Amazon in talks to buy Decart for about $7 billion, WSJ reports

Amazon.com Inc. is in talks to acquire Decart, an Israeli-founded AI startup whose software helps developers move AI workloads between different chips, in a deal that could be valued at around $7 billion, The Wall Street Journal reported on Sunday, October 11, 2026, citing people familiar with the matter.

The reported figure would be a premium of roughly 75% on the nearly $4 billion valuation Decart carried after its last round in May 2026. A Reuters wire report, syndicated by WMBD radio, said it could not immediately verify the figure and that Decart and Amazon did not respond to requests for comment. The Jerusalem Post reported that Amazon declined to comment outside regular business hours and Decart did not respond. Neither company has confirmed an agreement.

Decart was founded in 2023 by brothers Dean and Orian Leitersdorf and Moshe Shalev, Calcalist reported. It sells DOS, the Decart Optimization Stack, which the company says on its own site is built across Nvidia, AWS Trainium and Google TPU accelerators and lets teams run workloads faster and more cheaply on hardware they already own. That chip-portability layer matters to Amazon, which builds its own Trainium chips as an alternative to Nvidia. AWS gave Decart early access to Trainium3 in 2025, the Journal reported, and Decart appears on Amazon's own list of Trainium customers alongside Anthropic and Databricks. AWS's Trn3 UltraServer page describes Trainium3 as AWS's first 3nm AI chip, rated at 2.52 petaflops of FP8 compute with 144 GB of HBM3e memory.

Decart also builds two model lines. Lucy is a real-time video model that edits and transforms live footage as it streams; Decart shipped Lucy 2 on January 26, 2026, and Lucy 2.5 on July 16, 2026, which it says generates live at 30 frames per second, according to its blog. Oasis is a world model for physical AI: the original Oasis, an interactive AI video demo, shipped on October 31, 2024, and Oasis 3, announced on June 10, 2026, generates simulated driving environments to train and test robotics and autonomous-driving systems, at under 200 milliseconds of latency.

The talks cap a fluid sale process. Calcalist reported that Nvidia first pursued an acquisition and that Anthropic became the preferred bidder in August 2026, then walked away in September after due diligence, a decision Calcalist examined without establishing a public reason. Bloomberg reported that Anthropic had explored a deal at potentially $6 billion, and Amazon's roughly $7 billion figure sits inside the $6 billion to $7 billion range Anthropic had discussed.

For Amazon, a purchase at that size would rank among its largest recent deals. It bought the film and television studio MGM for about $6.5 billion in 2022 and announced an approximately $11 billion deal for the satellite company Globalstar this year, Calcalist reported. Decart raised $300 million in May 2026 in a round led by Radical Ventures, with Nvidia joining as an investor, and has raised approximately $450 million in total, Calcalist reported. Before that it raised $100 million at a $3.1 billion valuation in August 2025, per its blog.

If Amazon closes a deal, Decart's real-time video and world-model work would sit inside a company that also sells the chips and cloud those models run on, which could tie the tools more tightly to AWS and Trainium pricing. That is conditional. The talks could still fall apart or draw another suitor, and neither company has commented.

The next signal is confirmation: the Journal reported a deal could come together soon, but it could also collapse or attract another bidder, and neither Amazon nor Decart has said anything on the record.