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Warren Buffett was not recognized with his technological investment. He has been fled from the famous sector for decades. This created a problem during the dot-com foam when the technological stock is increased. But when the bubble arises, the Buffett looked like a genius.
In recent years, artificial intelligence (AI) shares raised the market to a higher level. Many of the world’s most valuable companies are very exposed to AI Tailwinds. This time this time, buffet, buffett does not stick to the edges. In fact, the EU growth has several multibillion dollar bets.
Currently, Buffettin Holding Company, Berkshire HathawayThere are several large investments in companies exposed to the AI revolution. Interestingly, none of these are clean plays in AI. Ie Buffet It does not bet directly to the AI through investments. Instead, he allocated capital to the enterprises that generated most of the sources, but surely was subjected to a ton of AI.
Consider Berkshir’s Investment Apple (NASDAQ: AAPL). This is currently the position sold by Berkshire’s largest folk, about $ 75 billion. Apple generates many revenues by selling consumer devices such as iPhones, iMacs, MacBooks and iPad. However, the company also has a smaller, a smaller, yet growing income segment. Increasing sales in 19.8% of 19.8% in 2024 in 2024 of services in 2022.
What do the services come true? The most part is that it comes from the App Store, but also has a long tail of things that come from things like licensing, apples and third party subscribers. Most of these streams are exposed to the rising AI. As of last month Chatgpt Many were more than 400 million users who use the iPhone to access the application. Premium subscribers pay for subscribers using the Apple App Store by earning direct income for the company.
However, Apple is also useful in sources that generate an income from the EU. Recently, the Siri voice assistant experienced a great update and the apple exploration was spread to the majority of the latest devices. These features increases the attractiveness of the company’s provision of more income in the indirect way.
Buffettin is one of the AI bets Amazon (NASDAQ: Amzn). Berkshire is currently close to $ 2.2 billion in Amazon shares. Similarly, the main attention of Amazon is not AI, but there is no doubt that the company is a heavy exposure to this growth industry.
