Anthropic in Talks to Acquire ‘Decart AI’ for $6 Billion

Anthropic is in talks to acquire Israeli artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter, in what could become the Claude maker’s largest known acquisition. The discussions come as Anthropic prepares for a potential public listing and looks to expand its computing capacity to handle rapidly growing demand for its AI models.

The proposed deal has not been finalized and could still fall through, according to the sources. Decart, which is backed by Nvidia and other prominent investors, develops AI infrastructure and optimization technology that can help improve the efficiency of computing hardware. Its capabilities could help Anthropic manage the enormous computing requirements associated with training and serving increasingly advanced AI models.

Anthropic Targets Decart in Potential $6 Billion Deal

The potential acquisition would represent a major expansion of Anthropic’s strategy beyond developing foundation models and AI applications.

Decart has built technology aimed at helping AI developers get more performance from a wide range of chips. Such optimization can become increasingly valuable as AI companies spend billions of dollars on computing infrastructure to train models and respond to user demand.

The potential $6 billion price tag would make the transaction Anthropic’s largest known acquisition if completed. The talks were first reported by Bloomberg and subsequently confirmed by Reuters through a source familiar with the matter.

Neither company has publicly confirmed that a deal has been agreed. An Anthropic spokesperson declined to comment to Reuters, while Decart did not immediately respond to a request for comment.

Why Anthropic Wants Decart

Anthropic is facing the same infrastructure challenge confronting other frontier AI companies: demand for advanced models is growing rapidly, while the computing resources needed to train and operate those systems remain expensive and constrained.

Decart’s technology could help Anthropic make more efficient use of its existing computing infrastructure.

The startup develops AI infrastructure and optimization technology designed to improve the performance of AI workloads across different chips. Bringing that expertise in-house could allow Anthropic to improve how efficiently it uses its large-scale computing resources.

That could become increasingly important as Anthropic expands its Claude product family and prepares for a potential IPO.

AI Computing Costs Are Rising

Training and serving frontier AI models requires enormous quantities of computing power.

Companies such as Anthropic and OpenAI are investing heavily in data centers equipped with advanced processors. The costs do not stop after a model has been trained: every user request also requires computing resources to generate an answer, a process known as inference.

As AI adoption increases, inference can become a significant operating expense.

Improving hardware utilization can therefore provide an important economic advantage. Even relatively small efficiency improvements can translate into substantial savings when applied across large data-center fleets.

Decart Has Built More Than AI Infrastructure

Decart is not solely focused on infrastructure optimization.

The startup also develops AI models and generative-video technology. Its Lucy model is designed to modify live video feeds in real time, while its Oasis system generates simulated environments that can be used for training and testing robotics and autonomous-driving systems.

This combination of infrastructure expertise and model development could make Decart’s engineering team particularly valuable to Anthropic.

According to people familiar with the discussions, Decart’s team could join Anthropic’s inference and performance organization if the acquisition goes ahead.

That would place Decart’s expertise directly inside a part of Anthropic responsible for making its AI systems operate efficiently at scale.

Decart Raised $300 Million Earlier This Year

Decart has attracted significant investor interest before the potential Anthropic acquisition.

In May, the startup raised $300 million in a funding round led by Radical Ventures. Nvidia, Atreides Management, Valor Equity Partners and Adobe Ventures also participated, alongside existing investors including Sequoia Capital, Benchmark and Zeev Ventures.

The financing valued Decart at nearly $4 billion, according to reports cited by Bloomberg and the Wall Street Journal.

That valuation itself represented a substantial increase from the company’s approximately $3.1 billion valuation in August 2025.

Decart’s Funding History

Metric	Details
Potential Acquisition Value	About $6 billion
Latest Funding	$300 million
Latest Funding Round	May 2026
Latest Reported Valuation	Nearly $4 billion
Previous Valuation	About $3.1 billion
Lead Investor in Latest Round	Radical Ventures
Other Investors	Nvidia, Atreides, Valor Equity Partners, Adobe Ventures
Founded	2023

A $6 billion acquisition would therefore represent a significant premium over Decart’s latest reported valuation, although the final transaction value could change if negotiations progress.

Nvidia’s Investment Adds Strategic Significance

Nvidia’s involvement in Decart is another important aspect of the potential acquisition.

Nvidia has invested in a wide range of AI startups while simultaneously supplying much of the computing hardware used by frontier AI companies.

Decart’s focus on improving AI performance across chips could therefore have strategic value within the broader AI hardware ecosystem.

For Anthropic, acquiring a company with experience in optimizing workloads across different types of computing hardware could also help reduce dependence on simply adding more processors to meet growing demand.

That is particularly relevant as AI companies increasingly experiment with different hardware suppliers and specialized computing architectures.

Anthropic Is Spending Heavily Ahead of Its IPO

The potential Decart acquisition comes at an important point in Anthropic’s corporate development.

The Claude developer has been preparing for a possible public-market debut and has reportedly filed confidentially for a U.S. IPO.

An acquisition worth several billion dollars would therefore represent a significant strategic decision before becoming a public company.

Investors in a future IPO are likely to scrutinize Anthropic’s spending on computing infrastructure, research and acquisitions closely.

The company needs to demonstrate that its rapid investment can translate into sustainable revenue growth and stronger AI products.

A Different Acquisition Strategy for Anthropic

Anthropic has historically been less aggressive with large acquisitions than some technology companies.

The potential purchase of Decart would therefore represent a notable change in scale.

Rather than simply acquiring a software application or consumer-facing startup, Anthropic would potentially be purchasing technology and engineering talent directly related to the infrastructure required to operate frontier AI systems.

This suggests that compute efficiency is becoming an increasingly strategic part of the company’s competitive position.

Competition With OpenAI and Other AI Labs

The potential acquisition also comes as Anthropic competes with OpenAI, Google and other major AI developers for customers, talent and computing resources.

The companies are increasingly competing not only on model intelligence but also on the cost and reliability of operating those models at scale.

If Anthropic can make its infrastructure more efficient, it could potentially serve more customers without increasing computing capacity at the same rate.

That could improve margins and provide additional flexibility as demand for Claude grows.

What the Deal Could Mean for Decart Employees

If the acquisition is completed, Decart’s engineering team is expected to become an important part of Anthropic’s infrastructure organization.

The integration could give Decart researchers access to significantly larger computing resources and a broader environment in which to apply their optimization technology.

For Anthropic, retaining Decart’s technical talent would likely be as important as acquiring the company’s existing technology.

The AI industry has seen intense competition for engineers and researchers capable of improving model performance and infrastructure efficiency, making talent a major factor in acquisition decisions.

Deal Still Faces Uncertainty

Despite the reported $6 billion valuation, there is no guarantee that Anthropic and Decart will reach a final agreement.

The talks are still ongoing, and sources cautioned that negotiations could fail.

The final structure and value of any transaction could also differ from the reported figure.

For now, the discussions demonstrate that Anthropic is considering acquisitions as part of its strategy to strengthen its infrastructure while preparing for its next stage of growth.

Looking Ahead

Anthropic’s potential acquisition of Decart AI for about $6 billion would underline the growing importance of computing efficiency in the AI industry. As frontier models become more capable and user demand increases, optimizing how chips and data centers are used is becoming almost as important as developing the models themselves.

If completed, the acquisition could give Anthropic additional infrastructure expertise, AI optimization technology and specialized engineering talent ahead of a potential IPO. The deal would also signal that the next phase of AI competition may increasingly revolve around infrastructure economics: who can train and serve the most capable models while using computing resources most efficiently.