《华尔街日报》周日报道，亚马逊正在就收购人工智能初创公司Decart进行谈判，该交易可能使其估值达到约70亿美元。凯特·克拉克和劳伦·托马斯报道了此事，消息来源为熟悉情况的人士。
Amazon is in talks to buy the AI startup Decart in a deal that could value it at about $7bn, The Wall Street Journal reported on Sunday. Kate Clark and Lauren Thomas reported the talks, citing people familiar with the matter.
《华尔街日报》称，如果谈判不破裂且没有其他买家介入，交易可能很快达成。TNW未能独立核实该报道。路透社报道，亚马逊在常规营业时间外拒绝置评，Decart未回应置评请求。
A deal could come soon if the talks do not fall apart and no other buyer steps in, the Journal said. TNW has not independently verified the report. Amazon declined to comment outside regular business hours, and Decart did not respond to requests for comment, Reuters reported.
Decart的产品《华尔街日报》称，Decart的软件使开发者在不同人工智能芯片之间切换更加便捷。随着公司争相抢夺算力，这一能力变得更为重要。
What Decart makes Decart’s software makes it easier for developers to move between different AI chips, according to the Journal. The paper said that ability matters more as companies race to secure computing power.
Decart将该软件层称为DOS。它还自行开发模型：Lucy和Oasis。Lucy在视频播放过程中实时修改画面，Oasis为机器人和其他物理人工智能创建交互式世界。
Decart calls that software layer DOS. It also builds its own models: Lucy and Oasis. Lucy changes live video as it plays, and Oasis creates interactive worlds for robots and other physical AI.
Dean和Orian Leitersdorf兄弟于2023年与Moshe Shalev共同创立了Decart。公司总部位于旧金山，在特拉维夫设有团队。公司未披露收入。
Brothers Dean and Orian Leitersdorf founded Decart in 2023 with Moshe Shalev. The company is based in San Francisco and has a team in Tel Aviv. It has not disclosed its revenue.
与亚马逊芯片的关联《华尔街日报》称，亚马逊网络服务（AWS）去年在与Decart创始人会面后，向其提供了Trainium芯片的早期访问权。亚马逊开发Trainium是为了与英伟达竞争。
Its links to Amazon’s chips Amazon Web Services offered Decart early access to its Trainium chip last year, after meeting its founders, the Journal reported. Amazon built Trainium to compete with Nvidia.
Decart的视频模型于2025年12月在AWS re:Invent大会上实时运行在Trainium3芯片上。当周，亚马逊在Trainium3发布帖子中提到了Decart。
Decart’s video model ran live on Trainium3 at the AWS re:Invent conference in December 2025. Amazon named Decart in its Trainium3 launch post that week.
亚马逊在该帖子中表示，Decart在Trainium3上“以半价实现GPU的4倍帧生成速度”。
Decart is “achieving 4x faster frame generation at half the cost of GPUs” on Trainium3, Amazon said in the post.
早期求购者5月，Decart在由Radical Ventures领投的融资轮中筹集了3亿美元，英伟达作为新投资者加入。该轮融资使其估值接近40亿美元。
Earlier suitors In May, Decart raised $300m in a round led by Radical Ventures, with Nvidia joining as a new investor. The round valued it at nearly $4bn.
Decart的创始人此前曾拒绝英伟达的更高报价。8月，Anthropic曾就以约60亿美元股票收购Decart进行谈判。
Decart’s founders had earlier turned down a higher offer from Nvidia. In August, Anthropic was in talks to buy Decart for about $6bn in shares.
9月，Anthropic 在尽职调查后退出。Decart 的创始人拒绝了 Anthropic 将团队大部分从特拉维夫搬到旧金山的要求。
In September, Anthropic walked away after due diligence. Decart’s founders had refused Anthropic’s push to move much of the team from Tel Aviv to San Francisco.
Decart 已从包括红杉资本、Benchmark 和 Radical Ventures 在内的投资者那里筹集了超过 4 亿美元。Globes 报道称，按报道的价格成交将成为以色列科技行业历史上最大的退出之一。
Decart has raised more than $400m from investors including Sequoia Capital, Benchmark and Radical Ventures. A deal at the reported price would be one of the biggest exits in the history of Israel’s tech industry, Globes reported.
亚马逊不是唯一一家致力于减少对英伟达依赖的云公司。微软周一表示，其自研的 Maia 300 芯片将从 2027 年起用于运行其 AI 服务。英伟达本身正在就收购 Reflection AI 或对其进行更多投资进行谈判，《金融时报》报道。
Amazon is not the only cloud company working to rely less on Nvidia. Microsoft said on Monday that its own Maia 300 chip will run its AI services from 2027. Nvidia itself is in talks to buy Reflection AI or invest more in it, the Financial Times reported.