Amazon is reportedly in talks to acquire AI startup Decart for around $7 billion, according to the Wall Street Journal. Decart, founded in 2023 by three Israeli engineer brothers, develops software that helps developers switch between different AI chips. The company's Lucy model can edit live video in real time, while its Oasis model generates simulated environments for robotics and autonomous driving. Decart was valued at nearly $4 billion in May and raised $300 million in a funding round led by Radical Ventures, with Nvidia joining as a new investor. Anthropic previously explored acquiring Decart for around $6 billion but decided against it. A deal could close soon if negotiations hold.
The South Korean stock market is losing foreign investor interest as the AI investment boom shows signs of cooling. Trading turnover in the $4.3 trillion market has dropped 70% from its late-May peak, and the benchmark Kospi has fallen 22% in the second half of 2026. Foreign investors have pulled $131 billion from Korean equities this year, the largest outflow among major Asian markets. Samsung and SK Hynix, which together make up over half the index weighting, are now seen as vulnerabilities. Taiwan's tech sector is drawing investors seeking broader AI supply chain exposure instead.
Meta's AI agent Muse has progressed from a June 2025 memo called Personal Super Intelligence to a working prototype in just a few months. Founder Alexandr Wang said the team spent seven months improving reliability, tracking over 100 behaviors the model needed to perform and testing each one. A tuned version of Muse Spark 1.3 became the first milestone that passed all checks. Wang credited Mark Zuckerberg for staying patient through Wall Street skepticism during the development process.
SK Square, the investment arm of South Korea's SK Group, has invested in Japanese physical AI startup Mujin Corp. The investment aims to integrate robotics software into semiconductor manufacturing and logistics operations. The move turns SK Hynix's financial success into fuel for future AI and chip-related deals. Details were shared by people familiar with the matter.
Former Intel CEO Pat Gelsinger warned that power and memory constraints pose bigger challenges than chip design for AI development. During The a16z Show on October 9, he called high-bandwidth memory a problematic technology and predicted many data center projects will fail due to insufficient electricity access. He pointed to Graphcore as an example of how markets can move faster than products, arguing that fabrication, packaging, and power delays can make accelerators outdated before they are even deployed.
NVIDIA selected Jacobs Solutions on September 30, 2026, to deploy its Data Center Digital Twin in a three-year SaaS agreement covering a large US AI R&D facility. The tool integrates engineering models, operational technology, and live data to support forecasting, leak detection, maintenance, and operator training. The deal underscores Jacobs' growing role in AI infrastructure for hyperscale clients.
Zscaler is seeing strong demand driven by agentic AI security needs. The company reported annual recurring revenue of $3.8B last quarter, growing 25% year over year, and is expected to potentially double its ARR by 2031. Its fair value estimate sits at $253.18 with 16.8% upside, though competitors like Palo Alto and Microsoft remain a risk. Meanwhile, Veeva Systems is reporting growing adoption of its AI-focused products across clinical, regulatory, safety, and quality workflows, with clients like Servier and emerging biotechs adopting tools such as Veeva Basics and Veeva DQS.
Parenting expert Emily Oster, an economics professor at Brown University, has offered guidance on how families should approach ChatGPT for Teens, a newly launched tool for young users. Oster founded ParentData and wrote bestselling books about data-driven parenting. Her advice focuses on helping parents navigate their teens' use of AI tools in a practical, evidence-based way.
Oren Etzioni and Max Tegmark debated AI risks in a New York Post video, disagreeing on whether AI is already out of control and how regulation should be handled. Etzioni pointed to cyberattacks and bioweapon attempts as clear dangers, while Tegmark pushed for binding safety standards. Both agreed that AI CEOs should not be taken at face value and expressed concerns about China and the political landscape around AI rules.
Key Takeaways
- Amazon is in talks to acquire AI startup Decart for around $7 billion, a company whose software helps developers switch between AI chips and whose models handle real-time video editing and simulated environments.
- Decart was valued at nearly $4 billion in May and raised $300 million with Nvidia as a new investor, while Anthropic previously explored but abandoned a potential $6 billion acquisition.
- South Korean stocks have lost significant foreign interest, with turnover down 70% from its peak and $131 billion pulled from equities this year, the largest outflow among major Asian markets.
- Meta's AI agent Muse went from a June 2025 memo to a prototype, with the team tracking over 100 behaviors and achieving a tuned Muse Spark 1.3 version that passed all checks.
- SK Square invested in Japanese physical AI startup Mujin to integrate robotics software into semiconductor manufacturing and logistics, leveraging SK Hynix's financial success.
- Former Intel CEO Pat Gelsinger warned that power and memory are bigger constraints than chip design for AI, predicting many data center projects will fail due to electricity shortages.
- NVIDIA selected Jacobs Solutions for a three-year SaaS deal to deploy its Data Center Digital Twin at a large US AI R&D facility, supporting forecasting, maintenance, and operator training.
- Zscaler reported $3.8B in annual recurring revenue, growing 25% year over year, driven by agentic AI security demand, with a fair value estimate of $253.18.
- Veeva Systems is seeing growing adoption of AI-focused products like Veeva Basics and Veeva DQS among biotech and pharma clients, deepening its role as a life sciences cloud workflow backbone.
- Etzioni and Tegmark disagree on AI regulation but both warn that AI CEOs should not be trusted and share concerns about cyber dangers and China's role in AI development.
