Anthropic is negotiating to acquire Israeli artificial intelligence startup Decart AI for about $6 billion, in what would be the Claude maker's largest known acquisition, Bloomberg reported late on August 12. No final agreement has been reached and the talks could still collapse.
Buying Chip Efficiency Ahead Of An IPO
Decart, founded in 2023 by Dean Leitersdorf and Moshe Shalev, has built an inference optimization stack (DOS) that lets AI teams run models faster and cheaper across NVIDIA GPUs, AWS Trainium and Google TPUs. For Anthropic, the deal would help existing computing infrastructure absorb surging Claude demand as the company prepares for a potential public listing.
The move follows a string of Anthropic capacity plays this month, including a $9.1 billion, 20-year Rockdale compute deal with Riot Platforms and a $10 billion Bitdeer contract for a 133 MW Norway site.
Decart Brings Two Consumer AI Franchises Too
Beyond DOS, Decart also ships two of the hottest generative video products in the market: Oasis, its real-time interactive world model for physical AI and robotics, and Lucy, a live video-editing model already used in try-on, advertising and gaming. Both would sit inside Anthropic's inference organisation if the deal closes.
Israel's Second Frontier Exit In A Year
Nvidia already backs Decart, having led a recent $300 million round that valued the company at more than $3 billion. A $6 billion price tag would deliver a fast return to those investors and mark one of the largest Israeli AI exits since Google's $32 billion swoop for Wiz. It would also underscore how frontier labs are consolidating specialised infrastructure players to defend margins as compute costs balloon. Anthropic recently formed its own custom chip design team with Samsung and Broadcom, and Decart's DOS would sit naturally alongside that roadmap.
Reporting based on coverage from Bloomberg, Fortune and Yahoo Finance.