Anthropic in Talks to Acquire Decart for About $6 Billion

Anthropic is in talks to acquire Israeli AI startup Decart for about $6 billion, according to multiple reports on August 13. If completed, it would be the largest acquisition in Anthropic's history and one of the largest ever for an Israeli technology company. The talks are not final and could still collapse.

Decart was founded by Unit 8200 veterans Dean Leitersdorf, its chief executive, and Moshe Shalev, its chief product officer. It has raised roughly $450 million to date, including a $300 million round announced in May 2026 that valued the company at $4 billion. A $6 billion price would mark a 50% step up from that mark in roughly three months.

The technology is the reason for the premium. Decart builds world models plus software that lowers AI training cost by improving how efficiently chips are utilized, and its Lucy model processes live video to generate real-time footage of people wearing clothing and accessories. Reporting indicates Nvidia held advanced talks to buy Decart before higher offers arrived, with Amazon, Nebius, and SpaceX also named among interested parties.

For public-market investors the read-through is indirect but real. A compute-efficiency acquisition at this price says the binding constraint in frontier AI is now cost per token rather than model capability, which touches the demand assumptions embedded in NVDA and the hyperscaler capex cycle. It also lands as Anthropic prepares for a possible public offering, making the terms a rare public data point on how it values infrastructure efficiency against raw capacity.