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The $6 billion deal has come to an end! Rumor has it that Anthropic is abandoning the acquisition of Israeli AI startup Decart AI

智通財經·09/08/2026 03:41:03
語音播報

The Zhitong Finance App learned that, according to people familiar with the matter, artificial intelligence giant Anthropic has decided to abandon the acquisition of Israeli AI infrastructure startup Decart AI. According to people familiar with the matter, Anthropic had previously been exploring the deal and carried out due diligence on Decart AI, but ultimately decided to withdraw from the deal. One of the people familiar with the matter said that the two companies may still seek other cooperation opportunities.

In August, it was reported that Anthropic was in in-depth negotiations to acquire Decart AI, and the transaction was valued at about 6 billion US dollars. Once completed, this deal will be Anthropic's largest merger and acquisition to date, and it is also Anthropic's most critical “technical reinforcement” move before the IPO.

Anthropic has rarely made major acquisitions, but is currently investing heavily in computing power to develop new products and serve customers while preparing for a highly anticipated initial public offering (IPO). The proposed acquisition was originally intended to help Anthropic's existing computing infrastructure absorb more demand.

Decart AI was founded by Dean Leitersdorf, brothers Orian Leitersdorf, and Moshe Shalev in Israel in 2023. The startup's core capability is to maximize the operational efficiency of various chips—its software can optimize the training and inference process of AI models, helping developers “extract” more computing power from existing hardware.

Decart AI also develops so-called “world models,” which aim to simulate the real world. The company's world model targets a range of commercial applications, including autonomous driving and e-commerce. Its Lucy AI model can receive real-time videos of a person and use these videos to generate real-time, high-resolution videos, making the image look like the person is actually trying on a dress or bag — a task that has long plagued fashion e-commerce technology developers. As one of the company's investors, the e-commerce platform eBay Inc. is also a customer of Decart AI.

Decart AI said in May this year that the company completed a $300 million round of financing, led by Radical Ventures, with Nvidia Corp., Atreides Management, Valor Equity Partners, and Adobe Ventures. Former investors Sequoia Capital, Benchmark, and Zeev Ventures also participated in this round of financing. According to the report, the valuation of Decart AI in this round of financing is close to 4 billion US dollars, higher than the 3.1 billion US dollar valuation in August 2025.

In July of this year, at the Raise AI conference held in Paris, Decart AI CEO Dean Leitersdorf said in an interview that the company uses text and millions of hours of video to train AI so that it can master the ability to simulate physical properties in the real world. He said that Decart AI technology is being used for live streaming on online platforms such as Twitch, TikTok, and YouTube, and is used by network anchors such as CodeMiko, while advertising agencies and other companies are also using this technology.