Amazon would be in negotiations to buy Decart, a young company specialized in models capable of generating and modifying visual worlds, for approximately 7 billion dollars. The information, published by the Wall Street Journal and later taken up by Reuters, remains conditional: no agreement has been announced and both Amazon and Decart have not publicly confirmed the negotiations.
Decart is not limited to video generation
Founded in 2023 by Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev, Decart became known with so-called “world models”. Unlike an image generator that produces a fixed result, this family of systems seeks to construct a coherent representation of an environment and its evolution. Oasis thus generates simulated spaces that can be used to train or test robots and autonomous driving systems. Lucy, backed by Nvidia, is touted as capable of transforming live video.
The industrial issue goes beyond the visual effect. For a robot or vehicle to learn to react to unusual situations, it must have a wide variety of scenarios. Simulations allow expensive, dangerous or difficult-to-record events to be repeated in the real world. We had already mentioned this race for predictive representations with the Mirror Particle world model, designed to anticipate human behavior.
Decart is also developing a software layer aimed at better exploiting various accelerator families. This point is of direct interest to Amazon Web Services. AWS builds its own Trainium chips to reduce its dependence on Nvidia GPUs and offer a lower-cost alternative to its customers. According to the Wall Street Journal, Decart gained early access to Trainium3 in 2025. An acquisition could therefore strengthen both the model offering and the group’s hardware strategy.
A price that reflects the battle over AI infrastructure
The amount advanced would represent a clear premium compared to the nearly $4 billion valuation attributed to Decart in May 2026. The startup then raised $300 million in a round led by Radical Ventures, with Nvidia among the new investors. It has reportedly raised over $400 million since its inception.
For Amazon, $7 billion would constitute a significant bet but consistent with a strategy that combines cloud services, internal silicon and consumer applications. For example, the group has just introduced Alexa tablets running Android, a sign that it is also looking for new entry points to its services. However, the Decart acquisition could primarily benefit AWS: the ability to run complex models on different accelerators is a selling point for customers who refuse to rely on a single architecture.
The possible uses then cover logistics, robotics, advertising creation and entertainment. Amazon has automated warehouses, a delivery business, a studio and a cloud platform. A model capable of simulating environments or modifying a video signal in real time could flow between several of these divisions. This complementarity, however, will remain a hypothesis as long as the companies have not explained their project.
Advanced negotiations do not deserve a deal
Reuters reports that a deal could be reached quickly if talks do not fail and other suitors do not come forward. These two reservations are essential. A valuation reported by anonymous sources may progress to signature, include contingent payments, or never result in a sale. Competition authorities could also examine the effect of the acquisition on the market for cloud models and artificial intelligence.
Amazon’s alleged interest comes as Google transforms Gemini into a labor agent and as large groups seek to control more technical components, from the processor to the application. Acquiring already funded equipment and technology can accelerate this integration, but the $7 billion price tag also sets a high bar for a company created just three years earlier.
Another actor has already examined the file: Anthropic would have studied an acquisition of Decart in August around 6 billion dollarsbefore giving it up after a thorough verification phase. This precedent, reviewed by Bloomberg and recalled by Reuters, shows that the interest is real, while underlining that the transaction with Amazon can still be stopped.
