Anthropic in $6 billion talks to acquire Israeli AI startup Decart ahead of IPO
Anthropic in $6 billion talks to acquire Israeli AI startup Decart ahead of IPO #
Anthropic is in advanced talks to acquire Israeli AI infrastructure startup Decart AI in a deal valued at roughly $6 billion, according to people familiar with the matter cited by Bloomberg. If completed, it would be the largest known acquisition by the maker of the Claude large language model. The talks come as Anthropic prepares for a public listing.
Decart, founded in 2023 by brothers Dean and Orian Leitersdorf and Moshe Shalev, has developed two product lines. On the infrastructure side, the company has built software to make AI chips run more efficiently, increasing compute throughput at lower cost. That capability is relevant to Anthropic’s stated goal of reaching 77% gross margins before its IPO. On the consumer side, Decart’s Lucy model processes live video feeds to produce real-time output of people wearing virtual clothing or accessories, with applications in e-commerce, advertising, live streaming, and gaming. Its Oasis model addresses physical AI use cases, including world simulations for robotics.
Two of the three founders previously served in Unit 8200, Israel’s military signals intelligence branch. Dean Leitersdorf, who earned a computer science doctorate at age 23, spoke about the company’s infrastructure ambitions at the Raise AI conference in Paris in July.
Decart’s backers include Nvidia and eBay, which is also a commercial customer. A recent funding round valued the company at nearly $4 billion, up from $3.1 billion in August 2025, according to The Wall Street Journal.
Under the reported deal terms, Decart’s team would join Anthropic’s inference and performance organization, bringing proprietary chip-efficiency tooling in-house. Industry analysts have noted that Decart’s technology could deliver roughly eightfold improvements in AI inference throughput, lowering operating costs and improving margin visibility before Anthropic faces public-market scrutiny.
Bloomberg reported that talks are ongoing and have not been finalized, and cautioned that the deal could still fall through. Anthropic and Decart have not commented publicly on the discussions.
The potential acquisition reflects a broader push by frontier AI labs to bring inference capabilities in-house rather than depend on third-party cloud infrastructure, as compute costs remain a significant constraint on profitability across the sector.
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