Anthropic is in talks to acquire Israeli AI startup Decart for about $6 billion, according to people familiar with the matter cited by Bloomberg. The deal would be Anthropic's largest known acquisition and signals a strategic push to lower the cost of running its models at scale.
Decart builds software that makes GPU compute more efficient — reducing the cost of training and operating AI models by helping chips work harder. For Anthropic, which just reported preliminary Q2 revenue above $11.5 billion (more than 14x year-over-year), the acquisition targets a direct bottleneck: surging demand for Claude Code and API usage is pressing against compute capacity.
The compute efficiency play
The talks come as Anthropic courts investors ahead of a potential IPO. Bloomberg reported the company showed positive adjusted operating income in Q2, a notable milestone for a lab that has burned heavily on compute and talent. Decart's optimization layer would let Anthropic serve more inference demand on its existing infrastructure, improving unit economics at a time when enterprise adoption of coding agents is compounding.
Decart was founded by researchers from the Technion and Hebrew University. Its technology focuses on kernel-level GPU optimization and memory management — the plumbing that determines how much useful work each dollar of compute buys. In a market where frontier labs spend billions on data centers, a 10-20% efficiency gain compounds to hundreds of millions in savings.
Why now
The $6 billion valuation reflects both the strategic scarcity of compute-efficiency IP and Anthropic's urgency. OpenAI, Google, and xAI are all racing to lower inference costs. Anthropic's approach — buying the optimization layer rather than building it — mirrors its recent revenue trajectory: move fast, spend heavily, compound the advantage.
Sources
Bloomberg: Anthropic in Talks to Buy AI Startup Decart for $6 Billion (Aug 13, 2026) — https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion
Bloomberg: Anthropic Revenue Surges To Over 11.5 Billion In Second Quarter (Aug 14, 2026) — https://www.bloomberg.com/news/articles/2026-08-14/anthropic-revenue-ahead-of-ipo-surges-over-14-fold-in-second-quarter



