Amazon Shares Edge Higher as Company Nears $7 B Acquisition of Decart AI Following Anthropic’s Exit

Amazon Nears $7 B Acquisition of Decart AI

Amazon.com Inc. shares rose 0.4% in overnight trading after reports that the retailer is close to acquiring Decart AI in a deal valued around $7 billion.

The Wall Street Journal, citing sources familiar with the matter, said the agreement could be finalized soon following Anthropic’s decision to abandon its own bid for Decart at a $6 billion enterprise valuation.

Decart AI builds software that enables developers to move workloads between different artificial‑intelligence chips, a capability that has grown more valuable as AI compute demand surges.

The startup is headquartered in San Francisco and runs major research and development operations in Tel Aviv, Israel.

Founded in 2023 by Israeli engineers, Decart has raised more than $400 million from investors including Sequoia Capital and Benchmark.

In addition to its chip‑agnostic platform, Decart is developing world‑model systems named Lucy and Oasis that can generate three‑dimensional environments for simulation.

Strategic Fit for AWS and Competition with Nvidia

AWS has been expanding its AI infrastructure with custom silicon such as the Trainium3 processor, which the cloud unit introduced to offer customers alternatives to Nvidia GPUs.

Amazon gave Decart early access to Trainium3 in 2025 after meetings with the startup’s founders impressed the cloud team, according to the same Wall Street Journal report.

Integrating Decart’s software could give AWS a layer of abstraction that makes its proprietary chips more attractive to developers who currently favor Nvidia’s dominant GPU ecosystem.

Analysts note that the acquisition would reinforce Amazon’s broader strategy of building end‑to‑end AI capabilities, complementing earlier moves like the $8.5 billion purchase of MGM and the roughly $11 billion acquisition of Globalstar.

Market Reaction and Broader Context

Retail investors on StockTwits continued to label sentiment toward AMZN as “bullish,” with traders highlighting the potential deal in their discussions.

One trader wrote, “$AMZN Decart acquisition news following last week’s AWS launch of an open‑source Physical AI Toolchain for robotics means robotic action is really heating up. Decart world models allow robotics dev to be virtually applied in their world models before physical step.”

Amazon’s stock is up nearly 13.7% year‑to‑date, though it still lags the S&P 500 index, which has risen 14.1% over the same period.

Should the transaction close, Decart’s technology would become a key component of Amazon’s effort to diversify AI hardware options and reduce reliance on Nvidia’s GPUs.

Why This Matters: Amazon’s likely purchase of Decart could give AWS a unique tool to abstract AI hardware, strengthening its position against Nvidia.