Decart

AI · Video Generation · Israel Tech

Acquisition

Decart reportedly nearing $6B-$7B sale as SpaceX, Amazon circle

A near-final Nvidia deal reportedly fell apart when a bigger bidder appeared, showing how fast compute giants outbid each other for frontier AI talent.

• Decart is in advanced talks to be sold for roughly $6-7 billion, according to CTech, after a bidder topped an earlier Nvidia offer; no buyer has been confirmed and Decart declined to comment.
• Founded in Tel Aviv in 2023, Decart builds real-time 'world models' — AI systems that generate interactive video and simulated environments frame by frame, including the Oasis, Mirage and Lucy products.
• SpaceX, Amazon and cloud company Nebius are reportedly among the parties interested, with Nvidia the only bidder confirmed to have held direct talks before being outbid.
• The talks come roughly three months after Decart raised $300 million at a $4 billion valuation in May, when it became Israel's first AI-focused unicorn.
• Elon Musk has followed Decart since 2024's Oasis game and has stayed in contact with co-founder Dean Leitersdorf; SpaceX raised $75 billion in its IPO last month and then acquired Cursor for $60 billion to build out AI infrastructure.
• A signed deal would let Decart's founders trade independence for a strategic buyer's compute and distribution just months after investors priced them as an independent unicorn, underscoring how quickly frontier AI labs are being absorbed by infrastructure giants.