The number at the center of this story is $6 billion. Bloomberg reported that Anthropic is in talks to buy AI startup Decart AI at that price, what would mark the Claude maker's largest known acquisition ahead of a hotly anticipated public offering. The tension is visible: Anthropic, which rarely makes large acquisitions, is weighing a deal of that size while spending heavily on computing power to develop new products and serve customers.
The case for the deal is compute efficiency. Decart's software reduces the cost of training AI models by helping chips work more efficiently, according to people familiar with the matter cited by Bloomberg. One of those people told Bloomberg the technology could help Anthropic's existing infrastructure absorb more demand. If the deal closes, Decart's team would join Anthropic's inference and performance organization. OpenAI and Anthropic have each committed to spend tens, if not hundreds, of billions of dollars on data centers stocked with costly chips, and both firms have increasingly relied on hardware from a mix of providers to meet surging demand. Technology that cuts training costs addresses that problem directly.
Decart also works in generative video. The company builds world models capable of modifying live video feeds in real time, work Bloomberg's sources describe as indicative of high-quality infrastructure talent. That broadens the acquisition rationale.
The counterargument is the valuation math. Six billion dollars sits well above the almost $4 billion Decart carried after a May funding round, as reported by the Wall Street Journal, itself up from $3.1 billion in August 2025. That May raise totaled $300 million, led by Radical Ventures, with Nvidia, Atreides Management, Valor Equity Partners, and Adobe Ventures joining. Prior investors Sequoia Capital, Benchmark, and Zeev Ventures also participated. Bloomberg's sources are explicit: the deal has not been finalized and could fall through. Representatives for Anthropic and Decart declined to comment.
On balance, the deal would bring Anthropic a team built for the problem at hand. Decart was founded in 2023 by Israeli engineers Dean and Orian Leitersdorf, who are brothers, and Moshe Shalev. Bloomberg noted those infrastructure expenses may weigh on AI firms as they approach their Wall Street debuts. At $6 billion, the Decart acquisition would be Anthropic's largest known, arriving as the company prepares for its public offering under the weight of those same infrastructure costs.