshire Hathaway's AI investments could outperform with Alphabet and Apple. Berkshire Hathaway holds 31% of its portfolio in AI stocks, with Alphabet and…
- Keywords: berkshire hathaway, alphabet, apple, ai stocks, berkshire portfolio, warren buffett, greg abel, nvidia, google cloud, free cash flow, ai foundation models, seahawks
- Source: Yahoo Finance — https://finance.yahoo.com/technology/ai/articles/31-berkshire-hathaways-portfolio-riding-165000300.html
- Published: 2026-09-16T16:50:00+00:00
- Read time: 1 min
- Topics: berkshire hathaway, alphabet, apple, ai stocks, berkshire portfolio, warren buffett, greg abel, nvidia, google cloud, free cash flow, ai foundation models, seahawks
## Berkshire's AI Exposure
Berkshire Hathaway holds 31% of its portfolio in AI stocks, with Alphabet and Apple as key holdings.
## Alphabet's AI Leadership
Alphabet has grown revenue from 14% to 24% yearly, with Google Cloud rising from 32% to 82%.
## Alphabet's Bargain Price
Alphabet trades at a 17 P/E ratio, allowing Berkshire to deploy its $366 billion cash hoard.
## Apple's Portfolio Role
Apple now holds just over 20% of Berkshire's portfolio after being reduced from near 50%.
## Apple's AI Strategy
Apple signed a deal to build AI foundation models on Google Gemini's platform, shifting its focus.
## Berkshire's AI Strategy
Berkshire's AI investments could outperform with Alphabet and Apple as key holdings.
## Berkshire's Future
Berkshire will continue to grow by buying great companies at fair prices and benefiting from AI investments.
## Key takeaway

Berkshire Hathaway holds 31% of its portfolio in AI stocks, with Alphabet and Apple as key holdings.