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$7.7 Billion of Warren Buffett's Berkshire Hathaway Portfolio Is Invested in 2 Quantum Computing Stocks

newsfeedback@fool.com (Keith Speights)
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⚡ Quantum Brief
Warren Buffett’s Berkshire Hathaway holds $7.7 billion in two tech giants—Alphabet and Amazon—both heavily investing in quantum computing despite Buffett’s usual avoidance of complex technologies. Alphabet’s Google Quantum AI achieved a 2019 breakthrough with a quantum system solving a problem in 200 seconds that would take supercomputers 10,000 years, plus a 2023 logical qubit prototype. Amazon’s AWS offers Braket, a quantum cloud service, and unveiled its Ocelot chip in 2025, reducing quantum errors by up to 90%, positioning it as a key player in the field. Buffett’s investments focus on core strengths—Amazon’s e-commerce/cloud dominance and Alphabet’s advertising—with quantum computing as a secondary but high-potential growth area. Both stocks are recommended for investors due to AI and quantum advancements, though Buffett likely prioritized their established businesses over speculative quantum bets.
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By Keith Speights – Dec 22, 2025 at 3:45AM ESTKey PointsBuffett owns two quantum computing stocks -- Alphabet and Amazon.Both companies focus on much more than just quantum computing, of course.Alphabet and Amazon are good picks for other investors, too.These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: AMZNAmazonMarket Cap$2.4TToday's Changeangle-down(0.26%) $0.59Current Price$227.35Price as of December 19, 2025 at 4:00 PM ETThe "Oracle of Omaha" normally doesn't invest in technologies he doesn't understand. But he has done so in these two cases.Nobel Prize-winning theoretical physicist Richard Feynman once stated, "No one understands quantum mechanics." I mention Feynman's quote because many investors are excited about quantum computing stocks these days – and quantum computing is based on the principles of (you probably guessed it) quantum mechanics. That leads me to another quote, in this case a statement made by Warren Buffett: "Never invest in a business you cannot understand." Buffett has also written about only investing in companies within your "circle of competence." With all of this in mind, you might think that Buffett wouldn't touch a quantum computing stock with a 10-foot pole. However, $7.7 billion of his Berkshire Hathaway (BRK.A 1.34%) (BRK.B 1.76%) portfolio is invested in two quantum computing stocks. Image source: Getty Images. Buffett's two quantum computing stocks Has Buffett quietly bought shares of D-Wave Quantum (QBTS +7.63%), IonQ (IONQ +4.39%), or Rigetti Computing (RGTI +4.12%)? Nope. I doubt that he'd give any of these up-and-coming quantum computing stocks a second of his attention. However, the legendary investor has acquired shares in two other companies that are investing heavily in quantum computing. In 2019, Berkshire initiated a new position in Amazon (AMZN +0.26%). Buffett later acknowledged that one of the conglomerate's two investment managers decided to buy Amazon. But Buffett also admitted that he had been "an idiot" for not investing in the company earlier. Advertisement ExpandNASDAQ: AMZNAmazonToday's Change(0.26%) $0.59Current Price$227.35Key Data PointsMarket Cap$2.4TDay's Range$225.58 - $229.1352wk Range$161.38 - $258.60Volume86MAvg Vol48MGross Margin50.05% Amazon is a bigger player in quantum computing than you might think.

