Billionaire investors Warren Buffett, Stanley Druckenmiller, and Israel “Izzy” Englander are backing Google (Alphabet) for its growth potential in artificial intelligence and advertising. Their investments come as Alphabet achieves notable milestones in quantum computing and demonstrates the power of its generative AI technology.
The billionaire trio is not solely buying into Alphabet’s quantum computing prospects but rather focusing on its advertising business, which remains a top moneymaker. Google’s ad revenue surged to $102.3 billion in Q3, with 72% coming from search engines and YouTube platforms.
Alphabet’s AI capabilities are driving higher query volumes, boosting conversion rates for advertisers. The company is also seeing significant growth in its cloud services, with more than 70% of customers using AI tools, resulting in a threefold year-over-year increase in revenue from these products.
While the billionaires’ investments suggest Alphabet has potential, it’s essential to remember that their objectives and risk tolerance may differ from yours. Nevertheless, the company appears poised for long-term growth due to its AI-driven business and emerging technologies like quantum computing and autonomous ride-hailing.
Source: https://www.fool.com/investing/2025/11/25/billionaires-warren-buffett-stanley-druckenmiller