The potential deal would give Amazon software that helps AI models run efficiently on its own custom chips.
Amazon is in talks to acquire Decart, an artificial intelligence startup, in a deal that could be worth up to $7 billion, The Wall Street Journal reported on Sunday, Oct. 11, citing people familiar with the discussions. The Journal said a deal could be finalized in the coming days unless talks fall apart or another bidder steps in. Neither company had confirmed an agreement.
If it happens, it would be one of Amazon's larger acquisitions in the AI race and another sign of how much big tech companies are willing to pay for specialized AI talent and technology.
What Decart does
Decart was founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev. It has two main lines of work.
The first is software called DOS that helps developers tune AI models for a specific chip, which can speed up both training, when a model learns from data, and inference, when a trained model answers questions. According to SiliconANGLE, work that once took months can be done in a couple of weeks. The software also helps companies move AI workloads from one type of chip to another when needs change or chips are scarce.
The second is "world models," AI systems called Lucy and Oasis that generate realistic 3D environments for video games, robot training and other uses.
Decart has grown quickly. In May 2026, it raised $300 million at a $4 billion valuation, and it has raised more than $400 million in total from investors including Sequoia Capital, Benchmark and Nvidia's venture arm.
Why Amazon wants it
Amazon Web Services, Amazon's cloud computing business, designs its own AI chips, including Trainium3, which is used to train AI models. One of the biggest challenges for any custom chip is getting software to run well on it. Most AI tools are built around Nvidia's chips, so switching takes work. Software like Decart's could make it easier for AWS customers to use Amazon's chips instead.
Decart reportedly got early access to Trainium3 in 2025 after meeting senior AWS engineers, so the two companies already have ties. Bloomberg reported in September that Anthropic had been in talks to buy Decart in a deal valued at about $6 billion, but walked away after due diligence for reasons that aren't clear.
What this means for your wallet
For Amazon shoppers and Prime members, nothing changes. This is about Amazon's cloud business, which sells computing power to other companies and is one of Amazon's biggest sources of profit.
For investors, deals like this show how the AI competition has moved beyond chips themselves to the software that makes them useful. Paying $7 billion for a company valued at $4 billion just months ago is a big premium, and acquisitions don't always pay off. Watch whether Amazon confirms the deal and how it explains the price.
Amazon is one of the largest companies in most index funds, so many people own it through their retirement accounts already. If you're tempted to buy individual AI stocks on news like this, consider keeping those bets to a small share of your portfolio.
This article is for education only and is not financial advice. Everyone's situation is different.
Content on The Evergreen Edit is for educational and informational purposes only and is not individualized financial, investment, tax or legal advice. Learn more.
This article is for educational purposes only and isn't personalized financial, tax or legal advice. Consider talking with a qualified professional about your situation.
Kiara Miller — Founder & Editor
Kiara Miller is the founder and editor of The Evergreen Edit. He has been doing independent finance research for two decades and reviews every article before it's published.
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