Amazon in talks to acquire AI startup Decart for about $7B

The strategic logic here is about chip optionality, not model capability: software that shifts workloads across AI accelerators attacks the lock-in that defines Nvidia's pricing power, which matters to every hyperscaler running large training and inference fleets. That Anthropic walked away from a similar deal and Amazon is now circling suggests the asset's value is tied to whoever controls the compute layer rather than the model layer. Whether talks convert into a signed agreement is the open question, and the reported valuation gap between this and Decart's last raise is worth watching.