22% of Berkshire Hathaway's $282 billion stock portfolio is found in these two artificial intelligence stocks

• Apple has proven what it should do in the AI ​​space, but its inventory remains Berkshire Hathaway's biggest bet.

• Generation AI currently represents Amazon's biggest growth driver and could potentially be converted to trillions of dollars.

• 10 stocks we like more than Apple

At the end of this year, Warren Buffett Berkshire Hathaway'CEO. Buffett has built an incredible track record of success since taking over the business in 1965 and taking over the business as the basis for an investment conglomerate that would become one of the world's largest and most successful companies.

Buffett has made his name primarily and has brought great benefits to shareholders through the principle of value investment, but Berkshire has gained a significant exposure to technology trends and growth stocks in recent years. And in the high-tech sector, there is currently no trend in the larger or greater than artificial intelligence (AI). With that in mind, look at two stocks that make up about 22% of Berkshire Hathaway's $282 billion stock portfolio.

Keith Noonan (Apple): With a market capitalization of $3 trillion, apple (NASDAQ: AAPL) It is the third largest company in the world, only after that Microsoft and nvidia. It reached 21.6% of Berkshire's total equity portfolio, and it is also the investment conglomerate's only largest public company. Buffett's company retains that distinction despite selling more than 600 million shares in Apple Stock last year.

Generally, Berkshire Hathaway has reduced its shareholdings and has recently established a cash job. The move is likely to reflect concerns that the overall market is becoming more expensive compared to the level of macroeconomic and geopolitical risk Berkshire analysts see on the horizon. Meanwhile, the move to significantly reduce Apple Holdings could reflect certain concerns facing businesses.

Apple's main location in mobile hardware gives it a strong foundation for building an artificial intelligence (AI) business, but the company also appears to be behind major players, including Microsoft. alphabetand Meta Platform In some important points. For example, Apple reportedly has a major challenge in acquiring the next generation of AI-powered Siri platforms, down to the performance level that developers are targeting.

Furthermore, Apple faces several important challenges in the Chinese market. The deployment of its Apple Intelligence Platform was delayed last year as Apple had not found a Chinese company to partner with to deploy its software locally. As a result, iPhone 16 sales were relatively soft on the market. Mobile hardware giants are currently partnering Alibaba Group Holdings To make AI software available, Chinese customers still show an increasing preference for domestic technology brands. Additionally, geopolitical dynamics can create continuous headwinds.

Berkshire's move to cut its position at Apple means that Buffett's company has actually reduced its investment exposure to AI overall trends. Meanwhile, Apple remains as Berkshire's largest stakeholder. And it's clear that Buffett is a huge business fan. While Apple still doesn't match the AI ​​success of other top technology players, many of the company's strengths suggest that there are still plenty of opportunities to become big winners in this space.

Jennifer Cybil (Amazon): Amazon (NASDAQ: AMZN) It formed only a part of Berkshire's Hathaway portfolio, and Buffett didn't buy it. He said Todd Combs or Ted Weschler, one of the portfolio's investment managers, hit the button on Amazon stocks because the technology wasn't actually in the wheelhouse. But he also says he made a mistake by not buying it before.

Amazon is far more than AI, but generator AI is moving forward today, representing its biggest growth opportunity. Amazon Web Services (AWS) is Amazon's cloud computing business, with much of the generated AI being carried out. According to Statista, this is the world's largest cloud services business, with 30% of the market being 30% of the market.

CEO Andy Jassy believes that soon all apps will be built with today's databases and storage and other generic AI components. Most of it is built on the cloud, and as a leader, Amazon explains a huge amount. “Before this generation of AI, we thought AWS could ultimately become a multi-tens of billions of dollars in revenue driving business,” Jassy said in a recent revenue call. “I think it could be even bigger now.”

To achieve that, Amazon offers the largest assortment of generative AI tools and services across three layers of its program. The bottom layer is the biggest client customization to build your own leading language model (LLMS), the basis of generating AI. The middle tier is a semi-custom solution through the Amazon Bedrock program, and Amazon offers several tools to the top tier for small businesses that require off-the-shelf programs. These are tools such as the ability to create a complete product description based on prompts.

AWS is already pulling out more than Amazon's unique weight. Sales increased 17% year-on-year in the first quarter, making it the second-largest segment after advertising, accounting for 63% of operating profit.

Will Berkshire Hathaway buy more Amazon stocks after Buffett resigns as CEO at the end of the year? It will be interesting to see if the equity position changes to the top spot without Buffett.

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Suzanne Frey, an executive at Alphabet, is a member of the board of directors of Motley Fool. Randi Zuckerberg, a former director of market development, Facebook spokeswoman and sister to Metaplatform CEO Mark Zuckerberg, is a member of Motley Fool's board of directors. John Mackey, former CEO of Amazon subsidiary Whole Foods Market, is a member of Motley Fool's board of directors. Jennifer Cybil holds an Apple role. Keith Noonan has no position in any of the stocks mentioned. Motley Fool has positions and recommends Alphabet, Amazon, Apple, Berkshire Hathaway, Meta Platforms, Microsoft, and Nvidia. Motley Fool recommends the Alibaba Group and recommends the following options: A $395 phone at Microsoft for January 2026 length and a $405 phone at Microsoft for January 2026 short term. Motley Fools have a disclosure policy.

Warren Buffett's AI Bet: 22% of Berkshire Hathaway's $282 billion stock portfolio is found in these two artificial intelligence stocks.