Alphabet trained its latest AI model, Gemini 3, on its own TPU chips. Amazon has teamed with Anthropic to unleash what will soon be over 1 million of its Trainium2 chips.
Berkshire Hathaway has been reducing its massive stake in Apple, and it recently bought Alphabet stock for the first time. Apple stock remains the largest position in the Berkshire Hathaway equity portfolio.
Gemini's true power comes from Alphabet's ecosystem, not model benchmarks. It strengthens Alphabet's defense during a significant shift in search behavior.
Buffett and his investing team are never afraid to wade into new sectors. However, that doesn't mean they are undisciplined and will buy stocks at monster valuations.
Buffett has managed to consistently beat the market without investing heavily in the technology sector. Two leading artificial intelligence (AI) stocks Berkshire does own, however, are Alphabet and Amazon.
Google's parent company Alphabet (NASDAQ: GOOGL) is ending November on a high, but the latest technical readings now point to a potential cooldown after one of its strongest rallies in years.
Alphabet Inc. (NASDAQ: GOOG) shares climbed 2.1% on Friday, November 28, 2025, as retail sentiment surged to 64 (bullish) while NVIDIA Corporation (NASDAQ: NVDA) sentiment dropped to 33 (bearish).
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