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知情人士透露,开发 Claude 聊天机器人的 AI 公司 Anthropic 在进行尽职调查后,已决定放弃收购以色列 AI 初创公司 Decart AI。此前曾传出 Anthropic 有意以约 60 亿美元收购该公司,以期透过其晶片优化技术增强自身的算力基础设施,但双方最终未能达成协议,不过未来仍可能在其他方面展开合作。

Decart 由 Dean Leitersdorf、Orian Leitersdorf 及 Moshe Shalev 于 2023 年创立,其软体主要协助优化晶片效能以降低 AI 模型训练与推论的成本,同时该公司也研发用于模拟物理世界的「世界模型」,应用范畴涵盖自动驾驶、直播串流及电子商务等领域,例如旗下 Lucy 模型即可即时生成逼真的服饰试穿影像。

该新创公司在今年 5 月完成了一轮由 Radical Ventures 领投的 3 亿美元融资,并吸引了辉达(Nvidia)及投资者兼客户的 eBay 等机构参与,公司估值达到近 40 亿美元。与此同时,极少进行大型收购的 Anthropic 则持续在筹备首次公开募股(IPO)前大举投资算力,期望达成能与 SpaceX 相提并论的上市募资规模。

Anthropic PBC has decided against acquiring AI startup Decart AI after conducting due diligence, according to people familiar with the matter. The maker of the Claude chatbot had previously explored purchasing Decart for approximately $6 billion to bolster its computing infrastructure, but the deal was ultimately abandoned, though the two companies may still pursue alternative partnerships. (Key numbers: 60)

Founded in 2023 by Israeli engineers Dean and Orian Leitersdorf alongside Moshe Shalev, Decart produces an optimization stack designed to enhance chip efficiency for AI training and inference, alongside developing physical world models used in livestreaming, autonomous driving, and e-commerce applications such as its Lucy virtual try-on model.

Decart raised $300 million in May in a funding round led by Radical Ventures with participation from Nvidia and its customer-investor eBay, bringing its valuation to nearly $4 billion. Meanwhile, Anthropic continues to pour capital into computing power ahead of an anticipated initial public offering where it aims to rival the scale of listings like SpaceX. (Key numbers: 5, 3, 40)

2026-09-09 (Wednesday) · 8641cd43b27cb93bfb10b0bb1bd47b428d581c2b