Amazon is in talks to acquire artificial intelligence startup Decart for around $7 billion, and the deal could be closed in the near future. Decart was valued at nearly $4 billion in May of this year; if the acquisition is completed at a value of $7 billion, it would represent a roughly 75% increase from its previous valuation. The company primarily develops software that supports switching between different AI chips, as well as artificial intelligence models that can generate and simulate real-world three-dimensional environments. This potential acquisition comes at a time when Amazon is advancing its own AI chip Trainium3 and intensifying its competition with NVIDIA.
Decart Valuation to Rise by 75% within Half a Year; Amazon Seeking to Acquire AI Technology Firm
Insiders revealed that Amazon is in negotiations with Decart regarding a potential acquisition, with the transaction valuation potentially reaching $7 billion, and both parties are expected to reach an agreement in the near future.
In May of this year, Decart was valued at nearly $4 billion, and just a few months later, its potential acquisition value had risen to around $7 billion. The business of Decart mainly covers two areas: one is the development of software technologies that help AI applications switch between different chip platforms; the other is the research and development of artificial intelligence models that can generate and simulate real-world three-dimensional environments. The former involves the compatibility between AI software and the underlying computing hardware, while the latter is aimed at applications such as three-dimensional content generation and environment simulation.
Both of these technologies have potential synergistic opportunities with Amazon's expanding artificial intelligence business.
Chip compatibility technology becomes a key focus of the acquisition; Amazon advances competition between Trainium3 and NVIDIA
Amazon is currently accelerating the development of its own artificial intelligence chip Trainium3, with the aim of further enhancing the competitiveness of its cloud computing platform in the AI model training and inference market.
As the scale of the AI model continues to expand, the computational costs required for training and running the model have become a growing concern. For cloud service providers, in addition to the computational performance of the chips themselves, whether developers can easily migrate existing AI workloads to different hardware platforms also affects the market adoption rate of these chips. Software developed for Decart can help developers switch between different AI chips, reducing the complexity of application migration and hardware adaptation. If Amazon completes the acquisition, such technology could be used to improve the software compatibility of its own-developed chips and lower the barriers for developers to use the Trainium series of chips.
It is worth noting that Amazon provided early access to the Trainium3 chip to Decart as early as 2025, indicating that the two parties had already established a connection in the field of AI computing hardware prior to that time.
Simultaneously layout 3D world models, Decart technology covers gaming, robotics, and real-time interaction.
In addition to chip software, Decart also develops artificial intelligence models capable of generating and simulating three-dimensional environments. Their main products include Oasis and Lucy.
This type of technology is commonly referred to as "world models" (World Models), which are capable of generating virtual scenarios based on input information and simulating environmental changes and interaction processes. Potential application areas include gaming, e-commerce, robotics, and other real-time interaction systems. The technological layout of Decart encompasses both the AI infrastructure software market and the generative artificial intelligence applications market.
For Amazon, these capabilities may work in conjunction with AWS cloud services, AI application development, and other businesses, providing technical support for its expansion into new artificial intelligence products beyond chips and basic models.
Amazon has already collaborated with Decart, and NVIDIA is also one of its investors.
Amazon has previously established a business relationship with Decart. In addition to being granted early access to Trainium3 chips in 2025, Amazon is also an important customer of Decart.
It is worth noting that Decart has previously received investment from NVIDIA as well. This company's first round of financing this year was led by Radical Ventures, with NVIDIA also participating in the investment, which raised its valuation to nearly $4 billion. The software from Decart can support AI chips from different manufacturers; therefore, its technology can not only help Amazon promote the Trainium series but also serve customers using chips from other manufacturers such as NVIDIA.
If Amazon ultimately completes the acquisition, it will incorporate this cross-chip software developer and its world model technology into its own business system, further strengthening the software ecosystem for its self-developed AI chips. Currently, neither party has announced a final acquisition agreement, and the transaction valuation and completion time may still change.
