Amazon is in talks to acquire Decart, the Tel Aviv-founded AI startup whose software helps developers run models across different processors, in a deal that could value the company at approximately $7 billion1,6,11. The Wall Street Journal, citing people familiar with the matter, reported that a deal could close in the coming days, though negotiations could still collapse or another bidder could emerge2,3.
The potential price represents a sharp increase from Decart's most recent private valuation of nearly $4 billion, set in a May funding round that raised $300 million and was led by Radical Ventures. Decart has raised more than $400 million in total from investors including Nvidia Ventures, Adobe Ventures, Sequoia Capital, and Benchmark.
A third suitor in four months
Amazon is at least the third major technology company to pursue Decart since mid-2026. Nvidia entered exclusive acquisition talks first but lost out when Decart's founders, brothers Dean and Orian Leitersdorf and Moshe Shalev, chose a competing bid from Anthropic10. Anthropic had been in discussions to acquire Decart at a valuation of roughly $6 billion but pulled out in September after conducting due diligence9. SpaceX and cloud computing firm Nebius were also linked to interest in Decart, though Elon Musk publicly denied that SpaceX was negotiating.
Decart was founded in 2023 and is based in San Francisco, with Israeli roots. Its core product, called DOS, optimizes neural networks to run on specific processors, allowing developers to move AI training and inference workloads between chips more easily. The startup also develops AI models capable of generating and simulating three-dimensional environments, with potential applications in robotics, gaming, and autonomous driving4.
Amazon's chip strategy
The acquisition would fit Amazon's broader push to build out alternatives to Nvidia's GPU dominance in AI infrastructure. Amazon has already given Decart early access to its proprietary Trainium chips, making the company a strategic customer before any acquisition. Decart's chip-portability software could strengthen the case for Amazon Web Services customers to adopt Trainium processors rather than defaulting to Nvidia hardware7.
ANALYSIS The deal's trajectory, from Nvidia's initial pursuit to Anthropic's withdrawal to Amazon's current bid at a higher valuation, indicates that Decart's chip-abstraction technology commands persistent buyer interest even as individual acquirers have dropped out. The rising price tag, from ~$6 billion under Anthropic to ~$7 billion under Amazon, reflects that dynamic.
No final agreement has been announced, and neither Amazon nor Decart has commented publicly.