Unilever Launches Five-Year Google Cloud AI Partnership; Soros Trims Alphabet
In Q4 2025, Soros Fund cut its Alphabet stake and reallocated about $137 million into AI chipmakers Nvidia, TSMC, Broadcom and AMD, while Berkshire Hathaway kept its Google position. Unilever initiated a five-year Google Cloud AI partnership to migrate its data and boost consumer engagement across Dove and Vaseline.
1. Soros Fund Reduces Alphabet Stake
In the fourth quarter of 2025, Soros Fund Management trimmed its holding in Alphabet and invested approximately $137 million into leading AI chipmakers Nvidia, Taiwan Semiconductor, Broadcom and AMD to capitalize on semiconductor demand.
2. Berkshire Hathaway Maintains Google Position
During its final portfolio reshuffle, Berkshire Hathaway held steady on its existing Google shares, signaling continued confidence in the company’s cloud and AI growth prospects.
3. Unilever’s Five-Year Google Cloud AI Deal
Unilever agreed to a transformative five-year partnership to migrate its consumer brands’ data and cloud platforms onto Google Cloud, deploying advanced AI systems to enhance marketing intelligence and deepen engagement for brands like Dove and Vaseline.