Nvidia Faces Competition from Microsoft for Berkshire Hathaway's Attention

Nvidia could be the next big tech stock to join Berkshire Hathaway's portfolio, according to some analysts. Historically, Berkshire has been cautious about investing in tech stocks, but under new CEO Greg Abel, this may be changing.

Berkshire already owns significant stakes in Apple and Alphabet, with market caps exceeding $4 trillion. Nvidia, a chipmaker, has seen exceptional growth at 85% in its April quarter, making it an attractive investment for Berkshire.

However, some experts believe that Microsoft may be the next tech giant to join Berkshire's portfolio, not Nvidia. The complexity of Nvidia's business could make it harder for Abel and Buffett to understand, unlike Apple's consumer goods or Alphabet's ad-focused business.