Decart AI

AI Infrastructure · Generative Video · Chip Optimization

Acquisition

Anthropic reportedly in talks to buy Decart AI for $6B

The startup's chip-optimization software could let a frontier AI lab squeeze more capacity from its costly GPU fleet ahead of a highly anticipated IPO.

• Anthropic is in talks to acquire AI startup Decart AI for about $6 billion, according to Bloomberg and Reuters sources; the deal is early-stage and could still fall through.
• Decart, founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev, builds AI infrastructure software plus its own models for real-time video editing (Lucy) and simulated training environments (Oasis).
• Decart's core product, the Decart Optimization Stack (DOS), helps AI workloads run more efficiently across chips from Nvidia, Amazon and Google, easing the cost of switching hardware providers.
• If the acquisition closes, Decart's team would join Anthropic's inference and performance organization rather than operate as a standalone product line.
• Decart raised $300 million in May led by Radical Ventures, with Nvidia joining as a new backer, valuing the startup at nearly $4 billion, up from $3.1 billion in August 2025.
• The talks surface as Anthropic ramps computing spending and hires chip-design engineers to make Claude run faster ahead of a widely anticipated public listing.
• The deal would mark a rare large acquisition for Anthropic and signals frontier AI labs increasingly buying infrastructure-efficiency startups, not just model talent, to stretch scarce and costly compute ahead of IPOs.