Just realized something interesting about how Buffett approaches quantum computing investments. Everyone assumes he avoids tech he doesn't fully understand, right? But his Berkshire Hathaway portfolio actually has about $7.7 billion tied up in two quantum computing plays.

Here's the thing though - he's not buying pure-play quantum stocks like D-Wave or IonQ. Instead, he went for Amazon and Alphabet, which happen to be doing serious work in quantum but aren't defined by it.

Amazon's AWS division built Amazon Braket, letting researchers test quantum algorithms and hardware. They even released their Ocelot chip this year with 90% error reduction. But that's not why Buffett bought in back in 2019. He was looking at their dominance in e-commerce and cloud computing. Six years later, that thesis still holds.

Alphabet's similar story. Google Quantum AI actually pulled off something wild in 2019 - a calculation in 200 seconds that would've taken supercomputers 10,000 years. They demonstrated the first logical qubit prototype in 2023. But let's be real, Buffett understands advertising better than quantum mechanics. Google Search and YouTube ads generate roughly 72% of Alphabet's revenue.

What's smart about this approach is recognizing that the best quantum computing stocks to buy might not be quantum companies at all. Amazon's satellite internet plans, Google Cloud's growth trajectory, Waymo, Fiber - these are the real value drivers.

The quantum computing piece is almost secondary. It's upside you get while owning world-class businesses in markets they already dominate. If you're thinking about where to position for quantum's evolution, looking at how established tech giants are integrating it might tell you more than chasing pure quantum plays.