Overview
- Multiple news outlets reported on Thursday that Anthropic is in early, unfinalized talks to acquire Israeli startup Decart for roughly $6 billion, and neither company has confirmed the discussions.
- Decart builds a vertically integrated optimization stack called DOS plus generative products named Lucy and Oasis, and it raised about $300 million in May at a near $4 billion valuation with Nvidia among its investors.
- Reporters say Anthropic would fold Decart engineers into its inference and performance teams to boost throughput and make Claude cheaper to run, relying on Decart's claims of large inference gains that have not been independently verified.
- The reported negotiations are uncertain and could fail, with earlier days' coverage naming other suitors including SpaceX (which Elon Musk denied), and much of the reporting relies on anonymous sources and company non‑comments.
- The potential deal comes as Anthropic prepares for a high‑profile IPO, faces steep compute bills and regulatory scrutiny, and would have second‑order effects such as lowering service costs for customers and strengthening Israel's AI infrastructure talent base.