Anthropic in Talks to Buy Decart for $6 Billion to Slash AI Infrastructure Costs

Breakingviews - Anthropic's M&A algorithm optimizes for margins

NEW YORK, August 13 (Reuters Breakingviews) - Anthropic boss Dario Amodei is shopping with an accountant's eye. A potential, opens new tab $6 billion deal for Decart, as reported by Bloomberg, looks prosaic next to his AI rivals' splashiest transactions. Yet the startup's claims to squeeze more useful output from chips and models, if it works, could be a big benefit for Anthropic's growing server bill. It's a sign that, as Amodei eyes an IPO, the chatbot battle is turning to ever-harder optimizations. Decart, founded by Israeli brothers Dean and Orian Leitersdorf, is backed by investors including chipmaker Nvidia (NVDA.O), opens new tab and venture capital firm Sequoia Capital. It was last valued at $4 billion ⁠in May. Even at the reported premium, this would be a smaller deal than OpenAI's $6.5 billion purchase of iPhone designer Jony Ive's startup io, and especially SpaceX's (SPCX.O), opens new tab $60 billion pounce on vibe-coding toolmaker Cursor. While both of those acquisitions are all about attracting customers - whether through fancy gadgets or handy software - Decart is just as much about efficiency. At this stage of the race, with Anthropic's Claude Code tool turbocharging its revenue, Amodei has the luxury of focusing on optimizations. PitchBook analysts estimate the company's gross profit margin, after costs overwhelmingly comprised of compute and infrastructure, reached 44% in the second quarter. If revenue were to reach $100 billion this year, as investors now ⁠expect according to, opens new tab the Financial Times, that would imply a bill of as much as $56 billion. A 10% efficiency gain would therefore save as much as $5.6 billion a year. Cramming down costs becomes especially important if technical leadership begins to matter less to costumers. Data tracked by corporate expenses operator Ramp implies that Fable, Anthropic's most advanced model, accounts for just 11% ⁠of business spend on the company's products, with many more dollars spent on cheaper chatbots. As Meta Platforms (META.O), opens new tab and SpaceX push cheaper alternatives, Anthropic may have a tough fight at the market's low end. A $6 billion price would represent a big leap ⁠from Decart's valuation just three months ago. But computing costs are becoming, if anything, even more important in a world where customers are now trading off price and performance. This is a brutal form of competition, ⁠especially amid spiraling commitments to purchase server capacity. Amodei's deal fancy might be acknowledging that reality. Follow Karen Kwok on LinkedIn, opens new tab and X, opens new tab. Context News* Anthropic is in talks to buy Nvidia-backed startup Decart AI in a deal that could be worth around $6 billion, Bloomberg reported on August 12. Editing by Jonathan Guilford; Production by Pranav Kiran * Suggested Topics: * Breakingviews * BRVF Breakingviews Reuters Breakingviews is the world's leading source of agenda-setting financial insight. As the Reuters brand for financial commentary, we dissect the big business and economic stories as they break around the world every day. A global team of about 30 correspondents in New York, London, Hong Kong and other major cities provides expert analysis in real time. Sign up for a free trial of our full service at https://www.breakingviews.com/trial and follow us on X @Breakingviews and at www.breakingviews.com. All opinions expressed are those of the authors. Karen Kwok Thomson Reuters Karen is a columnist based in New York focusing on global technology and venture capital sectors, writing stories about artificial intelligence, fintech, and semiconductor companies. She used to cover deals in the Middle East region and global metal mining sector. Prior to Breakingviews, she was a European gas and power reporter at S&P Global Platts in London and covered funds and equities at Morningstar UK. Karen also briefly worked at Bloomberg. Born and raised in Hong Kong, she is fluent in Mandarin and Cantonese.

