Amazon is now engaged in acquisition discussions with Decart, a three-year-old startup, and is considering a valuation of approximately $7 billion for the company. Prior to this, Decart had held acquisition negotiations with both NVIDIA and Anthropic, but these talks ultimately collapsed. Decart's primary focus lies in developing cross-chip adaptation software, which facilitates the smooth transition of AI models between AI chips from various brands. Its DOS optimization stack can significantly boost model running speeds—by up to eightfold—on the same hardware. This technology is compatible with NVIDIA GPUs, Google TPUs, and Amazon Trainium chips, with which Decart has already forged deep partnerships. Moreover, Decart has created Lucy, a real-time world model designed for immersive experiences, and Oasis, a platform tailored for physical AI and robotic simulations. This acquisition offer marks a roughly 75% increase from Decart's valuation in May of this year. Amazon's objective is to cut down the operating costs associated with Trainium chips through this acquisition and to lure cloud customers who are currently tied to specific chips. However, there are lingering doubts as to whether this acquisition will yield a return on investment, as it hinges on whether Decart's acceleration capabilities can be consistently applied to customers' proprietary models.
