October 13, 2026
Bonus Content: Amazon Is Buying Decart. The Groq Mess Explains the Price.
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Amazon Is Buying Decart. The Groq Mess Explains the Price.
The Wall Street Journal reported Sunday that Amazon is in advanced talks to acquire Decart, an AI startup with Israeli roots and a significant U.S. presence, for roughly $7 billion. If the deal closes, it would surpass the roughly $6.1 billion in cash Amazon disclosed paying for MGM in 2022, plus the $2.5 billion of MGM debt it assumed and repaid at closing, and become the company’s largest AI acquisition on record. The price tag is striking. The structure is the more instructive detail.
Amazon chose a clean outright purchase. That choice did not happen in a vacuum. Just days earlier, two former Groq stockholders sued Groq’s directors in Delaware Chancery Court, alleging they improperly handed Groq’s technology and engineering workforce to Nvidia through a roughly $20 billion reverse acqui-hire without a stockholder vote. Reporting on the Groq lawsuit has emphasized the transaction’s unusual mechanics and the allegation that it was designed to capture the practical benefits of an acquisition while avoiding some of the scrutiny that would normally greet a conventional merger with a dominant market leader. In parallel, U.S. enforcers and lawmakers have been publicly signaling tougher views on AI-era deal structures that look like they are meant to sidestep standard merger review. That is the legal environment Amazon’s deal team is navigating right now.
U.S. regulators, including the Department of Justice and Federal Trade Commission, have been scrutinizing how companies structure transactions and partnerships in AI, including arrangements that resemble “acqui-hires,” for potential antitrust and merger-review circumvention. An acqui-hire structure for Decart would have invited exactly that scrutiny. A standard acquisition, subject to the HSR waiting period and straightforward merger review, is a cleaner path. Slower, perhaps. But cleaner.
What Amazon Is Actually Buying
Decart has developed software that makes it easier for developers to run their AI models on different processors, which has proven to be a valuable capability as companies scramble to secure the computing infrastructure for their AI applications. That product, called DOS, is the core of the deal’s strategic logic for AWS.
The technology has gained importance because surging AI demand has made Nvidia graphics processing units both scarce and expensive. Relying on a single type of chip leaves companies exposed to supply shortages and price increases, so the ability to switch chips flexibly is key to securing computing power reliably and holding down costs. AWS has been developing its own Trainium line precisely to reduce that dependence on Nvidia. Decart has publicly described work with AWS teams to run its Lucy model on Trainium3, and has claimed high utilization metrics. That pre-existing technical relationship matters, but investors should treat performance figures as company-reported unless and until they are independently validated.
In addition to DOS, Decart is a model developer, responsible for creating the Lucy and Oasis world models, which the company positions as tools to generate and simulate realistic three-dimensional environments for video games, robotic training, and other use cases. Decart has said Lucy can respond to user input in under 30 milliseconds and has highlighted use cases like virtual try-on, live streaming, and dynamic in-video advertising. If those workloads hold up at scale, they fit AWS’s commercial playbook better than most lab-only research demos.
The Valuation Jump and What It Signals
Decart was valued at about $4 billion in May, according to PitchBook figures cited in deal reporting. The $7 billion being discussed represents a near-doubling in five months. Last month, Bloomberg reported that Anthropic decided not to pursue an acquisition of Decart after conducting due diligence, after exploring a potential $6 billion deal in August. Anthropic’s exit left Decart in a strong negotiating position. Amazon came in above that withdrawn bid.
Decart’s backers in public deal reporting include Radical Ventures, Nvidia’s venture arm, and major venture firms including Sequoia Capital and Benchmark, with Adobe Ventures also cited among investors. Nvidia’s equity position here is worth noting: if this acquisition closes, Nvidia exits an investment in a company whose chief value to Amazon is reducing AWS customer dependence on Nvidia GPUs. That is a complex dynamic Nvidia’s investment committee accepted when it joined the round.
Risks to Monitor
The antitrust path is clearer than an acqui-hire, but it is not frictionless. The FTC’s major antitrust case against Amazon is scheduled for a bench trial beginning October 13, 2026. Regulators reviewing a $7 billion AWS infrastructure acquisition mid-trial will scrutinize whether Decart’s chip-portability software entrenches Amazon’s cloud position against rivals. That is a non-trivial argument to rebut.
There is also execution risk. The Journal’s reporting described the talks as advanced, but not final, with the usual caveats that discussions can break down or another suitor can emerge. The window is real but not guaranteed.
Bottom Line
Amazon’s decision to pursue a full acquisition rather than a licensing structure is a direct response to the legal and political wreckage the Nvidia-Groq deal has generated. The regulatory cost of a clean purchase is the HSR process. The alternative is Delaware litigation and the open-ended exposure that comes with being perceived as skirting merger review. Amazon chose the process with known rules. The Decart technology itself, particularly DOS and the promise of running efficiently across Trainium, Nvidia GPUs, and other accelerators, is the real prize: infrastructure leverage that no licensing deal would have fully secured.