Anthropic is reportedly in talks to buy Decart for $6bn, its biggest deal yet

Anthropic is reportedly in talks to acquire Decart, an Israeli AI startup, for roughly $6bn, according to reports attributed to Reuters. If it happens, it would be the largest deal in Anthropic's history. The talks are not final, both companies declined to comment, and the whole thing could still fall apart. What makes the story worth pausing on is not the price but the target. Decart does not build a rival chatbot. It builds software that squeezes more work out of the same chips, cutting the cost of training and running AI models. In an era of thrift-maxxing, where cheap Chinese models keep undercutting Western labs and investors have grown wary of bottomless compute bills, that is a pointed thing to spend $6bn on. Decart was founded in 2023 by three Israeli engineers, Dean Leitersdorf, Orian Leitersdorf, and Moshe Shalev. Alongside its efficiency work, it has a flashier side in generative video and world models, showcased in its Oasis demo back in October 2024. But it is the unglamorous chip-efficiency layer, the part that quietly lowers the electricity bill, that fits Anthropic's current preoccupations rather than the eye-catching video tricks. The price tag reflects a rapid re-rating. Decart was valued at $3.1bn a year ago, in August 2025, then nudged towards $4bn this May after a $300m round led by Radical Ventures. A $6bn deal would mark a premium of roughly 50% over that most recent mark, which is a brisk climb for a two-year-old company. Anthropic, for its part, is operating on a different scale entirely. Its own valuation has ballooned to somewhere around $965bn after its most recent mega-round, and in early June it confidentially filed an S-1 with the SEC, the paperwork that precedes a public listing. This would be its fifth acquisition of the year, following at least four smaller ones, but by far the biggest, and the timing so close to a listing is unlikely to be a coincidence. The logic is not hard to read. Anthropic is locked in the same compute arms race as everyone else, and the cost of that race is the number every prospective public-market investor will scrutinise most closely. Buying a company whose entire purpose is to make each chip go further is a way of shoring up the infrastructure and controlling costs before the books go on display. It is a rare and rather European sort of moment, an AI leader spending big precisely so that it can spend less, and betting that thrift, not sheer size, is what the market now wants to see. That instinct is already visible elsewhere in Anthropic's dealmaking. It recently signed a multi-year GPU deal with CoreWeave to run Claude at production scale, part of a wider scramble to lock in capacity on terms it can live with. An efficiency acquisition would be the other half of the same equation, wringing more from the hardware it is busy securing. Anthropic was not the only suitor circling, either. Nvidia, SpaceX, and Amazon were all reportedly interested in Decart, which tells you the market has decided efficiency is now a strategic asset in its own right rather than a nice-to-have. When the chipmaker itself, a rocket company, and a cloud giant are all sniffing around the same startup, the thesis is no longer niche. There is a tidy irony in all of this. The frontier labs spent years insisting that the path to better AI ran through ever-larger models and ever-larger data centres. Now, with an IPO in view and a cost-conscious market rewarding thrift, one of the loudest champions of scale is reportedly willing to pay a record sum to get smaller, cheaper, and leaner.

Anthropic Is Reportedly Looking to Buy This Seemingly Un-Anthropic-Like Startup

In one of those anonymously-sourced Bloomberg articles you can't help but suspect might exist solely to help out one or another side in an ongoing negotiation, it's being reported that Anthropic might soon buy the AI lab Decart for roughly $6 billion. Decart doesn't promote itself via the sort of drab, enterprise-focused coding and productivity tools you may associate with the home of Claude Code. Anthropic has never released an image generator, let alone a Sora-style video generator. Instead, it releases austere, hand-wringing blog posts, and plugins that attempt to make paralegals obsolete. But Decart, it seems, likes to party: So why would Anthropic hypothetically be interested in buying this? You have to understand what's under the hood. Decart promotes itself as the creator of Lucy, Oasis, and DOS (No, not that DOS. Go take your Lipitor if you thought that). Lucy is a video model that accomplishes what you might call "deepfake passes" in real-time, changing faces and other details in high-quality live video. Oasis is marketed as an interactive world model, which you might recall seeing way back in 2024 when it generated what was effectively a playable version of Minecraft from image inputs. DOS is the engine that drives Lucy and Oasis, and that's evidently what interests Anthropic. The name stands for Decart Optimization Stack. Decart calls it "A vertically integrated inference and training platform for real-time AI workloads, spanning hardware-aware model design, kernel tooling, proprietary compilers, and inference optimization." You could say compute is getting pretty expensive for Anthropic. For example, Anthropic pays xAI $1.25 billion per month to train and/or run AI models in its enormous data centers. Decart claims that DOS "squeezes every ounce of performance from every chip, across inference, training and hardware so AI teams can run faster, cheaper and at higher utilization." That could, if its real, be worth $6 billion to a company eyeing the largest IPO of all time. Note that the story is sourced to "people familiar with the matter," and Bloomberg says the deal could still crumble.

