Anthropic is in talks to acquire Decart AI, an Israeli startup known for real-time video generation and chip-efficiency software, in a deal that could be worth roughly $6 billion, Bloomberg reported on August 13, citing people familiar with the private negotiations. Neither company has confirmed the talks publicly, and the deal could still fall through.
If completed, the acquisition would be Anthropic’s largest to date, according to the report, arriving as the Claude maker races to keep pace with surging demand for its models ahead of an anticipated public listing.
What Decart brings
Founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf, and Moshe Shalev, Decart has built two lines of technology that could interest Anthropic. One is software that improves how efficiently AI chips run during training and inference, trimming compute costs at a time when Anthropic’s infrastructure spending is climbing alongside customer growth. The other is Decart’s work on world models — AI systems that simulate and manipulate video in real time. Its flagship model, Lucy, can alter a live video feed instantly, swapping outfits, characters, or backgrounds, and has been tested with streamers on Twitch, TikTok, and YouTube.
A steep valuation jump
Decart was valued at $3.1 billion in August 2025 and raised $300 million in May 2026 at close to $4 billion, in a round led by Radical Ventures with participation from Nvidia, Adobe Ventures, Sequoia Capital, Benchmark, and eBay. A $6 billion purchase price would represent roughly a 50% premium over that May valuation.
Part of a wider compute scramble
The talks come as Anthropic and OpenAI both commit tens of billions of dollars to secure data-center capacity and diversify their chip suppliers. Buying a company whose core product speeds up and cheapens chip usage would let Anthropic bring more of that efficiency in-house rather than purchase it externally, the report noted. It would extend a pattern of infrastructure-focused deals across the industry, including Nscale’s planned purchase of Ray framework maker Anyscale and Anthropic’s own $10 billion compute agreement with the startup Volta.