Warren Buffett Has $90 Billion Invested in These 9 Artificial Intelligence (AI) Stocks. Here's the Best of the Bunch.

Core Insights - Warren Buffett has invested approximately $90 billion in nine companies focused on artificial intelligence (AI) despite admitting a lack of understanding of the technology [1] - The two primary AI stocks directly owned by Berkshire Hathaway are Apple and Amazon, with Apple being the largest holding valued at around $59.3 billion [3][5] - The remaining seven AI stocks are part of Buffett's "secret portfolio" managed by New England Asset Management (NEAM), which includes major tech companies like Alphabet and Microsoft [8][9] Group 1: Berkshire Hathaway's AI Investments - Apple is the largest holding in Berkshire Hathaway's portfolio, making up 21% of the total portfolio despite a reduction in its position last year [3] - Amazon, valued at approximately $2.1 billion in Berkshire's portfolio, is a significant player in cloud services and AI [5][6] - NEAM, part of Berkshire's structure, holds additional AI stocks that are not reflected in Berkshire's regulatory filings [8] Group 2: Key Companies in the AI Sector - Alphabet and Microsoft are included in NEAM's portfolio, both benefiting from their cloud services and AI advancements [9] - IBM and Texas Instruments are also part of NEAM's holdings, with Texas Instruments focusing on edge AI products [10] - NEAM's portfolio includes AI chipmakers like Broadcom, NXP Semiconductors, and Qualcomm, which manufacture products supporting AI workloads [11] Group 3: Investment Insights - Texas Instruments is highlighted as a strong pick for income investors due to its forward dividend yield of 2.73% [12] - Alphabet is noted for its attractive valuation with a price-to-earnings-to-growth (PEG) ratio of 1.36, indicating strong growth prospects [12] - Amazon is considered the best all-around investment among Buffett's AI stocks, with significant growth potential in both cloud services and e-commerce [13]