AI infrastructure startup Decart has secured a massive $300 million funding round as investors race to back companies building the technology powering the next phase of artificial intelligence growth. The new investment reportedly values the company at nearly $4 billion.
The San Francisco and Israel-linked startup is attracting major attention for solving a growing problem in the AI industry: making it easier for companies to switch AI workloads between different chip providers such as Nvidia, Amazon and Google.
Why AI Chip Switching Matters
As demand for AI computing explodes globally, many AI companies are struggling to secure enough GPU and processor capacity to run large models and services. However, moving AI systems from one hardware ecosystem to another can be expensive, time-consuming and technically difficult.
Decart says its software platform, known as the Decart Optimization Stack (DOS), helps developers transfer AI models between different chips and cloud infrastructures without needing to rebuild systems from scratch.
The company believes this could significantly reduce costs and speed up deployment for AI labs and enterprise customers operating at scale.
Nvidia Backs A Startup Helping Competitors
One of the biggest talking points surrounding the funding round is the involvement of NVIDIA as an investor.
The move is seen as surprising because Decart’s technology allows AI companies to more easily use processors made by Nvidia’s rivals, including Amazon’s Trainium chips and Google TPUs. Despite that, Nvidia joined the round alongside major investors including Radical Ventures, Sequoia Capital, Benchmark, Adobe Ventures and Toyota Ventures.
The investment highlights how critical software optimization is becoming in the global AI race, even for dominant hardware players.
Founded By Young Israeli Tech Talent
Decart was founded in 2023 by Israeli engineers Dean Leitersdorf, Orian Leitersdorf and Moshe Shalev. The startup quickly gained attention inside the AI industry for building ultra-efficient infrastructure focused on low-latency AI systems and real-time world models.
The company has rapidly expanded from optimization software into immersive AI experiences, including its “Oasis” and “Lucy” world models, which generate interactive real-time simulations and video environments.
AI Infrastructure Becomes Silicon Valley’s New Gold Rush
Decart’s latest raise reflects a wider investor shift toward AI infrastructure startups rather than consumer AI apps alone.
Venture capital firms are increasingly backing companies focused on:
- AI compute efficiency,
- cloud optimization,
- inference acceleration,
- low-latency systems,
- and enterprise deployment tools.
Industry analysts believe the next major AI winners may not only be chatbot companies, but also the firms building the “plumbing” behind AI operations.
Amazon Already Using The Technology
According to reports, Amazon has already become one of Decart’s biggest customers and is using parts of its technology across several business divisions, including e-commerce, streaming and cloud infrastructure.
