Anthropic is in talks to acquire Decart AI, an Israeli startup that builds software for squeezing more performance out of AI chips and real-time video-generation models, in a deal that people familiar with the matter say could value the company at roughly $6 billion, according to Bloomberg. No agreement has been signed, and the talks — first reported this week — could still fall apart, the people cautioned, speaking on condition of anonymity because the discussions are private.
If completed, the acquisition would be the largest in Anthropic's five-year history, eclipsing its previous, smaller technology purchases. Israeli outlet Calcalist reported that Decart had been fielding interest from multiple potential buyers, including Nvidia, Amazon and Elon Musk's SpaceX, before the discussions with Anthropic advanced, and that the eventual price under discussion has ranged as high as $7 billion. Musk has since said SpaceX is not pursuing the company. Anthropic and Decart both declined to comment on the reporting.
Decart, founded in 2023 by Israeli brothers Dean and Orian Leitersdorf alongside Moshe Shalev, has built its business around three product lines. DOS is an optimization layer that helps AI developers run models more cheaply and efficiently across different types of chips. Oasis is a "world model" built for simulating physical environments, aimed at robotics and physical-AI applications. And Lucy, the company's most consumer-facing product, generates and modifies live video in real time — including virtual try-on effects that let a shopper see how clothing would look on them, and enhancements already used by livestreaming platforms.
Squeezing more out of every chip
The rationale Anthropic is said to be weighing has less to do with Decart's video tools than with the underlying efficiency technology. One person familiar with the discussions told Bloomberg that folding Decart's team into Anthropic's inference and performance organization could help the Claude maker's computing infrastructure absorb more demand at a time when usage of its models is surging. Anthropic has been spending heavily to secure compute capacity, and software that reduces the chip resources needed to serve a given amount of AI traffic — without buying new hardware — is valuable leverage in that race.
The price under discussion also reflects how quickly Decart's valuation has moved. The company was valued near $3.1 billion in August 2025 and roughly $4 billion when it raised $300 million this past May in a round led by Radical Ventures, with participation from Nvidia, Sequoia Capital, Benchmark and Adobe Ventures, among others. A $6 billion-plus price tag would represent roughly a 50 percent premium to that May valuation in just three months — a jump that underscores how competitive the market for AI infrastructure startups has become as major labs look for ways to cut the cost of serving their models.
A deal timed to an approaching IPO
The talks are unfolding as Anthropic prepares for a possible stock market debut. The company filed a confidential registration statement with the Securities and Exchange Commission on June 1, people familiar with that process have said, with an eye toward listing on the Nasdaq as soon as October. A large acquisition so close to a potential IPO is unusual, and it suggests Anthropic's leadership sees Decart's technology as urgent enough to pursue now rather than wait.
For Decart, a sale at this scale would rank among the largest exits ever for an Israeli AI startup, and would mark a rapid turnaround for a three-year-old company that has raised more than $450 million in disclosed funding to date. Its backers have included high-profile individual investors as well as institutional venture funds, a mix that reflected strong early confidence in the company's technology even before this week's reported bidding interest.
What happens next remains uncertain. Neither company has confirmed a deal is close, and reporting so far rests on unnamed sources rather than any public filing or joint statement. Large AI-sector acquisitions of this size can also draw antitrust attention, given how concentrated the market for advanced AI infrastructure has become among a handful of well-capitalized players. Anthropic, Decart and their advisers are expected to continue discussions in the coming weeks, and any signed agreement would likely trigger its own round of regulatory and industry scrutiny before it could close.
