Prediction: Following Alphabet, This Could Be the Next Trillion-Dollar Artificial Intelligence (AI) Stock Greg Abel Adds to Berkshire’s Portfolio
Adam Spatacco, The Motley Fool
Mon, July 6, 2026 at 9:35 PM GMT+5:30
5 min read
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Warren Buffett’s retirement as CEO marked the end of an era at Berkshire Hathaway. While Berkshire remains committed to long-term ownership of high-quality compounders, some recent portfolio moves under new leadership suggest that there is a greater comfort with sophisticated, high-growth opportunities that sit at the center of artificial intelligence (AI)
The evidence appears clearly in Berkshire’s recent handling of two “Magnificent Seven” stocks. During the third quarter of 2025, Berkshire initiated a stake in Alphabet. During the first quarter of this year, which was Greg Abel’s first full quarter as CEO of Berkshire, the company more than tripled its Alphabet position to nearly 54 million shares. At the same time, filings show that Berkshire completely exited its long-standing — albeit modest — investment in Amazon
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
These moves suggest that Abel is willing to differentiate among mega-cap technology leaders. Such selectivity could open the door to other companies that combine technological leadership with durable competitive advantage. One name that I think increasingly fits Berkshire’s investment profile is Nvidia (NASDAQ: NVDA). Read on to learn why
Nvidia is diversifying its business model
It’s no secret that Nvidia holds a commanding position in the graphics processing unit (GPU) market over its primary rival, Advanced Micro Devices. Nvidia’s CUDA platform has become the de facto standard for AI developers, creating a powerful moat in hardware and software that competitors are struggling to replicate at scale
Rather than resting on this dominance alone, Nvidia is systematically expanding its ecosystem across the entire AI stack. The company is deepening its involvement in high-performance networking through a combination of internal development and strategic partnerships. For example, in October, Nvidia invested $1 billion into Nokia in a partnership focused on AI-native radio access networks (RAN) and edge infrastructure
Nvidia is also quietly supporting data center build-outs through targeted investments in neocloud providers like CoreWeave and optical component leaders such as Coherent and Lumentum. Additionally, Nvidia’s NVLink Fusion platform is helping enable new partners like Marvell to develop custom AI chips that can integrate tightly with Nvidia’s architecture
