The Motley Foolยท2025-03-13 08:26Core Insights - Warren Buffett oversees a $281 billion portfolio at Berkshire Hathaway, with a record cash reserve of $334 billion available for new investments [1] - An investment of $1,000 in Berkshire stock in 1965 would be worth $44.7 million today, significantly outperforming the S&P 500 [2] - Berkshire's long-term value investment strategy includes holdings in companies leveraging AI technology [3] Group 1: Amazon - Amazon constitutes 0.7% of Berkshire's portfolio, with a current value of nearly $2 billion [7] - AWS generated $107.5 billion in revenue in 2024, accounting for 16.8% of Amazon's total revenue but over half of its operating income [6] - AWS is enhancing its AI capabilities through proprietary chips and a platform offering over 100 large language models [4] - Amazon has developed an AI shopping assistant, Rufus, to improve customer purchasing decisions [5] Group 2: Coca-Cola - Coca-Cola represents 10.2% of Berkshire's portfolio, valued at $28.8 billion, with a total investment of $1.3 billion [11] - The company is investing $1.1 billion over five years in Microsoft's Azure for AI services to enhance marketing and supply chains [10] - Coca-Cola has utilized AI in marketing campaigns, including predictive models for new product development [9] Group 3: Apple - Apple is the largest position in Berkshire's portfolio, worth over $170 billion after a $38 billion investment [12] - The company has launched Apple Intelligence software, enhancing user interaction and integrating with OpenAI's ChatGPT for Siri [13][14] - Berkshire holds over $68 billion in Apple stock, poised for significant returns as Apple expands its AI offerings [15]