Been noticing something interesting about where the smart money is flowing lately. Warren Buffett's Berkshire Hathaway has been quietly building positions in some AI-adjacent plays, and honestly, it's worth paying attention to.

First up is Domino's. Back in Q3 2024, Berkshire grabbed about 1.3 million shares for roughly $550 million. What caught my eye is how Domino's is actually using AI in practical ways—they've integrated Microsoft's Azure platform to power their ordering systems and predictive models. It's not flashy AI hype, it's operational efficiency. The stock has held up pretty decently since then, trading in the $440s range even through market volatility.

Then there's Amazon. Yeah, Berkshire has been trimming positions over the years, but they still hold around 10 million shares worth nearly $1.9 billion. Most people focus on retail when they think Amazon, but AWS is where the real AI story is. They're running the data centers with serious infrastructure, hosting AI models like Claude and Llama on their Bedrock platform. That's real infrastructure play in the AI space.

Coca-Cola rounds out the trio. This one's been a Buffett favorite since 1988—textbook long-term hold. They recently implemented Microsoft Azure too for operational improvements. Honestly though, this feels more like portfolio ballast than an AI growth story. It's the boring, stable piece that keeps your portfolio from getting too wild.

The pattern here isn't hard to spot: Warren Buffett is picking AI stocks that have actual utility and cash flow, not just the hype. Domino's, Amazon, and Coca-Cola all have real business fundamentals. If you're thinking about what AI stocks to consider adding to your own portfolio, looking at where Buffett is positioning Berkshire Hathaway isn't a bad starting point.