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Briefed DailyMonday, 12 October 2026

Amazon circles a $7bn AI video startup

Decart makes real time AI video generation tools, the kind that could sit inside AWS's model hosting business or reshape how Amazon's own media arms produce content. A $7bn price tag for a startup most operators have never heard of says more about where the capital is flowing than about Decart itself. Amazon has spent 2026 playing catch up to Microsoft and Google on frontier AI partnerships, and buying infrastructure-adjacent startups outright is cheaper than losing another bidding war for compute. If the deal closes, expect AWS to bundle Decart's tech as a differentiator against Azure's OpenAI tie-up within two quarters.

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