Anthropic drops potential $6 billion Decart acquisition

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Anthropic dropped a potential Decart deal

Highlights

Anthropic dropped a potential $6 billion Decart deal.
Decart develops software to improve AI chip efficiency.
Decart raised $300 million in May.
The funding round valued it at nearly $4 billion.

Anthropic conducted due diligence on Decart before abandoning the proposed acquisition, though the companies could still explore other forms of cooperation, Bloomberg reported. Neither company commented on the decision, and the acquisition talks had not reached a final agreement.

Computing efficiency drove the talks

Decart develops software designed to extract more performance from AI chips, reducing the computing resources needed to train models and operate them after deployment. Buying the startup could have helped Anthropic handle rising demand without relying solely on additional computing capacity.

That technology is increasingly valuable as leading AI developers spend billions of dollars securing chips, data centers, and electricity. Anthropic has been expanding its infrastructure to develop new models and support growing use of Claude while also positioning itself for a potential initial public offering.

Decart was founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf, and Moshe Shalev. Beyond infrastructure optimization, it develops world models designed to simulate aspects of the physical world for applications including autonomous driving and e-commerce.

Decart remains backed by major AI investors

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

That round valued Decart at almost $4 billion, compared with $3.1 billion in August 2025. A potential $6 billion acquisition would therefore have represented a substantial premium to its latest reported private valuation.

Decart also develops generative video technology. Its Lucy model can process live video and generate high-resolution footage in real time, while its broader technology is being used in online streaming, advertising, and e-commerce.

AI infrastructure remains a strategic battleground

Anthropic rarely pursues acquisitions of this size, making the abandoned talks notable even without a transaction. The discussions show how computing efficiency has become a strategic asset as AI companies confront the rising cost of training and serving increasingly capable models.

Walking away leaves Anthropic to pursue other ways of increasing infrastructure efficiency while continuing preparations for a potential IPO. For Decart, the decision preserves its independence after its valuation climbed from $3.1 billion to nearly $4 billion in less than a year, while leaving open the possibility of future collaboration.

Earlier, we reported that Anthropic looks to MatX to accelerate custom chip push.

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