Amazon Web Services (AWS) offers Amazon Braket, a cloud service that allows researchers to test quantum computing algorithms, test quantum hardware, and develop quantum software. Amazon also introduced its Ocelot quantum computing chip earlier this year. Ocelet supports quantum error reduction by up to 90%. Buffett has also expressed regret for not investing in Google's parent company, Alphabet (GOOG +1.55%) (GOOGL +1.47%), earlier. He corrected that mistake in 2025. Berkshire bought over 17.8 million shares of the tech giant. ExpandNASDAQ: GOOGLAlphabetToday's Change(1.47%) $4.45Current Price$306.91Key Data PointsMarket Cap$3.7TDay's Range$300.97 - $307.2052wk Range$140.53 - $328.83Volume1.1MAvg Vol37MGross Margin59.18%Dividend Yield0.27% Alphabet's Google Quantum AI is another pioneer in the field of quantum computing. In 2019, the unit developed a quantum system that performed a calculation in 200 seconds that it said "would have taken the best-known algorithms in the most powerful supercomputers at the time 10,000 years to accomplish." Google Quantum AI also demonstrated the first logical qubit prototype in 2023. More than quantum computing Today, Berkshire's stakes in these two quantum computing stocks amount to around $7.7 billion. However, Buffett and his team didn't buy shares of Amazon or Alphabet because of their quantum computing initiatives. I doubt that the companies' quantum computing efforts even factored into the investing decisions at all. Amazon's dominance in e-commerce and cloud computing was a significant attraction for Berkshire when it first invested in the company in 2019. Over six years later, Amazon remains the No. 1 player in both markets. Alphabet is, at its heart, an advertising company. Ads on Google Search, YouTube, the Google Network, and other apps generate roughly 72% of Alphabet's total revenue. While Buffett may not fully understand quantum computing and other advanced technologies, he certainly has a firm grasp of advertising. Both Amazon and Alphabet offer more than their core businesses, though. For example, Amazon is preparing to launch a satellite internet service. Google Cloud is a key growth driver for Alphabet. Also, the company's famous "other bets" include self-driving car leader Waymo and high-speed internet provider GFiber. Are Alphabet and Amazon good stocks to buy? Don't buy Alphabet and Amazon just because Buffett owns the stocks. However, I think both are good picks for many investors. Artificial intelligence (AI) presents a massive tailwind for AWS and Google Cloud. Amazon and Google should especially profit as the adoption of agentic AI grows. Both giants have significant opportunities in the robotaxi market. Buffett's two quantum computing stocks are more than just investments in quantum computing. However, I think Alphabet and Amazon could be big winners as quantum computing advances – whether you understand the technology or not.Read NextDec 21, 2025 •By Keithen DruryThe Secret to Finding the Next Broadcom Is Hiding in Plain SightDec 21, 2025 •By Geoffrey SeilerPrediction: These 3 Stocks Will Join the $3 Trillion Club in 2026Dec 20, 2025 •By Brett SchaferShould You Buy Amazon Stock in 2026?Dec 20, 2025 •By Trevor JennewineBillionaires Sell Amazon Stock and Buy a Quantum Computing Stock Up 3,050% Since 2023Dec 19, 2025 •By Leo Sun3 Things to Know About Amazon Stock Before You BuyDec 19, 2025 •By Neil RozenbaumIf I Could Only Buy and Hold a Single Stock, This Would Be ItAbout the AuthorKeith Speights is a contributing Motley Fool healthcare analyst covering publicly traded companies across pharmaceuticals, biotechnology, medical devices, technology, and marijuana. Prior to The Motley Fool, Keith was CEO of Constant Care Technology, a healthcare technology company; vice president of American HealthTech, a healthcare software company; and a director of operations for Blue Cross Blue Shield of Mississippi, a health insurer. He holds a B.S. in Industrial Engineering from Mississippi State University.TMFFishBizStocks MentionedAmazonNASDAQ: AMZN$227.35 (+0.00%) $+0.59AlphabetNASDAQ: GOOGL$306.91 (+0.01%) $+4.45Berkshire HathawayNYSE: BRK.A$745600.00 (0.01%) $10099.95Berkshire HathawayNYSE: BRK.B$494.53 (0.02%) $8.86AlphabetNASDAQ: GOOG$308.45 (+0.02%) $+4.70IonQNYSE: IONQ$48.48 (+0.04%) $+2.04Rigetti ComputingNASDAQ: RGTI$23.76 (+0.04%) $+0.94D-Wave QuantumNYSE: QBTS$26.79 (+0.08%) $+1.90*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement

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