Soros Trims Alphabet, Pours $137M into AI Chips as Unilever Signs Five-Year Google Cloud Pact
George Soros reduced his Alphabet stake in Q4 2025 while allocating $137 million into Nvidia, TSMC, Broadcom and AMD AI chipmakers. Alphabet struck a five-year AI cloud deal to migrate Unilever’s Dove and Vaseline brands to Google Cloud, and Berkshire Hathaway maintained its Alphabet holding, signaling confidence in Google’s AI and cloud strategy.
1. Soros Fund Management Rebalances Portfolio
In Q4 2025, Soros Fund Management cut its Alphabet position while deploying roughly $137 million into semiconductor leaders. The fund boosted Taiwan Semiconductor by 213,766 shares, added 117,973 Nvidia shares and initiated stakes of 102,379 Broadcom shares and 17,201 AMD shares.
2. Alphabet Unveils Unilever AI Cloud Partnership
Alphabet and Unilever entered a five-year collaboration to migrate key brands such as Dove and Vaseline onto Google Cloud. The deal centers on agentic commerce, integrated data systems and advanced AI to enhance marketing intelligence, speed decision-making and deepen consumer engagement.
3. Berkshire’s Confidence in Google Strategy
During the same period, Berkshire Hathaway maintained its Alphabet holdings while reducing its Amazon stake by 77%. This move reflects Warren Buffett’s ongoing confidence in Alphabet’s cloud infrastructure and AI-driven revenue prospects.