商业亚马逊据称正洽谈以70亿美元收购AI视频初创公司Decart:WSJTimmy Shen2026年10月12日 UTC 19:50要点速览《华尔街日报》称,亚马逊正洽谈以约70亿美元收购Decart。《华尔街日报》称,若谈判未破裂且没有其他买家,交易可能很快达成。彭博社9月报道称,Anthropic曾考虑以60亿美元收购Decart,但最终放弃。PitchBook数据显示,Decart截至5月估值接近40亿美元,已筹资超过4亿美元。Decart今年7月推出Lucy 2.5模型,可通过文字提示实时编辑视频角色、服装和场景。Decart今年5月宣布完成3亿美元融资,由Radical Ventures领投。据《华尔街日报》报道,美国科技巨头亚马逊正洽谈以约70亿美元收购AI初创公司Decart。WSJ报道称,谈判若未破裂且没有其他买家出现,交易可能很快达成。据彭博社9月的一份报道,此前Anthropic曾考虑以60亿美元收购Decart,但最终放弃了这笔交易。Decart成立于2023年,据其网站介绍,该公司构建生成式系统,以低延迟逐帧生成互动视频和模拟环境。今年7月,该公司推出了Lucy 2.5模型,并表示用户可以通过文本提示,在视频实时串流时无缝替换角色、更换服装和编辑场景。据WSJ援引PitchBook的数据报道,Decart已筹集超过4亿美元的风险投资,截至5月其估值接近40亿美元。今年5月,该公司宣布完成一轮3亿美元融资,由Radical Ventures领投。新投资者包括英伟达、eBay Ventures和Atreides Management,现有投资者红杉资本、Benchmark和Zeev Ventures也参与了本轮融资。亚马逊拒绝了The Latent就这笔据报道正在洽谈的收购交易提出的置评请求。Decart未立即回应置评请求。Estimated AI Compute Shipped by Chip DesignerEstimated AI Compute Shipped by Chip DesignerAMDAmazonCambriconGoogleHuaweiNvidiaAs of 2026-09-30, Nvidia represents 1,175,217 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.8M6M4M2M0Mar '23Mar '24Mar '25Sep '26{"f":[360,150,40,8],"s":[["AMD","#16a34a"],["Amazon","#ea580c"],["Cambricon","#9333ea"],["Google","#2563eb"],["Huawei","#dc2626"],["Nvidia","#d97706"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",50.4,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"25.03K",127.82,null],[4,"0",128,null],[5,"91.83K",126.99,null]],"116.87K"],["2023-06-30T00:00:00.000Z","Jun '23",71.2,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"33.14K",127.76,null],[4,"0",128,null],[5,"211.99K",126.02,null]],"245.13K"],["2023-09-30T00:00:00.000Z","Sep '23",92,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.26K",127.63,null],[4,"0",128,null],[5,"342.74K",124.83,null]],"394K"],["2023-12-31T00:00:00.000Z","Dec '23",112.8,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.4,null],[4,"0",128,null],[5,"450.98K",123.59,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",133.6,[[0,"55.04K",127.61,null],[1,"33.19K",126.98,null],[2,"142",126.74,null],[3,"121.51K",125.87,null],[4,"45.03K",124.69,null],[5,"573K",120.28,null]],"827.91K"],["2024-06-30T00:00:00.000Z","Jun '24",154.4,[[0,"118.55K",127.16,null],[1,"43.04K",126,null],[2,"215",125.7,null],[3,"141.23K",124.69,null],[4,"45.03K",123.36,null],[5,"684.24K",118.16,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",175.2,[[0,"169.49K",126.79,null],[1,"75.86K",125.04,null],[2,"664",124.5,null],[3,"182.67K",123.19,null],[4,"45.03K",121.57,null],[5,"835.1K",115.3,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",196,[[0,"205.34K",126.54,null],[1,"148.06K",124.02,null],[2,"5.45K",122.93,null],[3,"283.36K",120.87,null],[4,"45.03K",118.53,null