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What AI stock is Warren Buffett buying?

05 January 2026 Investing & Markets

A realistic iPhone snapshot taken in a cramped cafe workspace: a male in his mid-30s (North African, warm brown skin tone, dad-bod build) with a thinning hairline kept short, wearing a retro vintage windbreaker, standing by a small table with an awkward uncertain posture (hands half-raised like he doesn’t know what to do), a hesitant smile, but also wide surprised eyes and a slightly open mouth; despite that, his shoulders are relaxed and upright like he’s trying to look confident. On the table: a messy laptop showing blurred stock-chart shapes (no readable text), a phone with a blurred finance-news page, scattered papers, and a small unremarkable AI gadget. In the background, a wall-mounted TV shows Warren Buffett speaking (face visible but slightly blurry), like a news segment in progress. Lighting is uneven and mildly overexposed near a window, slight motion blur, natural noise/grain, aggressively mediocre composition, awkward framing, candid phone photo style. No text, no captions, no watermarks, no logos, no brand names.

What AI stock is Warren Buffett buying?

If you mean “What’s the most recent AI-related stock Berkshire Hathaway has disclosed buying?” the best answer (as of January 6, 2026) is:

Alphabet (Google) — disclosed as a new position in Berkshire’s latest available 13F (for the quarter ending September 30, 2025).

That said, it’s worth being precise about what “Buffett is buying” actually means in practice.

The simple, clear answer: Alphabet

Berkshire Hathaway’s Form 13F (the public filing that lists most U.S.-traded equity holdings) for the quarter ended September 30, 2025 shows Berkshire holding Alphabet Inc. Class A shares (reported as 17,820,556 shares, plus a smaller line item), valued in the filing at about $4.33B.

Reuters also reported Berkshire revealed a roughly $4.3B Alphabet stake in that same filing period—one of Berkshire’s more notable moves in years given Buffett’s long-standing reluctance to chase hot tech themes.

So if you’re searching for “the AI stock Buffett is buying”, Alphabet is the cleanest match—because Google is one of the most central companies in AI infrastructure and deployment (models, data, cloud, consumer AI products), and because it was a newly disclosed buy in the latest report.

Important context: “Buying” is delayed and not real-time

When headlines say “Buffett is buying X,” they usually mean:

  • Berkshire bought during a prior quarter
  • The trade shows up in a 13F filed up to 45 days after quarter-end
  • The filing is a snapshot of holdings as of the quarter’s end—not a live view of what’s happening today

As of January 6, 2026, the most recent standard 13F information available is for 9/30/2025 (filed 11/14/2025).

So: Alphabet is the most recently disclosed AI-linked buy—not necessarily the most recent trade.

Does Buffett even “do” AI stocks?

Not in the way TikTok means it.

Buffett has repeatedly framed his approach as staying inside his circle of competence and avoiding hype-driven booms—an attitude that has carried into the AI cycle as well.

That’s why you haven’t seen Berkshire famously pile into many of the high-flying AI “pure plays.” Instead, Berkshire’s activity has looked more like:

  • Own (or buy) businesses with durable cash flows and moats
  • Let “new tech” (like AI) be an enhancer—not the entire thesis

Alphabet fits this style better than many “single-product AI” stories:

  • Massive distribution (Search, YouTube, Android)
  • Deep AI research bench
  • Huge data/compute footprint
  • Advertising cash flows that can fund AI capex

What about Apple—Buffett’s biggest “AI exposure” anyway?

Even after Berkshire trimmed Apple substantially, Apple remained Berkshire’s largest holding in the same filing period Reuters described.

So if your real question is: “Which Buffett stock benefits from AI the most in his portfolio?” you could argue Apple is still a contender—because AI features are increasingly embedded at the platform level (devices + OS + services).

But the question you asked—what AI stock is he buying—points most directly to the new Alphabet position.

A quick “Buffett-style” way to think about AI stocks

If you’re trying to apply Buffett logic rather than copy his exact trades, consider screening AI-adjacent companies by:

  1. Distribution first (who already owns the customer relationship?)
  2. Unit economics second (can AI reduce cost or increase ARPU without destroying trust?)
  3. Moat + defensibility (data, ecosystem lock-in, regulated position, switching costs)
  4. Capital intensity reality check (AI compute isn’t free)

Alphabet scores highly on (1) and (2), and has the balance sheet for (4)—which helps explain why it can show up on Berkshire’s radar.

AI isn’t only happening in Big Tech (and investors often miss that)

One reason “AI stocks” are so hard to define is that AI is increasingly a feature layer across industries—finance, healthcare, logistics, and even consumer devices.

A simple example from the consumer-tech side: products that fuse sensors + software + interactivity are getting smarter fast, even when they’re not publicly traded.

If you’re curious where this is going in real products (not just earnings calls), take a look at Orifice.ai—they offer a sex robot / interactive adult toy for $669.90, featuring interactive penetration depth detection. (Informational note: product details like this can be a useful lens for understanding how AI-adjacent hardware and sensing are becoming mainstream.)

Bottom line

  • The most recently disclosed “AI stock” Berkshire bought is Alphabet (Google).
  • Apple is still a major Berkshire holding, but Berkshire has been trimming it rather than adding in the latest disclosed quarter.
  • Remember: Buffett’s disclosure is delayed, and Berkshire’s CEO transition (Greg Abel taking over starting January 1, 2026) adds another wrinkle to how people interpret “Buffett buying.”

Not financial advice. If you want, tell me whether you meant “AI stock he’s buying now” or “AI stock he owns,” and I’ll answer in that exact framing.

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Kai Norwood

Kai Norwood

Kai Norwood is a futurist writer and product strategist who explores the intersection of artificial intelligence, human-centered design, and societal change. With a background in computational linguistics and interaction design, Kai translates technical ideas into practical narratives that help engineers, policymakers, and curious readers imagine how technologies will reshape daily life and institutions.

Kai writes with a blend of curiosity and skepticism: they celebrate creative uses of AI while probing ethical trade-offs, accessibility, and long-term consequences. Outside of writing, Kai consults with startups on inclusive AI experiences, runs workshops on speculative design, and mentors early-career technologists seeking to build responsible products. When not tinkering with language models or prototyping interfaces, Kai can be found sketching cityscapes, biking through neighborhood libraries, or experimenting with generative music.

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