Freedom: acquiring Decart could help Amazon reduce dependence on Nvidia chips

Amazon (NASDAQ: AMZN) is considering acquiring AI startup Decart for about $7 billion after Anthropic walked away from a similar deal, Oninvest reports. Freedom analyst Natalia Milchakova links Amazon’s interest to a desire to expand its chip options for its cloud platforms and attract new customers.

Decart develops artificial intelligence models and software tools that improve the efficiency of training and running them. Its technologies support hardware from various vendors, including Nvidia, Amazon’s in-house Trainium processors, and Google TPU chips.

For Amazon, such solutions could be useful in the AWS cloud division, which provides customers with computing power to develop and use AI.

Decart simplifies running AI on different processors

Software plays an important role in choosing hardware for artificial intelligence. Porting models to another compute platform requires adaptation, so having the right tools can make it easier to use alternative chips.

Decart offers optimization technologies that make it possible to use hardware from different vendors more efficiently. This could expand Amazon’s ability to use its own processors alongside Nvidia solutions.

Milchakova estimates that interest in the startup is tied to diversifying the computing infrastructure. A broader range of hardware and services could support further expansion of AWS’s customer base.

Purchase price may have influenced Anthropic’s decision

Milchakova suggests that Anthropic may have found the $6–7 billion price tag for full control of Decart excessive. In her view, the acquisition cost may have outweighed the potential benefits of broader use of alternatives to Nvidia chips.

This is the analyst’s assessment, not a confirmed explanation for Anthropic’s отказа. At the same time, the very interest in Decart’s technologies shows how important the choice of compute platform is becoming for AI developers.

For Amazon, a potential acquisition could complement its existing business around in-house processors. However, talks do not mean a deal will be completed, and its financial impact will depend on the final price and the results of integration.

Amazon expands ties with AI developers

Earlier, Freedom Broker reported on Amazon’s plans to invest up to $25 billion in Anthropic under a long-term agreement to purchase cloud services totaling more than $100 billion. Analysts linked the partnership to strengthening AWS’s position and creating demand for its infrastructure.

The companies’ cooperation is also important for Amazon’s in-house chips. Even when announcing the initial investment in Anthropic, Freedom Broker noted the role of Trainium and Inferentia processors, designed for machine-learning workloads.

The potential interest in Decart continues this direction: Amazon is seeking to develop not only computing capacity, but also software technologies that make its use more attractive to customers.

This is not an individual investment recommendation.