Which Artificial Intelligence (AI) Stocks Are Billionaires Buying the Most?

Core Insights - The article discusses the significant investments made by billionaires in AI stocks, particularly highlighting Alphabet and Nvidia as the most popular choices among them [1][5]. Investment Trends - In Q3 2025, many billionaires invested in AI stocks, with notable mentions including Broadcom, Meta Platforms, and Microsoft, although they did not rank at the top [2][4]. - Half of the billionaires surveyed purchased either Alphabet or Nvidia stocks during the same quarter [5]. Company-Specific Developments - Berkshire Hathaway, led by Warren Buffett, initiated a significant new position in Alphabet, a move that had been anticipated since Buffett expressed regret for not investing earlier [6][8]. - Tudor Investment hedge fund and Duquesne Family Office also initiated new positions in Broadcom and Meta, indicating a broader interest in these companies [3][4]. Performance Metrics - Alphabet's market cap stands at $3,877 billion, with a gross margin of 59.18% and a dividend yield of 0.26% [7][8]. - Nvidia has a market cap of $4,433 billion, with a gross margin of 70.05% and a dividend yield of 0.03% [10]. Strategic Advantages - Alphabet is positioned to benefit from key technology trends, particularly in AI, with its Google Cloud and Tensor Processing Units (TPUs) potentially challenging Nvidia's GPUs [12][13]. - Nvidia continues to innovate in AI chip technology and plays a crucial role in the autonomous vehicle market, enhancing its competitive edge [13].