Overview
- Multiple outlets reported on Sunday that Amazon is negotiating to buy Decart for roughly $7 billion but no agreement has been signed and due diligence remains underway.
- Decart’s main product is the Decart Optimization Stack, a software layer that makes AI models run faster or cheaper on different hardware such as NVIDIA GPUs, Google TPUs, and Amazon Trainium.
- The startup also builds models called Lucy and Oasis, which target real-time video and interactive world-model uses, and the company has raised over $450 million since its 2023 founding.
- Anthropic and NVIDIA previously showed interest and Anthropic reportedly dropped a potential roughly $6 billion offer after due diligence in September, so observers say the outcome of Amazon’s diligence is decisive.
- Industry watchers warn that an Amazon acquisition could alter DOS’s cross-platform support and change bargaining power in a tight global chip market, with customers wanting clear commitments on neutrality and access.