September 16, 2025

finance  
Apple $65B AI Bet, Amazon $2.3B, Microsoft Azure Boost

Warren Buffett's Berkshire Hathaway has made a substantial $68 billion investment in artificial intelligence, with over 22% of its portfolio now allocated to just two AI giants: Apple and Amazon. Apple accounts for the bulk of this investment, exceeding $65 billion, and is recognized for its significant share repurchase program and the recent launch of its 'Apple Intelligence' features. Amazon represents about $2.3 billion of the bet, with its AI focus centered on its Amazon Web Services (AWS) platform, which offers generative AI solutions and large language model capabilities. This move highlights the growing influence of AI in investment strategies. Meanwhile, Microsoft is also demonstrating strong AI leadership, with its Azure cloud services driving a 17% revenue increase in Q4 FY2025 and a significant $17.4 billion deal with Nebius Group for AI infrastructure. Beyond these tech titans, other companies are making strides in the AI space. Siemens has seen its stock jump 44% over the past year, largely due to its AI investments, and JFrog's stock has surged 70% in 2025, boosted by new AI-driven features and an expanded partnership with Nvidia. In cybersecurity, Remedio, an AI firm co-founded by a former Israeli intelligence hacker, has secured $65 million in its first funding round, with clients including Amazon. Goldman Sachs estimates that the economic impact of AI is significantly understated, with approximately $115 billion of its contribution to the US economy since 2022 not reflected in GDP figures. However, the firm also warns that a slowdown in AI spending could lead to a 15-20% drop in the S&P 500, given the sector's substantial market representation, with Nvidia alone comprising 7% of the index. In other developments, Oman is launching a $265 million economic zone dedicated to AI startups, backed by Egyptian and Omani investors, as part of its economic diversification efforts.

Key Takeaways

  • Warren Buffett's Berkshire Hathaway has invested $68 billion in two AI stocks, Apple and Amazon, representing over 22% of its portfolio.
  • Apple accounts for over $65 billion of Buffett's AI investment, with Amazon representing about $2.3 billion.
  • Microsoft reported a 17% revenue increase in Q4 FY2025, driven by demand for its Azure cloud services and a $17.4 billion deal with Nebius Group for AI infrastructure.
  • Siemens stock has increased by 44% in the past year, attributed to its AI investments.
  • JFrog's stock has surged 70% in 2025, driven by new AI features and an expanded partnership with Nvidia.
  • Goldman Sachs estimates that $115 billion of AI's economic contribution to the US economy since 2022 is not reflected in GDP figures.
  • A slowdown in AI spending could cause a 15-20% drop in the S&P 500, according to Goldman Sachs.
  • Nvidia constitutes 7% of the S&P 500 index.
  • Remedio, an AI cybersecurity firm, secured $65 million in its first funding round, with clients including Amazon.
  • Oman is launching a $265 million economic zone focused on AI startups.

Warren Buffett bets $68 billion on two AI stocks

Billionaire investor Warren Buffett has placed a significant bet on artificial intelligence, investing $68 billion in just two AI stocks. While known for traditional investments, over 22% of Berkshire Hathaway's portfolio is now in these AI companies. One of these stocks leads the market in share repurchases, while the other is integrating generative AI and large language models into its profitable operations. This move highlights the growing importance of AI in the investment world.

Buffett's $68 Billion AI Stock Investments Revealed

Warren Buffett's Berkshire Hathaway has invested $68 billion in just two artificial intelligence stocks, representing over 22% of its portfolio. One of these companies, Apple, is noted for its massive share repurchase program and its recent 'Apple Intelligence' launch. The other, Amazon, is leveraging AI through its Amazon Web Services (AWS) platform, offering generative AI solutions and large language model capabilities. These investments underscore Buffett's significant stake in the future of AI technology.

Buffett's $68 Billion AI Bet: Apple and Amazon

Warren Buffett's Berkshire Hathaway has a substantial $68 billion invested in just two artificial intelligence stocks: Apple and Amazon. Apple, representing over $65 billion of the investment, is recognized for its AI integration in devices and its significant share buyback program. Amazon accounts for about $2.3 billion, with its AI focus centered on Amazon Web Services (AWS), which provides cloud infrastructure and generative AI solutions. This strategy shows Buffett's deep involvement in AI-driven companies.

