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Anthropic in talks to acquire Decart AI for ~$6B ahead of IPO

Anthropic in talks to acquire Decart AI for ~$6B ahead of IPO

Key takeaway

  • Anthropic is negotiating to acquire Decart AI, a Nvidia-backed startup, for approximately $6 billion.

  • Decart develops AI infrastructure, optimization tools, and models for video editing and robotics simulation.

  • The deal would strengthen Anthropic's computing capacity and help address demand constraints as the company prepares for a public listing.

3 Key Points

  1. What happened

    Anthropic is in talks to buy Nvidia-backed startup Decart AI in a deal reportedly worth about $6 billion, according to sources. Decart develops AI infrastructure, optimization technology, and its own AI models, including Lucy (which edits live video in real time) and Oasis (which generates simulated environments for robotics and autonomous-driving training).

  2. Why it matters

    The acquisition would help Anthropic handle growing demand as it prepares for a public listing. The company is actively building computing power and working to overcome capacity constraints for its services, and Decart's technology could accelerate that effort. If completed, Decart's team would join Anthropic's inference and performance organization.

  3. What to watch

    The deal is in an early stage. Anthropic is also separately hiring engineers to co-design custom chips and AI models that make Claude run faster and more efficiently. Both efforts signal aggressive infrastructure investment ahead of the IPO.

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Context & Analysis

Anthropic's pursuit of Decart AI reflects the company's need to scale infrastructure rapidly ahead of a planned public listing. The acquisition would bring specialized expertise in optimization and custom model development—areas Anthropic is already addressing through separate hiring initiatives focused on co-designing chips and models to improve Claude's speed and efficiency. Decart's recent funding round, which closed in May and brought Nvidia as a new investor, underscores the startup's relevance to cutting-edge AI infrastructure; now Anthropic appears poised to acquire that capability directly. The deal is described as early-stage, so completion is not certain, but it signals that Anthropic is taking multiple parallel paths—both acquiring outside talent and building internally—to overcome the capacity constraints that have become a bottleneck for its services.

FAQ

What does Decart AI do?
Decart develops AI infrastructure and optimization technology, along with its own AI models. Its Lucy model can edit live video in real time, and its Oasis model generates simulated environments to train and test robotics and autonomous-driving systems.
When did Decart last raise funding?
In May, Decart raised $300 million in a funding round led by Radical Ventures, with Nvidia joining as a new investor.
What would happen to Decart's team if the deal closes?
Decart's team would join Anthropic's inference and performance organization, according to sources.
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