Amazon may acquire AI startup Decart for $7 billion

Amazon is in talks to acquire the startup Decart, which develops technologies for artificial intelligence. The potential deal could be valued at around $7 billion, according to The Wall Street Journal, citing sources. The negotiations could conclude soon if the parties do not disagree and no other buyer emerges. Decart creates software that simplifies switching between different AI chips, which is becoming increasingly important amid the growing demand for computing power. Additionally, the company is developing the Lucy and Oasis models, capable of generating and simulating three-dimensional real-world environments. The acquisition would allow Amazon to strengthen its position in the race for AI infrastructure. The company is developing its own Trainium chips and competes with Nvidia, which dominates the graphics processor market. In 2025, Amazon Web Services provided Decart early access to Trainium3 after becoming acquainted with the startup's team. Since its founding in 2023, Decart has raised over $400 million in venture investments from Sequoia Capital, Benchmark, and Radical Ventures. In May, the company was valued at nearly $4 billion, and the potential deal price with Amazon significantly exceeds this valuation. However, the negotiations do not yet guarantee an agreement.

Meanwhile, Nvidia is in talks to acquire the American startup Reflection AI or expand its investment in it, reports the Financial Times. The discussion is at an early stage. Possible options include additional funding, supply of computing power, or an acqui-hire format, where the company hires the startup's team and licenses its technologies without a full acquisition. Reflection develops open models that can be adapted and run on proprietary hardware. Such solutions are cheaper for businesses than using the most advanced closed-type models. Nvidia has already invested $800 million in the startup and is among its largest shareholders. In March, Reflection was preliminarily valued at $25 billion. Interest in the company is also related to competition with Chinese developers, including DeepSeek. For Nvidia, supporting open models is a way to strengthen the AI ecosystem running on its chips. However, as with Decart, the final terms of a possible deal are still unknown.

Recall that in early October, Reflection introduced Beam, its first model with open weights as a competitor to Chinese products like GLM-5.2 from Z.ai and Qwen3.8-Max from Alibaba.