Amazon in Talks to Buy AI Startup Decart for US$7 Billion
Amazon is negotiating to buy Israeli startup Decart for US$7 billion. What it means for your startup's inference costs in Mexico and LatAm today.
Amazon is negotiating to buy Decart, an artificial intelligence startup founded in 2023, for about US$7 billion, according to Globes, citing The Wall Street Journal report of October 11, 2026. The deal is not yet signed and talks could fall apart if another buyer emerges or if the parties fail to agree on terms.
Decart is three years old and has three founders: brothers Dean and Orian Leitersdorf and Moshe Shalev, Israeli engineers based in San Francisco with operations in New York and Tel Aviv. In May 2026 the company raised US$300 million in a round led by Radical Ventures, with Nvidia joining as a new investor, valuing it at nearly US$4 billion. The figure now being reported implies a premium of close to 75% in less than five months, according to The Seattle Times. The data point matters in LatAm because a large share of the region's startups build on infrastructure they do not control: if the compute provider changes hands, the price and terms of service change too.
The asset that explains the price is DOS, the Decart Optimization Stack, software that adapts a model to a specific processor so it can run on Nvidia GPUs, Google TPUs or Amazon's Trainium chips without being rewritten. SiliconANGLE reports that this adaptation, previously taking months, is compressed to about two weeks. Decart also develops the world models Lucy, which edits live video, and Oasis, for training robotics and autonomous driving. The relationship predates the talks: AWS gave it early access to the Trainium3 chip in 2025 and in May 2026 signed a commercial agreement as a strategic customer. Amazon declined to comment and Decart did not respond, according to The Seattle Times, which places the deal among Amazon's largest acquisitions, alongside Whole Foods in 2017 and Globalstar this year. Anthropic explored the purchase for about US$6 billion and walked away in September, according to SiliconANGLE.
The data point leaves an open question on the table: if DOS keeps its neutrality across chips under Amazon ownership, the portability argument loses weight for those using it today to avoid being locked into a single provider. For a team with an AI product in production, the inference bill is the number to review this quarter.
This article was written with the assistance of artificial intelligence from verified sources and reviewed by a human editor before publication.