亚马逊洽谈以约 70 亿美元收购 AI 芯片兼容初创公司 Decart
Amazon in Talks to Acquire AI Chip Flexibility Startup to Compete With NVIDIA: Report
据《华尔街日报》报道，亚马逊正洽谈收购 AI 初创公司 Decart，交易估值可能约为 70 亿美元。Decart 开发让开发者可在不同 AI 芯片之间切换的软件，并正在研发可生成和模拟 3D 真实环境的 world models Lucy 和 Oasis。该公司 2023 年由 Dean Leitersdorf、Orian Leitersdorf 和 Moshe Shalev 创立，已从 Sequoia Capital、Benchmark 和 Radical Ventures 等投资方融资超过 4 亿美元，2026 年 5 月估值接近 40 亿美元。亚马逊 AWS 曾在 2025 年让 Decart 提前使用其 Trainium3 AI 芯片。目前收购谈判仍在进行，尚未宣布最终协议。
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Amazon is in discussions to acquire AI startup Decart in a deal that could be valued at around $7 billion, according to a report by The Wall Street Journal (WSJ).
San Francisco-based Decart develops software that allows developers to switch between different AI chips—a capability that is becoming increasingly important as technology companies compete for computing resources to train and run AI models.
Founded in 2023 by Israeli engineers Dean Leitersdorf, his brother Orian Leitersdorf, and Moshe Shalev, Decart has raised more than $400 million in venture capital funding from investors including Sequoia Capital, Benchmark and Radical Ventures, according to PitchBook data cited by WSJ. The startup was valued at nearly $4 billion in May 2026.
The potential acquisition would give Amazon access to Decart’s chip-compatibility technology as the cloud computing giant expands its own AI hardware business and competes with NVIDIA.
Amazon Web Services gave Decart early access to its Trainium3 AI chip in 2025 after meeting the startup’s founders, WSJ previously reported. Amazon has developed its Trainium processors as an alternative to NVIDIA’s AI chips.
Beyond chip software, Decart is developing world models called Lucy and Oasis, which can generate and simulate 3D real-world environments. They can be used to create interactive environments for AI applications, including robotics and autonomous systems.
AIM has reached out to Amazon for a comment.
The proposed deal follows Amazon’s other large acquisitions in recent years. The company bought MGM Studios for $6.5 billion in 2022 and announced a roughly $11 billion deal for Globalstar earlier in 2026.
Acquisition discussions are ongoing, and the company has not announced a final agreement, per the report.