Amazon Reportedly in Talks to Buy AI Startup Decart for Around $7 Billion
Amazon is reportedly negotiating to acquire San Francisco-based AI startup Decart for about $7 billion, according to a Wall Street Journal report. Decart makes software that lets AI workloads run across different processor types and also develops simulation and video-generation models. The possible deal comes as Amazon expands its custom chips and cloud infrastructure, with roughly $220 billion in planned 2026 capital spending.
Decart, launched in 2023 in San Francisco, was started by Israeli engineers Dean and Orian Leitersdorf and Moshe Shalev. Venture backers include Sequoia Capital, Benchmark and Radical Ventures, and the company had raised over $400 million. Its valuation approached $4 billion in May, so a $7 billion price would mark a sharp step up.
The startup’s Lucy model edits live video, while Oasis builds simulated settings for robotics and autonomous driving. Amazon reportedly gave Decart early access to Trainium3 in 2025. Talks remain open; Amazon has not commented, and no agreement, funding plan or closing schedule has been made public.
If completed, the deal could affect AI developers, cloud customers, chipmakers and robotics researchers. Easier movement across processors may reduce technical barriers, potentially giving users more flexibility and influencing cloud pricing. Decart’s simulation tools could speed autonomous-driving and robotics testing. At the same time, a large acquisition by a major cloud provider may raise questions about market concentration and how much independent AI startups can scale. The outcome remains uncertain, and any societal effects would depend on how Amazon integrates the technology and whether rivals respond.