亚马逊拟70亿美元收购Decart，加速Trainium算力布局
WSJ just reported that Amazon is in talks to buy Decart for about $7B, after ear…
70亿美元级别的AI芯片生态并购案，直接反映大厂对异构算力兼容层的战略卡位，值得密切关注后续整合进展。
WSJ just reported that Amazon is in talks to buy Decart for about $7B, after earlier talks with Nvidia and Anthropic collapsed.
《华尔街日报》刚刚报道，亚马逊正在洽谈以约70亿美元收购Decart，此前与英伟达和Anthropic的谈判均已破裂。
Decart, founded in 2023 by Dean and Orian Leitersdorf and Moshe Shalev, builds software that lets developers move AI workloads between different chips.
Decart由Dean和Orian Leitersdorf以及Moshe Shalev于2023年创立，其开发的软件允许开发者在不同芯片之间迁移AI工作负载。
Its DOS optimization stack claims to make models run up to 8x faster on the same hardware, including Nvidia GPUs, Google TPUs and Amazon Trainium. So basically with this acquisition, Amazon must be targetting to lower Trainium’s cost per token below Nvidia hardware.
其DOS优化堆栈声称能使模型在相同硬件上运行速度提升高达8倍，包括Nvidia GPU、Google TPU和Amazon Trainium。因此，基本上通过此次收购，亚马逊的目标是将Trainium的单Token成本降至低于Nvidia硬件的水平。
Amazon has a head start on the technology, since AWS gave Decart early access to Trainium3 in 2025, and Decart adapted its model architecture to fit Trainium’s chip design.
亚马逊在该技术上拥有先发优势，因为AWS早在2025年就向Decart开放了Trainium3的早期访问权限，而Decart也调整了其模型架构以适配Trainium的芯片设计。
Decart also builds real-time world models: Lucy for immersive experiences such as live video, and Oasis for physical AI and robotics simulation.
Decart还构建了实时世界模型：Lucy用于沉浸式体验（如直播视频），Oasis用于物理AI和机器人仿真。
The price would sit about 75% above the valuation Decart set in May, when it raised $300M at an estimated $4B valuation.
该价格比Decart在5月份设定的估值高出约75%，当时它以约40亿美元的估值融资了3亿美元。
Anthropic, Amazon’s close AI partner, wanted Decart’s technology to make its existing computing infrastructure handle more demand, but abandoned a $6B deal after due diligence.
Anthropic作为亚马逊的亲密AI合作伙伴，曾希望利用Decart的技术使其现有计算基础设施能够处理更多需求，但在尽职调查后放弃了一笔60亿美元的交易。
The deal pays off for AWS only if Decart’s speedups hold on customers’ models, beyond Decart’s own video systems, and
只有当Decart的速度提升不仅在Decart自己的视频系统中，而且在客户的模型上也得到验证时，这笔交易才对AWS有利，并且
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