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2 No-Brainer Artificial Intelligence (AI) Stocks Owned by Warren Buffett Right Now
AAPLApple(AAPL) The Motley Fool·2025-04-06 10:25

Group 1: Amazon's Role in AI - Amazon is significantly benefiting from the rising demand for AI services, primarily through its Amazon Web Services (AWS) division, which holds a 31% global market share in cloud infrastructure [5] - The development and execution of AI services require substantial compute power, which is facilitated by the distributed cloud infrastructure built over the last decade [3] - AWS is expected to grow alongside the overall AI industry, providing direct benefits to Amazon shareholders, including Warren Buffett, who owns 10 million shares valued at approximately 2.2billion[5]Group2:Apple′sIndirectInvolvementinAI−ApplemaynotbeseenasatraditionalAIcompany,butitplaysacrucialroleintheAIvaluechainthroughitscontroloftheAppStore,whereaportionofAIservicefeesgoestoApple[6][7]−ThecompanyispositionedtoprofitfromtheincreasingdemandforAIchatservices,asusersofAIapplicationsonAppledevicescontributetoApple′srevenuewithouttheneedforAppletodevelopnewAIproducts[8]−WarrenBuffett′sholdingcompanyowns300millionsharesofApple,valuedataround2.2 billion [5] Group 2: Apple's Indirect Involvement in AI - Apple may not be seen as a traditional AI company, but it plays a crucial role in the AI value chain through its control of the App Store, where a portion of AI service fees goes to Apple [6][7] - The company is positioned to profit from the increasing demand for AI chat services, as users of AI applications on Apple devices contribute to Apple's revenue without the need for Apple to develop new AI products [8] - Warren Buffett's holding company owns 300 million shares of Apple, valued at around 75 billion, making it his largest position and a potential indirect investment in the AI revolution [9]