Anthropic Eyes $6 Billion Decart AI Acquisition to Slash Compute Costs Before IPO

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 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: 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 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 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)