Anthropic in talks to buy Decart AI, source says

Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. Here are some details: Reporting by Sumedha Mukherjee and Akanksha Khushi in Bengaluru; Editing by Sonia Cheema Our Standards: The Thomson Reuters Trust Principles., opens new tab

Anthropic in talks to acquire Israeli AI startup Decart for $6 billion

Anthropic is in talks to acquire Decart AI for roughly $6 billion, according to Bloomberg. The deal has not been finalized and could fall through, Bloomberg said. Decart develops world models alongside software designed to lower AI training expenses by improving how efficiently chips are utilized. That capability could allow Anthropic to get more out of its current infrastructure as demand grows. If the deal closes, Decart's team would join Anthropic's inference and performance organization. Founded in 2023 by Israeli brothers Dean and Orian Leitersdorf and Moshe Shalev, Decart has also developed AI models with consumer-facing applications. The company's Lucy model processes live video feeds to produce real-time footage showing people wearing clothing or accessories, addressing a longstanding challenge in fashion e-commerce. E-commerce platform eBay is both an investor in and a customer of the company. Decart's Oasis model is built to create synthetic environments used in the development of robotics and self-driving technology. In May, Decart raised $300 million in a funding round led by Radical Ventures, with Nvidia $NVDA, Atreides Management, Valor Equity Partners, and Adobe $ADBE Ventures joining. That round valued the startup at nearly $4 billion, up from $3.1 billion in August 2025. A $6 billion deal would represent a premium of roughly 50% over that valuation, according to The Next Web. The acquisition would be Anthropic's largest to date and would mark its fifth of the year, according to The Next Web. Anthropic, which submitted a confidential S-1 filing to the SEC in early June in preparation for a widely anticipated IPO, has been directing significant resources toward compute capacity as it expands its product offerings and customer base. Anthropic has been expanding its chip and compute partnerships to address capacity constraints. It has previously agreed to use Amazon $AMZN Web Services' custom Trainium chips in a long-term arrangement, announced plans to use Google $GOOGL's tensor processing unit chips, and reached a deal with SpaceX for computing power. The company has also been in talks to lease computing capacity from Meta $META in an arrangement that could be worth as much as $10 billion over two years, according to the New York Times. Last week, Anthropic said it was hiring engineers to help co-design custom chips and AI models to make its Claude models run faster and at lower cost. Representatives for Anthropic and Decart declined to comment.

Anthropic said in talks to buy startup Decart for $6 billion | Fortune

Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Decart makes so-called world models, which aim to simulate the physical world, as well as software that can reduce the cost of training AI by helping chips work more efficiently. The latter tech could help Anthropic's existing infrastructure absorb more demand, according to a person familiar with the matter. Anthropic, which rarely makes large acquisitions, has been spending heavily on computing power to develop new products and serve customers. The deal has not been finalized and talks could fall through, said some of the people, who asked not to be identified discussing private negotiations. If completed, it would mark Anthropic's largest known acquisition, ahead of a hotly anticipated initial public offering. Decart's team would join Anthropic's inference and performance organization, one of the people said. Decart's world models are aimed at helping businesses in a range of applications including autonomous driving and e-commerce. Its Lucy AI model, for instance, can take in live video of a person and use it to generate a real-time, high-resolution video that makes it look like the person is actually trying on a dress or a bag -- a task that long bedeviled fashion e-commerce tech developers. Realistic rendering of fabrics has long been a sticking point. E-commerce platform eBay Inc., an investor in the company, is also a Decart customer. Decart's ability to use AI to modify live video feeds instantly is indicative of high-quality infrastructure talent, one of the people said. Representatives for Anthropic and Decart declined to comment. Decart said in May it raised $300 million in a funding round led by Radical Ventures, with Nvidia Corp., Atreides Management, Valor Equity Partners and Adobe Ventures joining the round. Prior investors Sequoia Capital, Benchmark and Zeev Ventures also participated. The round valued the startup at almost $4 billion, the Wall Street Journal reported, up from $3.1 billion in August 2025. The startup was founded in 2023 by three Israeli engineers, brothers Dean and Orian Leitersdorf and Moshe Shalev. During an interview on stage with Bloomberg News at the Raise AI conference in Paris in July, Chief Executive Officer Dean Leitersdorf said the company trains its AI on text and millions of hours of video to get a grasp of simulating real-world properties of physics. He said Decart's technology is being used for live streaming on online platforms like Twitch, TikTok, and YouTube by influencers such as CodeMiko, as well as by advertising companies and others. "I really can't imagine being in any other market," he said at the time. "This market is moving so fast. We get to reinvent every different aspect of the economy in the next 18 to 24 months." The Israeli business media outlet Calcalistech reported that Decart was also in talks to be acquired by SpaceX; billionaire Elon Musk called the report "fake news" on his X social media platform. OpenAI and Anthropic have each committed to spending tens, if not hundreds, of billions of dollars on data centers stocked with costly chips. Increasingly, the firms are relying on hardware from a mix of providers to meet their surging computing needs. Those expenses, which they say are necessary to build and support cutting-edge models, may also weigh on the AI startups as they prepare to make their Wall Street debuts in the coming months.