C3.ai Stock Faces CEO Change Amid Market Shifts

C3.ai stock is experiencing changes as its CEO steps down due to an unexpected reason. Investors are advised to monitor these developments closely. The company, operating in the artificial intelligence sector, has seen shifts that warrant attention. Further details on the CEO's departure and its impact on C3.ai are expected.

Oracle, Coreweave, and others: Top AI stocks to watch

Several artificial intelligence stocks are showing strong potential for future growth. Oracle recently reported strong earnings, indicating its continued relevance in the AI space. Companies like Coreweave, Nebius, and Iren are also highlighted as having significant upside. Investors are keeping a close eye on these AI-focused companies as the technology continues to evolve and impact various industries.

Siemens stock jumps 44% driven by AI investment

Siemens stock has seen a significant 44% increase over the past year, largely attributed to its investments in artificial intelligence. The industrial giant's stock has shown resilience and strong long-term performance, outperforming broader market indices. While recent volatility exists, the year-to-date gain remains positive. Valuation analyses suggest Siemens may be undervalued, with a discounted cash flow model indicating a 40.4% discount to its fair value.

JFrog stock surges 70% in 2025 on AI advancements

JFrog, an AI software company, has seen its stock price surge by 70% in 2025, with analysts predicting further gains. The company's 'Liquid Software' platform helps manage and secure software supply chains, and recent updates include an expanded partnership with Nvidia. JFrog has introduced new AI-driven features like 'JFrog AI Security' and 'JFrog Agentic Repository' to enhance software delivery and AI model deployment. Strong financial results and positive analyst ratings support the optimistic outlook for JFrog.

Goldman Sachs: AI's economic impact is understated by $115 billion

Goldman Sachs reports that the economic boost from artificial intelligence is significantly understated in official GDP figures. While AI has added an estimated $160 billion to the US economy since 2022, only $45 billion is reflected in GDP. This discrepancy is due to how semiconductors and AI development costs are classified. Goldman Sachs estimates that approximately $115 billion of AI's economic contribution is currently uncounted in government statistics.

AI spending slowdown could drop S&P 500 by 20%

Goldman Sachs warns that a slowdown in artificial intelligence spending could lead to a 15-20% drop in the S&P 500 index. This is because AI-linked companies now represent a significant portion of the market. While current AI investment is strong, a deceleration expected in late 2025 and 2026 could leave the market vulnerable. Nvidia alone accounts for 7% of the S&P 500, highlighting the sector's influence.

Israeli hacker builds profitable AI cyber firm Remedio

Tal Kollender, a former Israeli intelligence hacker, has successfully bootstrapped her AI cybersecurity company, Remedio (formerly Gytpol), to profitability. The company, now valued at $300 million, uses AI to find network vulnerabilities and has major clients like Amazon and Coca-Cola. Remedio recently secured $65 million in its first funding round, led by Bessemer Venture Partners, to fuel expansion, particularly in the U.S. market.

Microsoft's AI investments drive strong cash flow

Microsoft is demonstrating strong performance as an AI leader, combining growth with profitability. The company exceeded expectations in Q4 FY2025 with a 17% revenue increase, driven by high demand for its Azure cloud services. A significant $17.4 billion deal with Nebius Group for AI infrastructure secures future capacity while maintaining robust free cash flow. Analysts see nearly 20% upside potential for Microsoft stock, with a price target of $615.

Oman launches $265 million AI economic zone

Investors are backing Oman's initiative to boost its economy through artificial intelligence. Egyptian and Omani investors are contributing $265 million to establish a new economic zone in Muscat focused on attracting AI startups. This project is part of Oman's broader strategy to diversify its economy and overcome budget deficits. The government is actively supporting these efforts, aiming to position Oman as a hub for AI innovation.

Sources

Artificial Intelligence AI Stocks Warren Buffett Berkshire Hathaway Apple Amazon AWS Generative AI Large Language Models C3.ai Oracle Coreweave Siemens JFrog Nvidia Goldman Sachs Economic Impact of AI S&P 500 Cybersecurity Microsoft Azure Oman AI Economic Zone Investment Stock Market Technology