Acquisition discussions between Amazon and AI startup Decart, with a reported price tag in the vicinity of $7 billion, are ongoing, according to individuals briefed on the matter who spoke to a publication that was not identified. According to those familiar with the negotiations, an agreement remains possible in the near term, though its prospects hinge on whether talks hold and no rival bid enters the picture.
Negotiations positioning Decart as a buyout candidate for a major technology company had moved into a late-stage phase, based on an Israeli publication's coverage that itself drew from a separate broadcaster's earlier account. News had surfaced the previous month that Anthropic stepped back from a potential acquisition of Decart, a deal reportedly valued at around $6 billion.
Valued at more than the roughly $6.5 billion Amazon spent on MGM's film and television library in 2022, a finalised Decart deal would push the price tag beyond that earlier benchmark. Earlier in the year, a separate transaction valued at roughly $11 billion put Globalstar — a rival to Starlink — under the company's umbrella.
Established in 2023, Decart has two additional projects underway — a pair of world models called Lucy and Oasis, each built to render and run interactive three-dimensional representations of physical environments. Portfolio software built by Decart lets developers port workloads across different processor architectures — a flexibility that has grown in value as organisations race to secure additional computational resources.
Built to take on Nvidia in the race for AI hardware, Amazon's Trainium3 is a proprietary processor entering a market where Nvidia has held a commanding position — its graphics processing units having become the backbone of the industry's artificial intelligence workloads. Decart received early access to the chip from Amazon Web Services the prior year, a decision that followed a meeting between the two parties and a favourable assessment of Decart's founding team.
Westmoreland, who oversees worldwide selling partner experience at Amazon, described a shift in the company's Seller Assistant tool — from a narrowly scoped conversational interface toward something functioning more like a foundational layer for third-party merchants — and noted that the number of onboarded capabilities had grown from a limited initial set into the hundreds. The company's spokesperson outlined how the Seller Assistant tool pulls together data spanning inventory levels, pricing, advertising activity, demand patterns, and compliance requirements — building an understanding of each merchant's individual way of operating, maintaining an ongoing view of day-to-day activity, and taking direct action when a seller has given the go-ahead.