Anthropic's Biggest Acquisition Could Be a $6 Billion Bet on Making Claude Run Faster

Anthropic is in talks to buy three-year-old AI startup Decart for about $6 billion, a deal that would be the Claude maker's largest reported acquisition-and make Decart roughly 60 times as valuable as it was less than two years ago. The talks are early and could still fall apart, Bloomberg reported Thursday. According to Reuters, Decart's employees would likely join Anthropic's inference and performance organization, which works on making Claude faster and more efficient when it runs, if a deal closes. That prospective landing spot points to what Anthropic may be buying: technology designed to get more computing power from the chips it already has. Decart co-founder and CEO Dean Leitersdorf has built the company around making AI hardware more efficient. Its first enterprise product, software for optimizing GPU workloads, was already generating millions of dollars in revenue by late 2024. Its Decart Optimization Stack, or DOS, now aims to improve AI training and inference across Nvidia GPUs, Google TPUs, and Amazon Trainium, as well as make it easier to move workloads among them. One key measure of AI-chip efficiency, known as MFU, tracks how much of a chip's theoretical computing power an AI workload actually uses. "If you can raise MFU from ~25% to ~50%, it effectively doubles the usable compute capacity of an existing fleet without adding more chips or drawing more power," Vijay Janapa Reddi, a Harvard professor of electrical engineering who studies machine-learning systems and computer architecture, told Inc. "At gigawatt scale, where infrastructure involves tens of billions in capital expenditure, that translates into billions of dollars in unlocked capacity," he said.

Anthropic in talks to purchase Decart AI

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The deal is reportedly worth around $6 billion, sources reported to Bloomberg. Nvidia-backed Decart develops its own AI models, which can support Anthropic's plans for growth. Decart's Lucy model can edit videos in real-time, and it's Oasis physical AI model is deisned to simulate environments to train robots and self-driving vehicles. Anthropic, which developed AI chatbot Claude, are preparing to launch their IPO, and seeking out deals that could optimise its impact. As of August 2, Anthropic's Claude includes invisible watermarks in AI-generated content. The new feature was developed by the company in efforts to reportedly improve transparency, but has caused controversy among users who use AI to edit and summarise their own original content, and raises questions about authorship and accountability. Last month, Anthropic joined the UK's Financial Conduct Authority (FCA)'s Supercharged Sandbox to experiment with AI use cases.

Anthropic: Anthropic in talks to buy startup Decart AI for $6 billion

Decart's software can reduce the cost of training artificial intelligence models by helping chips work more efficiently. That technology could help Anthropic's existing infrastructure absorb more demand, according to a person familiar with the matter. Anthropic, which rarely makes large acquisitions, has been spending heavily on computing power to develop new products and serve customers. Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. The deal has not been finalized and talks could fall through, said some of the people, who asked not to be identified discussing private negotiations. If finalized, it would mark Anthropic's largest known acquisition ahead of a hotly anticipated initial public offering. Decart's software can reduce the cost of training artificial intelligence models by helping chips work more efficiently. That technology could help Anthropic's existing infrastructure absorb more demand, according to a person familiar with the matter. Anthropic, which rarely makes large acquisitions, has been spending heavily on computing power to develop new products and serve customers. Decart's team would join Anthropic's inference and performance organization, one of the people said. Decart also focuses on generative video, using so-called world models capable of modifying live video feeds instantly -- work that is indicative of high-quality infrastructure talent, the person said. Representatives for Anthropic and Decart declined to comment. Decart said in May it raised $300 million in a funding round led by Radical Ventures, with Nvidia Corp., Atreides Management, Valor Equity Partners and Adobe Ventures joining the round. Prior investors Sequoia Capital, Benchmark and Zeev Ventures also participated. The round valued the startup at almost $4 billion, the Wall Street Journal reported, up from $3.1 billion in August 2025. The startup was founded in 2023 by three Israeli engineers, brothers Dean and Orian Leitersdorf and Moshe Shalev. OpenAI and Anthropic have each committed to spend tens, if not hundreds, of billions of dollars on data centers stocked with costly chips. Increasingly, the firms are relying on hardware from a mix of providers to meet their surging computing needs. Those expenses, which they say are necessary to build and support cutting-edge artificial intelligence models, may also weigh on the AI startups as they prepare to make their Wall Street debuts in the coming months.

