Anthropic in Talks to Buy Decart for $6 Billion to Slash AI Infrastructure Costs
15 Sources
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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
[2]
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
[3]
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
[4]
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
[5]
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.
[6]
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
[7]
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
[8]
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
[9]
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
[10]
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
[11]
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
[12]
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
[13]
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
[14]
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
[15]
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
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Anthropic is negotiating to acquire Israeli AI startup Decart for approximately $6 billion, marking its largest deal yet. The acquisition targets Decart's chip optimization technology that could dramatically reduce Anthropic's ballooning compute expenses as it prepares for a public listing.
Anthropic Pursues Largest Acquisition to Control Spiraling Compute Costs
Anthropic is in talks to buy Decart AI for roughly $6 billion
1
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, according to multiple reports, in what would be the Claude maker's largest AI acquisition to date. The deal has not been finalized and could still fall through4
, but the target reveals Anthropic's strategic shift toward cost optimization as it prepares for a widely anticipated public listing.
Source: Finextra Research
Decart, founded in 2023 by Israeli brothers Dean and Orian Leitersdorf alongside Moshe Shalev
5
, builds software that squeezes more performance from AI chips, cutting the cost of AI training and inference. The Israeli AI startup was valued at nearly $4 billion in May after raising $300 million led by Radical Ventures5
, with backing from Nvidia, Sequoia Capital, Atreides Management, Valor Equity Partners, and Adobe Ventures. A $6 billion price tag would represent a premium of roughly 50% over that recent valuation2
.
Source: Jerusalem Post
Why Efficiency Matters More Than Flashy Features
Unlike OpenAI's $6.5 billion purchase of Jony Ive's io or SpaceX's $60 billion acquisition of Cursor
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, which focused on attracting customers through gadgets and software, Anthropic's pursuit of Decart centers on cost optimization and AI infrastructure costs. The startup's Decart Optimization Stack (DOS) is marketed as a vertically integrated inference and training platform that maximizes chip utilization across hardware-aware model design, kernel tooling, proprietary compilers, and inference optimization3
.With Anthropic's revenue potentially reaching $100 billion this year according to investors cited by the Financial Times
1
, compute expenses could hit $56 billion. PitchBook analysts estimate Anthropic's gross profit margin reached 44% in the second quarter1
. A 10% efficiency gain from AI training optimization would save approximately $5.6 billion annually1
, making the $6 billion acquisition price potentially justifiable.Decart's Technology Beyond Cost Savings
While efficiency drives the acquisition logic, Decart also develops consumer-facing AI models. Its Lucy model processes live video feeds to produce real-time footage showing people wearing clothing or accessories, addressing challenges in fashion e-commerce
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. E-commerce platform eBay is both an investor and customer. Decart's Oasis model creates synthetic environments used in robotics and self-driving technology development, demonstrated through a playable Minecraft-style world model in 20243
.
Source: Gizmodo
These generative video and world models showcase Decart's technical breadth, though the core value for Anthropic lies in DOS's ability to reduce AI chip usage costs. Anthropic pays xAI $1.25 billion per month to train and run AI models in data centers
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, making any technology that improves chip efficiency strategically valuable.Related Stories
Competitive Pressure and Market Dynamics
Anthropic faces mounting pressure as cheaper Chinese models undercut Western labs and customers increasingly prioritize price over performance. Data from corporate expenses operator Ramp shows that Fable, Anthropic's most advanced model, accounts for just 11% of business spend on Claude products, with significantly more dollars flowing to cheaper chatbots
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. As Meta and SpaceX push cheaper alternatives, margin improvement becomes critical for competing at the market's lower end.Anthropic was not the only suitor. Nvidia, SpaceX, and Amazon reportedly showed interest in Decart
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, signaling that efficiency has become a strategic asset across the AI industry. When a chipmaker, rocket company, and cloud giant all pursue the same AI startup acquisition, the market has clearly decided that cost optimization matters as much as raw capability.Strategic Timing Before Public Listing
This would mark Anthropic's fifth acquisition of the year
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and by far the largest. Anthropic confidentially filed an S-1 with the SEC in early June5
, preparing for what could be the largest IPO in AI history. The timing suggests Anthropic wants to demonstrate fiscal discipline to prospective public market investors who will scrutinize compute expenses closely.If the deal closes, Decart's team would join Anthropic's inference and performance organization
5
. Anthropic has been aggressively expanding chip and compute partnerships, including agreements to use AWS Trainium chips, Google tensor processing units, and SpaceX computing power5
. The company has also discussed leasing computing capacity from Meta in an arrangement potentially worth $10 billion over two years5
. Last week, Anthropic announced it was hiring engineers to co-design custom chips and AI models to make Claude run faster at lower cost5
.The Decart acquisition represents the other half of this equation: securing hardware capacity while simultaneously wringing more performance from each chip. For a company eyeing a public listing with investor scrutiny on profitability, buying efficiency technology sends a clear signal that Anthropic understands the AI race now rewards thrift as much as scale.
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