Overview
- The Wall Street Journal reported on Sunday that Amazon is negotiating to acquire Decart for roughly $7 billion, but talks are ongoing and no agreement has been signed.
- Decart’s core product is the Decart Optimization Stack (DOS), a software layer that helps developers run the same AI models on Nvidia GPUs, Google TPUs, and Amazon’s Trainium chips.
- Anthropic previously explored buying Decart for about $6 billion and withdrew after due diligence, showing other buyers have inspected the company closely before Amazon entered talks.
- Customers and rivals say the biggest question is whether DOS would stay neutral if Amazon owns it, because AWS could steer optimizations or incentives toward Trainium over competing hardware.
- The reported price is about 75% above Decart’s May valuation and reflects pressure from tight chip supply; watchers will track due diligence, any competing bids, and whether AWS keeps cross‑chip support.