Anthropic Weighs Its Largest-Ever Acquisition, a $6 Billion Deal for Decart

Anthropic is holding discussions regarding a potential acquisition of artificial intelligence startup Decart AI for approximately $6 billion. The potential deal would be Anthropic's largest acquisition to date and would boost the company's existing computing infrastructure, allowing it to handle greater demand, sources familiar with the matter told Bloomberg. The Decart team would join Anthropic's inference and performance organization, though sources cautioned that the deal is not finalized and could be subject to change or ultimately fall through. Decart was co-founded in 2023 by Dean Leitersdorf, Moshe Shalev, and Orian Leitersdorf. The firm, headquartered in San Francisco, specializes in real-time, low-latency generative video and interactive world models like Oasis and Lucy, alongside the Decart Optimization Stack (DOS). In May, the company raised $300 million in its Series B funding round, led by Radical Ventures and Jordan Jacobs, bringing its total funding to more than $450 million. Nvidia Corp, Valor Equity Partners, Adobe Ventures, and Atreides Management joined the funding round. Existing investors Sequoia Capital, Benchmark and Zeev Ventures were also involved. The funding round pushed Decart's valuation to nearly $4 billion, up from $3.1 billion in August 2025, the Wall Street Journal reported. Bloomberg added that Israeli media outlet Calcalistech had reported that Decart was allegedly holding discussions with SpaceX regarding an acquisition; however, Elon Musk refuted the claim on X, calling it "fake news." Anthropic is on the brink of a market debut, with a reportedly predicted valuation of $2 trillion or more in its forthcoming October IPO. Supporters of Anthropic say strong demand for its advanced AI models and tools warrants the lofty expectations, forecasting that the company's annual revenue could reach $100 billion to $120 billion by the end of 2026, more than a tenfold increase over the year. CNBC commentator Jim Cramer defended Anthropic's reported $2 trillion IPO valuation, arguing it's justified by strong revenues rather than indicative of a market bubble. Cramer pushes back against "out of hand" criticism by focusing on revenue growth and highlighting sustainable high multiples for fast-scaling AI companies. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Anthropic in talks to acquire Israeli AI startup Decart for $6 billion

Anthropic is in talks to acquire the Nvidia-backed artificial intelligence startup Decart AI. The deal, estimated at around $6 billion, could mark Anthropic's largest acquisition to date, according to a Bloomberg report. Decart develops AI infrastructure and optimization technologies, as well as independent models. The company's software helps chips operate more efficiently, which could lower training costs for AI models and assist Anthropic in handling growing demand and resulting compute capacity constraints. Among Decart's developments are the Lucy model, which enables real-time video editing, and the Oasis model, which generates simulation environments for training and testing robotics and autonomous driving systems. Last May, Decart raised $300 million in a funding round led by Radical Ventures, with participation from Nvidia alongside additional investors including Adobe Ventures, Sequoia Capital, and Benchmark. The funding was completed at a company valuation of nearly $4 billion. The company was founded by Dean Leitersdorf and Moshe Shalev. If the deal goes through, Decart's workforce is expected to join Anthropic's inference and performance division. The move comes as Anthropic prepares for an initial public offering (IPO) and amid massive investments of tens of billions of dollars by its competitors in data center infrastructure. However, discussions are only in early stages, and the deal may still not materialize. A representative for Anthropic declined to comment on the report, and Decart did not provide a response.

