As of October 12, 2026, Amazon was reportedly negotiating to acquire Decart for around $7 billion—not announcing a completed acquisition—and Reuters explicitly said it could not immediately verify The Wall Street Journal’s October 11 report.
2 A deal could reportedly be signed soon, but negotiations remained unfinished and could still collapse or be displaced by another buyer.
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What the reporting supports
- Technology: Decart develops software that helps developers run AI workloads across different chips, making workload portability a central part of the acquisition rationale.
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- Valuation: Decart reportedly raised $300 million in May 2026 at roughly a $4 billion valuation.
3 The proposed $7 billion price would therefore represent approximately a $3 billion increase, or a 75% premium to that valuation—an arithmetic comparison, not a confirmed transaction premium.
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- Founding: Available reporting identifies Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev as Decart’s founders in 2023, and describes the company as Israeli-founded.
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- Anthropic discussions: Anthropic previously explored an approximately $6 billion acquisition before withdrawing in September after due diligence.
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15 The intended placement of Decart’s team in Anthropic’s inference and performance organization appears in the available evidence, but its explicit support here is a LinkedIn summary rather than a primary announcement or directly available high-authority report.
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- Existing Amazon relationship: Ctech describes Amazon as an existing strategic partner; separate reporting describes Decart as an Amazon customer running its video technology on Amazon infrastructure.
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8 That supports an existing relationship, but does not by itself establish precisely how Amazon internally uses Decart’s software.
Strategic implications—and the verification gaps
- Potential benefit, as analysis: Software that makes AI workloads portable could reduce the effort required to move customers onto alternative processors and improve the economics of running those workloads. That is a plausible strategic implication of Decart’s reported cross-chip capability, rather than a disclosed Amazon acquisition plan.
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- Hardware-neutrality challenge, as analysis: If AWS owned such software while favoring Trainium, it would face a tension between optimizing for its own processors and maintaining customers’ confidence that competing hardware receives comparable support. The available evidence does not establish Amazon’s intended product policy, performance benefits or neutrality commitments.
- Insufficient evidence for several requested details: The supplied results do not adequately verify Radical Ventures’ leadership of the May round; that Dean and Orian are brothers and Israeli engineers; that Nvidia’s advanced talks collapsed specifically because of higher offers; the identification of Nebius and SpaceX as buyers and Elon Musk’s subsequent denial; or a documented shift from primarily Nvidia GPUs toward closer Amazon collaboration.
The key distinction is between reported negotiations and an agreed transaction: the possible timing and $7 billion valuation were attributed to sources familiar with the talks, while Reuters’ account was expressly not independent verification.
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