Berkshire Hathaway now holds 22% AI-linked Apple, Amazon stocks

Artificial intelligence (AI) continues to drive major investment shifts in 2025, with companies like ASML gaining prominence due to its monopoly on extreme ultraviolet (EUV) lithography machines essential for advanced AI chip manufacturing. ASML's unique technology underpins the semiconductor industry and positions it as a critical player amid growing AI infrastructure demand. Meanwhile, Warren Buffett's Berkshire Hathaway has increased its exposure to AI through substantial holdings in tech giants Apple and Amazon, which together make up about 22% of its $282 billion equity portfolio, reflecting a strategic pivot despite Buffett's historical caution toward tech stocks. Apple remains Berkshire's largest holding, though the company has faced challenges in AI competitiveness, while Amazon represents a smaller but meaningful position. For investors seeking diversified exposure, AI-focused exchange-traded funds (ETFs) like the Vanguard Information Technology ETF offer a balanced way to invest across the sector without overconcentration. Additionally, Alphabet stands out as a Buffett-favored AI stock due to its strong market dominance, steady growth, and attractive valuation, aligning with his preference for companies with sustainable competitive advantages.