Anthropic2026-08-13 02:15:18Anthropic Reportedly in Talks to Buy Israeli AI Startup Decart for $6 BillionAnthropic is in talks to acquire Israeli AI startup Decart for $6 billion, according to Bloomberg, in what would be the company’s largest acquisition to date if completed. The deal has not been finalized. Decart, founded in September 2023 by Dean Leitersdorf and Moshe Shalev, focuses on world models and cross-chip inference optimization. The company has about 100 employees, has raised roughly $450 million, and was last valued at about $4 billion after a $300 million round backed by investors including NVIDIA and Amazon. Decart said its optimization platform can deliver agentic inference speeds of up to 1,600 tokens per second, while its world-model system can generate video at 100 frames per second, though those figures have not been independently verified. In October 2024, the startup launched Oasis, which it described as the world’s first real-time interactive generative AI video model, and said the product passed 1 million users within three days. Israeli outlet Calcalist had earlier reported that NVIDIA was initially the leading buyer, before another international company entered the process. Possible buyers mentioned at the time included SpaceX, Amazon, and cloud provider Nebius, with a reported price range of $6 billion to $7 billion.1600
Cerebras2026-07-11 06:32:13Cerebras says AI compute is sold out with $25 billion backlog as Black Forest Labs links generative video to roboticsCerebras CEO and co-founder Andrew Feldman said demand for AI compute has already been booked out, with the company holding a $25 billion backlog and seeing orders tied to a global buildout of data centers. Speaking on the All-In Podcast aired on July 10, 2026, Feldman argued that this cycle differs from earlier tech booms because customers are not waiting for capacity to appear before committing. He said buyers including OpenAI, Anthropic, SpaceX, Google, Microsoft and AWS are already lining up for more infrastructure. Feldman also framed reasoning as the next major compute sink. He said reasoning workloads consume massive amounts of tokens, making inference speed a central competitive factor, and claimed Cerebras can run 15 times faster in some cases. On open-source AI, he said enterprises increasingly want control, especially in regulated sectors, and described sovereign deployment as a growing priority. Feldman went even further on AGI, saying that by definitions commonly used 20 years ago, the industry has already passed the threshold. In the same conversation, Black Forest Labs CEO and co-founder Robin Rombach said the company is building multimodal models that span image, video, audio and action prediction. He described work with Martin Scorsese on AI-assisted visual ideation and said the longer-term opportunity is not just filmmaking. In his view, the same multimodal model used to create films could also serve as the brain of a robot.1890
