Core Viewpoint - Berkshire Hathaway, under Warren Buffett's leadership, has achieved significant long-term investment success, with a focus on companies leveraging artificial intelligence (AI) to enhance their operations and growth potential [1][2][3]. Group 1: Berkshire Hathaway's Investment Performance - Berkshire Hathaway generated a compound annual return of 19.9% from 1965 to 2024, nearly double the S&P 500's annual gain during the same period [2]. - A $500 investment in Berkshire stock would have grown to approximately $22.4 million over 59 years, compared to $171,453 from the S&P 500 [2]. Group 2: AI-Driven Companies in Berkshire's Portfolio - Berkshire's portfolio, valued at $303 billion, includes companies utilizing AI to enhance their business models [3]. Company 1: Amazon - Amazon represents 0.8% of Berkshire's portfolio, valued at $2.3 billion, and has implemented over 1,000 AI applications to improve customer experience and operational efficiency [5][9]. - Amazon Web Services (AWS) reported triple-digit percentage growth in AI revenue in Q2 2025 compared to the previous year [8]. Company 2: Coca-Cola - Coca-Cola accounts for 9.1% of Berkshire's portfolio and is investing $1.1 billion by 2029 in AI initiatives through a partnership with Microsoft Azure [10][11]. - The company is also collaborating with Adobe to develop an AI tool called Fizzion to enhance marketing processes [12]. Company 3: Apple - Apple constitutes 21.4% of Berkshire's portfolio, with an investment of around $38 billion, now valued at over $170 billion [14][17]. - Apple is integrating AI features into its devices, enhancing user experience and potentially driving more frequent upgrades [15][16].
31.3% of Warren Buffett's $303 Billion Portfolio Is Invested in 3 Artificial Intelligence (AI) Stocks