Physix FrontierPhysix Frontier · News Briefing Card (IT Home · Oct 12, 2026)
Amazon in Talks to Buy Decart at About $7B Valuation
KEY FACTS
- Amazon is in negotiations to acquire AI startup Decart.
- People familiar with the matter say the deal carries a potential valuation of about $7 billion.
- Decart is headquartered in San Francisco and focuses on cross-chip adaptation software.
- Decart had previously raised more than $400 million, with investors including Sequoia.
- Anthropic had held talks to acquire Decart for about $6 billion but walked away in September.
KEY DATA
about $7 billionAmazon potential acquisition valuation
more than $400 millionDecart cumulative funding
close to $4 billionDecart valuation in May this year
about $6 billionAnthropic previous offer
PHYSIX OBSERVATION
If Amazon takes Decart for $7 billion, it is not buying a model but the cross-chip adaptation layer. With compute sources increasingly diverse beyond Nvidia, whoever can shield developers from chip differences controls the developer entry point. Amazon stepping in after Anthropic walked away shows giants are willing to pay a premium to stake out the underlying software position, and startup valuations are being pushed up by compute anxiety.
Source: IT Home report