Anthropic's $6 Billion Decart Acquisition: What We Know About the Deal Reshaping AI Infrastructure

Decart AI — Company Profile

Decart AI (styled Decart) is an Israeli artificial intelligence company that has grown rapidly since its founding.

• Founded: September 7, 2023
• Founders: Dean Leitersdorf (CEO), Orian Leitersdorf, and Moshe Shalev (CPO) — all veterans of Israel's signals intelligence unit, Unit 8200
• Headquarters: Tel Aviv, Israel (primary), with additional offices in San Francisco and New York
• Employees: 51–200

Core Specializations

Decart operates across two distinct but complementary technology areas:

1. Real-time generative video / "world models" — Decart builds AI systems that produce interactive video and simulated environments frame by frame at low latency. Its products include Oasis, a model that creates playable AI-generated worlds, and Lucy, a model designed for real-time video editing and transformation . The company describes these as "real-time world models" — generative AI systems capable of modifying live video feeds instantly .

2. AI chip-switching middleware (DOS) — The Decart Optimization Stack (DOS) is a software platform that lets AI developers easily switch between processors from Nvidia, Amazon, Google, and other chipmakers. DOS is designed to unlock full performance across different hardware and reduce AI training and inference costs . In practice, Decart's core infrastructure product helps reduce dependence on any single GPU vendor — a capability made more notable by the fact that Nvidia is both a current investor and a reported suitor .

Funding History & Valuation

Decart has raised capital in rapid succession, with its valuation climbing steeply:

• The May 2026 round included strategic participation from Nvidia, Adobe Ventures, Toyota Ventures, eBay Ventures, and angel investors including OpenAI co-founder Andrej Karpathy (now at Anthropic) .
• Amazon also joined as a strategic customer during the round .
• Total funding raised: approximately $451M to $453M across four rounds since emerging from stealth in October 2024 .

Competitive Bidding Context

Decart has attracted interest from multiple major technology players:

• Nvidia — Already an investor in Decart's May 2026 round, Nvidia was previously in advanced talks to acquire the startup before Anthropic entered the picture . Reports indicate Nvidia had been "circling" Decart for some time .
• SpaceX — Elon Musk's company was also reported to be circling Decart, according to CTech .
• Amazon and Nebius — Both are among the other companies that have expressed interest in Decart .

The intense competition underscores the industry's demand for chip-agnostic AI infrastructure and real-time video generation — two capabilities that are rare and strategically valuable.

Anthropic's Broader 2026 Acquisition Strategy

The Decart talks come amid a period of aggressive M&A activity for Anthropic as it prepares for a potential IPO. In 2026 alone, Anthropic has made at least three major acquisitions:

The pattern is clear: Anthropic is vertically integrating. It is buying AI infrastructure (Stainless for SDKs, Decart for inference optimization), expanding into new verticals (Coefficient for biotech), and securing chip flexibility as it scales. The Stainless acquisition also had a competitive dimension: by acquiring the SDK tooling used by rivals OpenAI and Google, Anthropic effectively removed a key infrastructure dependency from its competitors' hands .

Anthropic's Financial Context

Note: The specific $965 billion valuation figure mentioned in some queries was not confirmed in the search sources. The reported valuation from Anthropic's most recent financing round is approximately $65 billion .

Key Takeaways

1. Decart brings two rare capabilities to Anthropic: real-time generative video (world models) and chip-agnostic middleware (DOS) that reduces dependence on Nvidia GPUs.
2. The deal is not done. Talks are early-stage and could fall through, and Nvidia or other bidders could re-engage.
3. Anthropic is on an acquisition spree. The Decart talks follow the Coefficient Bio and Stainless deals, suggesting a deliberate strategy of vertical integration ahead of an IPO.
4. Decart's growth has been explosive. From a September 2023 founding to a ~$4B valuation in under three years, Decart is one of the fastest-rising Israeli AI startups.

Betting on Decart's technology is betting on a future where AI infrastructure is chip-agnostic and where real-time video generation becomes as fundamental as text generation. Whether that bet pays off for Anthropic — and whether the deal closes — remains to be seen.