The Pulse
Amazon Weighs a Reported $7 Billion Decart Acquisition
The Wall Street Journal reports that Amazon is in talks to acquire AI startup Decart in a deal that could be valued at around $7 billion. Decart’s own materials describe a business spanning software for AI-chip efficiency, live video and wo
AI.info Team · Written with AI ·
Amazon is in talks to acquire artificial-intelligence startup Decart in a deal that could be valued at around $7 billion, The Wall Street Journal reported, citing people familiar with the matter. The report describes negotiations, not a completed acquisition. It identifies Decart’s software for switching between AI chips as a key part of the company’s business.
“San Francisco-based Decart’s software makes it easier for developers to switch between different AI chips, a capability that is becoming increasingly important as companies race to secure more computing power.”
The Wall Street Journal reporters Kate Clark and Lauren Thomas
A deal report centered on chip flexibility
The Journal’s report places Decart’s chip-switching software within the broader effort by companies to secure computing capacity. Decart’s May 2026 announcement describes its Decart Optimization Stack, or DOS, as an inference and training platform for AI models, agents and other workloads. The company says DOS is designed to run across hardware that includes Nvidia GPUs, Google TPUs and Amazon Trainium chips.
In that announcement, Decart reported that DOS 2.0 could deliver more than 1,600 tokens per second for agentic inference, compared with an industry average of around 200, and video and world-model inference of up to 100 frames per second. Those figures are Decart’s own published performance claims; the company announcement does not independently validate them.
Amazon is already a Decart customer
Decart’s May announcement also identified Amazon as a strategic customer and described a commercial agreement and joint go-to-market work with Amazon Web Services. The company said it had worked with AWS teams, including Annapurna Labs, and had deployed real-time AI models on Trainium. That existing relationship is separate from the acquisition discussions reported by the Journal; the public company announcement does not say that the partnership led to or guarantees a deal.
The same announcement describes three product lines: DOS, the infrastructure software; Lucy, which Decart calls its world model for immersive experiences; and Oasis, its world model for physical AI. Decart says Lucy is aimed at applications including gaming, commerce, streaming and advertising, while Oasis is designed for real-time simulation relevant to robotics and other physical-AI uses. The company presents the products as connected: Lucy and Oasis are powered by DOS.
Financing provides a valuation reference
In May, Decart announced a $300 million funding round led by Radical Ventures, with other investors including Nvidia, Atreides Management, Valor Equity Partners, Adobe Ventures, Toyota Ventures and eBay Ventures. Radical Ventures says it led that round at a $4 billion valuation. That financing figure offers a reference point for the reported possible $7 billion deal value, but the two numbers describe different events: one is a valuation attached to a completed financing, while the other is a potential value for negotiations described by the Journal.
The report does not establish a final purchase price, transaction terms or outcome. It also does not specify which Decart product or capability would be the main focus of any acquisition. For now, the public record combines the Journal’s account of talks with Decart’s published description of a business that already works with Amazon on AWS infrastructure and sells software intended to help AI systems run across different chips.