What happened
Ynetnews reports, citing Bloomberg and unnamed people familiar with private discussions, that Anthropic walked away from a potential acquisition of Israeli AI startup Decart valued at about $6 billion. No final agreement had been reached. Anthropic and Decart declined to comment, so the reported decision is not independently confirmed by either company.
Ynetnews says Bloomberg reported that Anthropic, the developer of Claude, explored acquiring Decart and conducted due diligence before abandoning the potential transaction. The proposed value was about $6 billion, but the report says negotiations had not produced a final agreement and remained at risk of collapsing.
According to Ynetnews’s account of the Bloomberg report, the discussions were described by people familiar with the matter who asked not to be identified. Representatives for both Anthropic and Decart declined to comment. The report therefore establishes that the claim was published by Bloomberg and relayed by Ynetnews, but it does not independently verify that the acquisition was formally terminated.
The reported rationale centered partly on Decart’s technology for improving the efficiency of chips used in AI training and inference. Decart was founded in 2023 by Dean and Orian Leitersdorf and Moshe Shalev and also develops AI models and tools for demanding workloads.
Source details: ynetnews.com ↗
Why it matters
The reported deal would have given Anthropic access to technology intended to improve the efficiency of chips used to train and run AI systems. If accurate, the decision illustrates how competition for computing capacity is shaping major AI-company strategy, while also showing that a large acquisition can end even after due diligence.
AI companies are seeking more output from scarce and expensive computing infrastructure as demand for model training and inference grows. Decart’s reported chip-optimization capabilities could have been strategically relevant to Anthropic’s capacity expansion, but the source provides no independent performance results, deployment evidence, or technical evaluation.
The reported end of the talks is a meaningful industry development because it concerns a proposed multibillion-dollar transaction involving a major frontier-model company. However, the price was never finalized, and the source does not establish that Anthropic paid a termination fee, transferred technology, or gained any operational benefit from the discussions.
Ynetnews also repeats claims that Anthropic is preparing for a potentially very large initial public offering. Those claims come from unnamed people familiar with preparations and are not independently confirmed in the source.
What to watch next
The companies may still pursue another form of cooperation, according to the report. Key unknowns include whether any commercial or technical partnership will be announced, why Anthropic ended the acquisition discussions, and whether Decart will seek another buyer or funding. Anthropic’s reported IPO preparations are also unconfirmed.
Anthropic and Decart could still examine other forms of cooperation, but the source does not specify whether that would involve licensing, investment, a commercial partnership, or technical integration.
There is no documented public explanation for Anthropic’s decision to end the acquisition discussions. Future statements from either company, regulatory filings, financing announcements, or a separate acquisition would clarify the outcome.
Readers should treat the reported valuation, the reasons for abandoning the deal, and the IPO-related claims as unconfirmed because both companies declined to comment and the report relies on unnamed sources.