Decart.ai closed a $300 million round at a roughly $4 billion valuation on May 18. Radical Ventures led, with Nvidia, Adobe Ventures, Toyota Ventures, eBay Ventures, Atreides Management, and Valor Equity Partners joining existing backers Sequoia, Zeev, and Benchmark. Angel investors include former OpenAI co-founder Andrej Karpathy and ex-Disney CEO Michael Eisner.
The Tel Aviv startup, founded in late 2023 by Unit 8200 veterans Dean Leitersdorf and Moshe Shalev, builds DOS, an optimization stack that moves AI workloads across Nvidia, Amazon, and Google chips, letting developers escape single-vendor lock-in. DOS 2.0 pushes agents to 1,600 tokens per second, eight times the industry average, and powers two world models: Lucy, which alters video objects in real time for use cases like virtual try-on mirrors, and Oasis, which generates 3D simulated environments for robotics training.
Notably, Nvidia is funding software whose central pitch is to break Nvidia chip dependence. Decart says it already books significant revenue from cloud providers and AI labs licensing DOS, with new Lucy and Oasis versions due in the coming weeks.
