Ever since Warren Buffett's retirement from Berkshire Hathaway, investors have maintained a close watch on the firm's decisions under Greg Abel. In what is considered a sharp break from Buffett's tech-avoidance era, more than one-third of Berkshire Hathaway's $330 billion equity portfolio now sits in three artificial intelligence-linked stocks. The shift has happened quietly, deliberately, and at a scale that would have been unthinkable under the 'Oracle of Omaha.'
Warren Buffett spent 60 years building Berkshire Hathaway from a struggling New England textile mill into a $1 trillion conglomerate. Throughout this journey, what remained consistent was his decision to steer clear of major technology bets, famously citing his inability to predict which tech companies would dominate a decade out.