Anthropic Shops Decart at ~$6B — World Models Ahead of an IPO
Bloomberg reported Anthropic is in talks to acquire Israeli startup Decart AI — real-time generative video, world models, and GPU-efficiency tech — for about $6 billion, which would be Anthropic’s largest known deal. Talks are early and could still fall through; no newsroom confirmation.
Closed-frontier labs rarely buy $6 billion inference/video shops this close to a listing. Decart’s NVIDIA-backed efficiency stack would be a hedge against token-cost wars (and against Google TPU / Amazon Trainium lock-in).
Anthropic is in talks to acquire Decart AI for about $6 billion, Bloomberg reported, citing people familiar with the matter. Decart is an Israeli startup working on real-time generative video, world models, and chip-efficiency / GPU optimization. A deal at that price would be Anthropic’s largest known acquisition and a roughly 50% premium to Decart’s nearly $4 billion valuation after a $300 million May 2026 round that included NVIDIA. Talks are not signed and could still fall through; Anthropic has not posted a newsroom confirmation.
What the reporting supports
| Item | Detail | Limit |
|---|---|---|
| Parties | Anthropic PBC; Decart AI (founders Dean Leitersdorf, Moshe Shalev per Times of Israel) | Named by Bloomberg / follow-ons |
| Price | About $6 billion | “Talks,” not a signed SPA |
| Why Decart | Video simulation / world models; inference and GPU efficiency into Anthropic’s inference team (Fortune/Bloomberg sources) | Strategic rationale is sourced, not official |
| Prior round | $300 million (May), Radical Ventures lead; NVIDIA, Atreides, Valor, Adobe Ventures; ~$4B valuation | Public follow-on reporting |
| IPO context | Bloomberg framed the talks ahead of Anthropic’s anticipated IPO | Not a closing condition |
This is talks, not a close. Named parties + dollar scale + structure from a major exclusive still make a first-class financing / M&A story.
Limits
- Could still fall through; no SPA.
- CFIUS/Israeli export review and NVIDIA’s cap table are open complications.
- No Anthropic newsroom confirmation.