❯ Anthropic Reportedly in Talks to Acquire Israeli Startup Decart for $6 Billion

PRE-IPO RESTOCKBloomberg, citing people familiar with the matter, reported that Anthropic is in talks to acquire Israeli startup Decart for roughly $6 billion — which, if completed, would be its fifth acquisition this year and its largest ever. The transaction is not finalized and could still fall through.

TARGET PROFILEDecart was founded in 2023 by the Leitersdorf brothers and a third co-founder. It has two product lines: a world model that generates interactive video in real time, and optimization software that lifts GPU utilization and lowers training costs. In May, it closed a $300 million round led by Radical Ventures, with NVIDIA and Adobe Ventures participating, at a valuation near $4 billion — making the $6 billion offer a roughly 50% premium.

WHAT IT BUYSPer the report, if the deal closes, Decart’s team would be folded into Anthropic’s inference and performance division. What is being bought is not the world-model narrative but the engineering capability to squeeze more output from existing compute. Set against a $100 billion revenue expectation and an October IPO timeline, the money buys the “gross-margin improvement path” page of the prospectus.

▪ SIGNALA $6 billion spend on a GPU-optimization team shows that, for leading labs, saved compute now prices better than new compute.