Berkshire Hathaway Exits T-Mobile, Bets Big on AI Infrastructure Stock

Warren Buffett's Berkshire Hathaway has made significant portfolio adjustments, exiting its $1 billion stake in T-Mobile while doubling down on an artificial intelligence infrastructure play that's surged 7,850% since its IPO. The moves were disclosed in Berkshire's recent 13F filing with the SEC, offering rare insight into the conglomerate's investment strategy.

T-Mobile, which delivered 120% returns during Berkshire's holding period, posted strong Q2 results with 14% EPS growth and 7% revenue increase. The telecom's 16.5% YTD gain through mid-August suggests Berkshire may be taking profits after a successful run.

The AI infrastructure stock purchase aligns with growing institutional interest in foundational technology plays. While not directly cryptocurrency-related, this shift toward next-generation infrastructure investments mirrors the crypto sector's focus on supporting AI and blockchain convergence.