Amazon Reportedly in Talks to Buy Decart for $7 Billion

Engineers work around AI accelerator hardware while cloud infrastructure connects to real-time world-model simulations.

Amazon is reportedly in talks to acquire artificial-intelligence startup Decart in a deal that could be worth around $7 billion, according to a Wall Street Journal report cited Sunday by Reuters. The talks are not a completed transaction, and neither Amazon nor Decart has publicly confirmed a deal.

Reuters reported October 11 that the discussions could result in a transaction soon if negotiations do not collapse or another bidder does not emerge. Reuters also said it could not independently verify the report and that Amazon and Decart did not immediately respond to requests for comment.

Why Decart would matter to Amazon

Decart is not simply another chatbot company. The startup works across AI infrastructure and real-time generative models. Its Decart Optimization Stack, or DOS, is designed to run AI workloads efficiently across several kinds of accelerator hardware, while its Lucy models focus on real-time video transformation and Oasis focuses on interactive world simulation for physical AI.

That combination matters because Amazon is already pushing deeper into proprietary AI hardware. BitcoinVersus covered this direction in our 2024 report on Amazon accelerating AI-chip development to compete with Nvidia.

Sequoia Capital interviewed Decart co-founder Dean Leitersdorf about real-time generative worlds, inference efficiency, and the company’s vertically integrated AI stack.

Amazon and Decart already work together

The reported acquisition talks would build on an existing relationship rather than start one from scratch. In Decart’s own May 2026 funding announcement, the company called Amazon a strategic customer and described a collaboration with AWS around Trainium, Amazon’s custom AI accelerator.

Decart said its DOS software runs across Nvidia GPUs, Google TPUs, and Amazon Trainium, and that Lucy had already been adapted to Trainium3. The company also said Amazon and AWS were part of the broader partner and investor ecosystem surrounding its $300 million funding round.

Reddit discussion around the reported Amazon–Decart talks shows how quickly the acquisition report moved into the broader tech-investor conversation. The Reddit post is community reaction, not confirmation of the deal.

Trainium is central to the strategic fit

Amazon has spent years trying to reduce dependence on outside AI accelerators by building its own silicon through AWS and Annapurna Labs. Trainium is designed specifically for large-scale machine-learning training and inference workloads.

AWS explains Trainium3, its 3 nm AI accelerator aimed at high-performance training and inference for large models, agents, and real-time multimodal workloads.

Decart could be attractive because its software is designed to extract more performance from multiple hardware platforms instead of being tied to one accelerator vendor. For Amazon, owning that optimization layer could strengthen Trainium as well as AWS’s broader AI platform.

Amazon data center buildings with cooling infrastructure and power lines.
Amazon has been building large-scale cloud infrastructure for years. Photo: Visitor7/Wikimedia Commons, CC BY-SA 3.0.

The deal would fit Amazon’s infrastructure strategy

Amazon’s AI strategy is not limited to software models. The company has been investing simultaneously in custom chips, enormous data centers, cloud services, networking, and power infrastructure. BitcoinVersus documented part of that expansion in our 2024 report on AWS’s $11 billion Indiana data-center campus.

We also argued in late 2024 that major technology companies were increasingly moving toward proprietary hardware as the semiconductor industry evolved. Amazon’s Trainium program is one of the clearest examples of that shift.

Decart’s world models add another layer

Decart’s other major attraction is its work on world models. Lucy focuses on transforming video in real time. Oasis generates interactive simulated environments aimed at robotics and autonomous systems. These are computationally demanding workloads where latency and hardware utilization matter as much as model quality.

If Amazon acquired Decart, it could potentially combine those models with AWS infrastructure, Trainium hardware, edge computing, and enterprise distribution. That would be strategically different from buying only a model developer: Decart operates across both the software optimization layer and the applications built on top of it.

The reported price would be a major jump

Reuters said the Journal put Decart’s May valuation at nearly $4 billion, citing PitchBook data. A reported acquisition value around $7 billion would therefore represent a substantial premium only months later.

The company said in May that it had raised more than $450 million in total funding after a $300 million round led by Radical Ventures, with Nvidia and other technology companies joining its investor base.

The deal is still only reported

The most important limitation is that there is no announced acquisition agreement. Reuters said it could not independently verify the Journal report. Amazon and Decart had not confirmed the talks when Reuters published its story.

Reuters also reported that Anthropic had previously explored buying Decart before deciding not to pursue a transaction. That history is another reminder that acquisition discussions can end without a deal.

Bottom line

If the reported talks lead to a transaction, Amazon would not simply be buying an AI video startup. It would be buying a company positioned between custom AI chips, inference optimization, real-time video, world models, robotics simulation, and hyperscale cloud infrastructure.

For now, the neutral conclusion is narrower: Amazon is reportedly discussing a roughly $7 billion acquisition of Decart, but no deal has been announced or independently verified.


BitcoinVersus.Tech Editor’s Note: This story distinguishes confirmed company information from reported acquisition talks. Decart’s products, funding, and AWS relationship are publicly documented. The reported $7 billion acquisition discussions remain unconfirmed as of publication.

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