The one that matters
Amazon is in talks to buy Decart, the AI startup Anthropic walked away from a month ago
The WSJ reports Amazon is negotiating to acquire Decart in a deal that could value it at roughly $7B. Anthropic, an early suitor, decided against buying the company for about $6B in September. Decart built its name on aggressive GPU-efficiency work and real-time generative models; terms aren't final and talks can still collapse.
Why it matters
A $7B price for an inference-efficiency team says where the bottleneck is: making expensive accelerators earn their keep. Amazon has billions sunk into Trainium chips customers still find hard to use, and commentary around the deal keeps circling that point. The $1B spread between Anthropic's pass and Amazon's bid is a live read on how differently two buyers value the same kernels.
