Anthropic's biggest cheque yet would not buy a model — it would buy more room on the chips it already has
Bloomberg reports that Anthropic is in talks to acquire the Israeli startup Decart for about $6 billion, which would be its largest acquisition and its fifth this year. Decart, founded in 2023 and employing roughly 100 people, builds real-time video and world models alongside software that squeezes more throughput out of existing accelerators from Nvidia, Google and Amazon. Nothing is signed; the company was valued near $4 billion in a $300 million round in May, so the reported price is about a 50% premium.
Why it mattersAnthropic filed confidentially for a listing in early June and has spent the year signing power contracts and data-centre leases. Buying efficiency is the one way to add capacity without waiting for more silicon, and it is a clear signal of where the constraint now sits. The money at this end of the industry is no longer chasing a better model — it is chasing a cheaper token.
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