],[5,"1.24M",109.39,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",216.8,[[0,"160.23K",126.86,null],[1,"137.84K",124.73,null],[2,"4.87K",123.72,null],[3,"440.87K",120.54,null],[4,"131.96K",116.46,null],[5,"1.7M",103.44,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",237.6,[[0,"104.94K",127.25,null],[1,"164.1K",125.34,null],[2,"7.75K",124.11,null],[3,"629.72K",119.57,null],[4,"131.96K",114.14,null],[5,"1.89M",99.71,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",258.4,[[0,"202.45K",126.56,null],[1,"190.35K",123.76,null],[2,"7.56K",122.35,null],[3,"800.81K",116.59,null],[4,"131.96K",109.94,null],[5,"2.37M",92.09,null]],"3.71M"],["2025-12-31T00:00:00.000Z","Dec '25",279.2,[[0,"218.37K",126.44,null],[1,"219.89K",123.32,null],[2,"8.28K",121.7,null],[3,"875.06K",115.4,null],[4,"131.96K",108.23,null],[5,"2.96M",86.21,null]],"4.41M"],["2026-03-31T00:00:00.000Z","Mar '26",300,[[0,"229.55K",126.36,null],[1,"0",128,null],[2,"12.4K",124.64,null],[3,"923.37K",117.97,null],[4,"202.42K",109.95,null],[5,"3.39M",84.38,null]],"4.75M"],["2026-06-30T00:00:00.000Z","Jun '26",320.8,[[0,"260.92K",126.14,null],[1,"0",128,null],[2,"12.37K",124.19,null],[3,"1.61M",112.65,null],[4,"204.68K",99.74,null],[5,"3.95M",70.11,null]],"6.04M"],["2026-09-30T00:00:00.000Z","Sep '26",341.6,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"715.34K",122.9,"partial"],[4,"0",128,null],[5,"1.18M",109.43,"partial"]],"1.89M"]]}AMD: 0 (Sep '26). Amazon: 0 (Sep '26). Cambricon: 0 (Sep '26). Google: 715.3K (Sep '26). Huawei: 0 (Sep '26). Nvidia: 1.2M (Sep '26)SOURCE: Epoch AIRANGEALLYTD12M3M1M报道中的实体Amazon也提供其他语言版本相关新闻亚马逊探索转让价值80亿美元的英伟达芯片,AI支出激增:英国《金融时报》英国警方单位结束 Palantir AI 试点,寻求清除数据:BBCDeepSeek拟以4亿美元估值投资前腾讯科学家的人工智能机器人初创公司:彭博社关于我们The LatentThe Latent 是一家新闻媒体,致力于成为 AI 新闻、研究与数据领域的权威之声。订阅我们的简报商务合作关注 The Latent
Estimated AI Compute Shipped by Chip DesignerEstimated AI Compute Shipped by Chip DesignerAMDAmazonCambriconGoogleHuaweiNvidiaAs of 2026-09-30, Nvidia represents 1,175,217 H100-equivalent accelerators estimated H100-equivalent accelerators shipped.8M6M4M2M0Mar '23Mar '24Mar '25Sep '26{"f":[360,150,40,8],"s":[["AMD","#16a34a"],["Amazon","#ea580c"],["Cambricon","#9333ea"],["Google","#2563eb"],["Huawei","#dc2626"],["Nvidia","#d97706"]],"p":[["2023-03-31T00:00:00.000Z","Mar '23",50.4,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"25.03K",127.82,null],[4,"0",128,null],[5,"91.83K",126.99,null]],"116.87K"],["2023-06-30T00:00:00.000Z","Jun '23",71.2,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"33.14K",127.76,null],[4,"0",128,null],[5,"211.99K",126.02,null]],"245.13K"],["2023-09-30T00:00:00.000Z","Sep '23",92,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"51.26K",127.63,null],[4,"0",128,null],[5,"342.74K",124.83,null]],"394K"],["2023-12-31T00:00:00.000Z","Dec '23",112.8,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"83.89K",127.4,null],[4,"0",128,null],[5,"450.98K",123.59,null]],"534.88K"],["2024-03-31T00:00:00.000Z","Mar '24",133.6,[[0,"55.04K",127.61,null],[1,"33.19K",126.98,null],[2,"142",126.74,null],[3,"121.51K",125.87,null],[4,"45.03K",124.69,null],[5,"573K",120.28,null]],"827.91K"],["2024-06-30T00:00:00.000Z","Jun '24",154.4,[[0,"118.55K",127.16,null],[1,"43.04K",126,null],[2,"215",125.7,null],[3,"141.23K",124.69,null],[4,"45.03K",123.36,null],[5,"684.24K",118.16,null]],"1.03M"],["2024-09-30T00:00:00.000Z","Sep '24",175.2,[[0,"169.49K",126.79,null],[1,"75.86K",125.04,null],[2,"664",124.5,null],[3,"182.67K",123.19,null],[4,"45.03K",121.57,null],[5,"835.1K",115.3,null]],"1.31M"],["2024-12-31T00:00:00.000Z","Dec '24",196,[[0,"205.34K",126.54,null],[1,"148.06K",124.02,null],[2,"5.45K",122.93,null],[3,"283.36K",120.87,null],[4,"45.03K",118.53,null],[5,"1.24M",109.39,null]],"1.92M"],["2025-03-31T00:00:00.000Z","Mar '25",216.8,[[0,"160.23K",126.86,null],[1,"137.84K",124.73,null],[2,"4.87K",123.72,null],[3,"440.87K",120.54,null],[4,"131.96K",116.46,null],[5,"1.7M",103.44,null]],"2.57M"],["2025-06-30T00:00:00.000Z","Jun '25",237.6,[[0,"104.94K",127.25,null],[1,"164.1K",125.34,null],[2,"7.75K",124.11,null],[3,"629.72K",119.57,null],[4,"131.96K",114.14,null],[5,"1.89M",99.71,null]],"2.93M"],["2025-09-30T00:00:00.000Z","Sep '25",258.4,[[0,"202.45K",126.56,null],[1,"190.35K",123.76,null],[2,"7.56K",122.35,null],[3,"800.81K",116.59,null],[4,"131.96K",109.94,null],[5,"2.37M",92.09,null]],"3.71M"],["2025-12-31T00:00:00.000Z","Dec '25",279.2,[[0,"218.37K",126.44,null],[1,"219.89K",123.32,null],[2,"8.28K",121.7,null],[3,"875.06K",115.4,null],[4,"131.96K",108.23,null],[5,"2.96M",86.21,null]],"4.41M"],["2026-03-31T00:00:00.000Z","Mar '26",300,[[0,"229.55K",126.36,null],[1,"0",128,null],[2,"12.4K",124.64,null],[3,"923.37K",117.97,null],[4,"202.42K",109.95,null],[5,"3.39M",84.38,null]],"4.75M"],["2026-06-30T00:00:00.000Z","Jun '26",320.8,[[0,"260.92K",126.14,null],[1,"0",128,null],[2,"12.37K",124.19,null],[3,"1.61M",112.65,null],[4,"204.68K",99.74,null],[5,"3.95M",70.11,null]],"6.04M"],["2026-09-30T00:00:00.000Z","Sep '26",341.6,[[0,"0",128,null],[1,"0",128,null],[2,"0",128,null],[3,"715.34K",122.9,"partial"],[4,"0",128,null],[5,"1.18M",109.43,"partial"]],"1.89M"]]}AMD: 0 (Sep '26). Amazon: 0 (Sep '26). Cambricon: 0 (Sep '26). Google: 715.3K (Sep '26). Huawei: 0 (Sep '26). Nvidia: 1.2M (Sep '26)SOURCE: Epoch AIRANGEALLYTD12M3M1M