Anthropic Pursues $6 Billion Decart Deal to Cut AI Costs | PYMNTS.com

The deal would be Anthropic's largest known acquisition and would help the company's computing infrastructure keep up with the surging adoption of the firm's software, according to the report. Decart also builds world models that are designed to simulate the physical world and help businesses with applications such as autonomous driving and eCommerce. In eCommerce applications, the company's Lucy AI model is used to enable customers to virtually try on apparel and accessories, per the report. The talks on a potential acquisition are ongoing, and the deal could fall through, the report said. Neither Anthropic nor Decart immediately replied to PYMNTS' request for comment. Decart emerged from stealth with $21 million in seed funding in October 2024, describing itself as "an efficiency-focused AI research lab." Decart then raised $32 million in a Series A round announced in December 2024, and $300 million in a Series B round announced in May. When announcing its Series B in May, Decart described its product lines as DOS, an inference and training stack that enables agents and reasoning models to run smarter and faster; Lucy, a world model for immersive experiences; and Oasis, a world model for physical AI. Decart CEO and Co-Founder Dean Leitersdorf said in a May press release that world models move AI from the virtual world to the physical world. "Once systems can understand and operate within the physical world, the range of what becomes possible expands dramatically -- from robotics and autonomous systems to entirely new forms of commerce and live experience," Leitersdorf said. "The most immediate test is what happens when you put it in front of a game designer, an advertiser or an engineer building a robot -- and watch what they reach for." It was reported Thursday that investors expect Anthropic to pursue a valuation of at least $2 trillion in an October initial public offering, a level that would make it the largest stock-market debut in history.

Anthropic in Talks to Acquire NVIDIA-Backed Decart AI: Report

Anthropic is reportedly in discussions to acquire Decart AI, an NVIDIA-backed startup that develops AI infrastructure and optimization technology. If successful, the deal could be worth around $6 billion, according to reports. The potential acquisition comes as Anthropic looks to expand its computing capacity and accommodate the growing demand for its AI services. Decart develops technology designed to improve the efficiency and . The startup also develops its own AI models, including Lucy, which can edit live video in real time. Another project, Oasis, creates simulated environments that can be used to train and test robotics and autonomous-driving systems. These capabilities could give Anthropic additional expertise as it works to improve the speed and efficiency of its own AI products. According to reports, Decart's team could join Anthropic's inference and performance organization if the acquisition goes ahead. However, the discussions are still at an early stage. Anthropic is also preparing for , making additional infrastructure and performance capabilities increasingly important.

Anthropic in talks to buy AI startup Decart for about $6 bln - Bloomberg By Investing.com

Investing.com-- Anthropic is in talks to acquire artificial intelligence startup Decart AI for about $6 billion in a deal that would be the AI firm's largest known acquisition if completed, Bloomberg News reported on Wednesday, citing people familiar with the matter. The discussions are ongoing and could fall apart, the report said. Get real-time updates on market-moving news with InvestingPro -- at 55% off now Decart develops software that helps chips operate more efficiently, potentially reducing AI model training costs and helping Anthropic handle rising demand for computing power. Its team would join Anthropic's inference and performance organization, according to Bloomberg. The startup also works on generative video and "world models" capable of modifying live video feeds in real time. Decart was founded in 2023 by Israeli engineers Dean and Orian Leitersdorf and Moshe Shalev. In May, it raised $300 million in funding at a valuation of nearly $4 billion, Bloomberg reported, with investors including Nvidia (NASDAQ:NVDA), Adobe Ventures, Sequoia Capital and Benchmark. Anthropic and rival OpenAI are committing tens of billions of dollars to data-center infrastructure as AI computing demand surges.

Anthropic in talks to buy Decart AI, source says

Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source familiar with the matter, as the Claude maker explores acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg News, which first reported the news on Wednesday, said a deal could be worth about $6 billion, citing sources. Here are some details: o Decart, which develops AI infrastructure and optimization technology as well as its own AI models, could help Anthropic absorb more demand, the source said. o An Anthropic spokesperson declined to comment, while Decart did not immediately respond to Reuters request for comment outside regular business hours. o Decart's Lucy model can edit live video in real time, according to the company's website. It has also developed Oasis, a model that generates simulated environments to train and test robotics and autonomous-driving systems. o The deal is in an early stage, and if completed, Decart's team would join Anthropic's inference and performance organization, the source added. o Decart said in May it raised $300 million in a funding round led by Radical Ventures, with Nvidia joining as a new investor. o The deal comes as Anthropic prepares for a mega IPO, moving aggressively to grow its computing power and overcome capacity constraints for its services. o The company said last week it was hiring engineers with experience across the hardware and software stack to help co-design custom chips and AI models that can make Claude run faster and more efficiently. (Reporting by Sumedha Mukherjee and Akanksha Khushi in Bengaluru; Editing by Sonia Cheema)