Amazon is in talks to buy Decart for around $7 billion, the Wall Street Journal says. A deal could come together soon if the talks hold and no other buyer steps in. Neither company has confirmed the talks.
The price sits well above the last round, and Amazon isn't the first buyer in line. Calcalist says the Israeli-founded startup raised $300 million in May at a valuation of nearly $4 billion, in a round led by Radical Ventures, with Nvidia joining. Brothers Dean Leitersdorf and Orian Leitersdorf and Moshe Shalev started Decart in 2023, and the company has raised about $450 million in all. The sale on the table is still open.
What Amazon would be buying is software that moves AI work between chips. Decart's site describes an optimization stack that runs across Nvidia GPUs, Amazon Trainium, and Google TPUs. The models on that stack include Lucy, which edits video in real time, and Oasis, which generates simulated environments for robotics and self-driving training. Amazon Web Services was already a customer and gave Decart early access to Trainium3 in 2025. Bringing that work inside Amazon would make Trainium easier to choose while Amazon pitches its own chips as an alternative to Nvidia. Decart's commercial business is still much smaller than the price being discussed. The pitch itself is practical. You get more work out of the chips you already rent, and you can move a job when one vendor gets expensive.
Who already walked away
Nvidia was close to buying Decart in August, until a competing offer showed up. Anthropic took the next turn. Bloomberg put those talks at about $6 billion, with due diligence done and the purchase declined in September. The reason hasn't been made public. A purchase around $7 billion would rank among Amazon's larger deals in recent years. It paid about $6.5 billion for MGM in 2022.
If you build on AWS, watch whether the tools that move a workload onto Trainium stay a partner product. Today they come from a startup that also supports Nvidia and Google chips, so you can still shop that portability. If Amazon owns Decart, the same tools can become a first-party reason to stay on Trainium. Until there's a signature, keep the workload movable yourself, and hold off on a migration that assumes this deal closes.
Photo: T. Slovinský / NOIRLab/NSF/AURA / Wikimedia Commons, CC BY 4.0.
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