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Amazon’s $7 Billion Decart Acquisition: The Secret Weapon Against Nvidia’s AI Dominance?

Amazon.com is reportedly in discussions to acquire San Francisco-based artificial intelligence startup Decart in a transaction potentially valued at approximately $7 billion, marking another possible expansion of its AI infrastructure strategy. Founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev, Decart specializes in software that allows developers to move AI workloads between different chip architectures, alongside developing advanced generative world models. The startup has raised more than $400 million from investors including Sequoia Capital, Benchmark and Radical Ventures and was valued at nearly $4 billion in May 2026. The reported negotiations follow an existing technological relationship, with Amazon Web Services (AWS) having granted Decart early access to its proprietary Trainium3 processors in 2025. With AWS experiencing accelerating demand for AI computing and Amazon committing substantial capital to custom silicon infrastructure, Decart could provide complementary technology across hardware optimization, cloud economics and generative AI applications.