Amazon in Talks to Buy AI Startup Decart for Around $7 Billion
Amazon is in talks to acquire AI startup Decart for about $7 billion according to the Wall Street Journal. The report cited people familiar with the matter. Reuters could not immediately verify the report. Decart and Amazon did not respond to requests for comment.
Amazon in Talks to Buy AI Startup Decart for Around $7 Billion
Amazon is in talks to acquire AI startup Decart for around $7 billion according to the Wall Street Journal. Decart's Lucy model can edit live video in real time and its Oasis model generates simulated environments for robotics and autonomous driving. Decart was valued at nearly $4 billion in May and raised $300 million in a funding round led by Radical Ventures with Nvidia joining as a new investor. Anthropic previously decided not to pursue an acquisition of Decart after exploring a deal for potentially $6 billion. A deal could happen soon if talks do not fall apart.
Amazon in Talks to Buy AI Startup Decart
Amazon is in negotiations to acquire AI startup Decart in a deal valued at around $7 billion according to the Wall Street Journal. The purchase could be completed soon if negotiations do not collapse. Anthropic decided against acquiring Decart after conducting due diligence and exploring a deal for about $6 billion. Decart was founded in 2023 by three Israeli engineers brothers Dean and Orian Leitersdorf and Moshe Shalev.
Amazon in Talks to Buy AI Startup Decart for Around $7 Billion
Amazon is in talks to acquire AI startup Decart for around $7 billion according to the Wall Street Journal. Decart's Lucy model backed by Nvidia can edit live video in real time. Its Oasis model generates simulated environments to train robotics and autonomous driving systems. Decart was valued at nearly $4 billion in May and raised $300 million in a funding round led by Radical Ventures. Anthropic previously explored buying Decart for potentially $6 billion but decided not to pursue it. Reuters could not verify the report and neither company commented.
Amazon in Talks to Buy AI Startup Decart for Around $7 Billion
Amazon is in talks to buy AI startup Decart for around $7 billion according to the Wall Street Journal. Decart is a San Francisco company whose software makes it easier for developers to switch between different AI chips. The deal could be finalized soon if negotiations do not fall apart.
South Korean stocks lose appeal as AI enthusiasm fades
South Korean stocks are losing foreign interest as the AI investment boom weakens. Trading turnover in the $4.3 trillion market has dropped 70% from its late-May peak. The benchmark Kospi has fallen 22% in the second half of 2026 after a strong first half. Foreign investors have pulled $131 billion from Korean equities this year, the largest outflow among major Asian markets.
Foreign investors pull out of South Korean stocks
Foreign investors are leaving South Korean stocks as enthusiasm for AI-related investments declines. The $4.3 trillion equity market has seen turnover drop 70% from its late-May peak. The Kospi benchmark fell 22% in the second half of 2026. Samsung and SK Hynix, which make up over half the index weighting, are now seen as vulnerabilities. Taiwan's tech sector is attracting investors who want broader AI supply chain exposure.
Muse AI agent built from memo to prototype in two weeks
Muse went from a June 2025 memo called Personal Super Intelligence to a prototype in February and then a September launch. Meta Superintelligence Labs founder Alexandr Wang said the team spent seven months improving reliability. The team tracked over 100 behaviors the model needed and tested each one. A tuned version of Muse Spark 1.3 was the first milestone that passed all checks. Wang credited Mark Zuckerberg for staying patient through Wall Street skepticism.
Veeva Systems sees growing AI platform adoption
Veeva Systems reported new AI focused products across clinical, regulatory, safety, and quality workflows. Adoption is growing for Veeva Basics, Veeva DQS, and Veeva OpenData among emerging biotechs and large pharma clients like Servier. Investors are watching whether AI tools like Basics and DQS become embedded in daily work rather than remaining optional. The key question is whether Veeva can deepen its role as a cloud workflow backbone for life sciences.
SK Square invests in Japanese AI startup Mujin
SK Square, the investment arm of South Korea's SK Group, invested in Japanese physical artificial intelligence startup Mujin Corp. The move aims to integrate robotics software into semiconductor manufacturing and logistics. The investment turns SK Hynix's financial success into fuel for future AI and chip deals. Details were shared by people familiar with the matter on Sunday.
Parenting expert Emily Oster guides teens on ChatGPT use
ChatGPT for Teens has launched as a new tool for young users. Parenting expert Emily Oster, an economics professor at Brown University, shared advice on how parents should approach it. She founded ParentData and wrote bestselling books about data-driven parenting. Her guidance focuses on helping families navigate teen use of AI.
Zscaler grows through agentic AI security demand
Zscaler is rated a Buy due to strong AI-driven security demand. Its annual recurring revenue reached $3.8B last quarter, growing 25% year over year. The company is expected to potentially double its ARR by 2031. Competitors like Palo Alto and Microsoft remain a risk, but Zscaler has strong enterprise integration. Its fair value estimate is $253.18 with 16.8% upside.
Etzioni and Tegmark debate AI risks and regulation
Oren Etzioni and Max Tegmark debated AI risks in a New York Post video. They disagreed on whether AI is already out of control and how to handle regulation. Etzioni sees cyberattacks and bioweapon attempts as clear dangers, while Tegmark pushes for binding safety standards. Both agree that AI CEOs should not be taken at their word. They also share concerns about China and the political landscape around AI rules.
Pat Gelsinger warns AI power limits outweigh chip design
Pat Gelsinger, former Intel CEO, warned that power and memory are bigger constraints than chip design for AI. He called high-bandwidth memory a hideous technology during The a16z Show on October 9. He predicted many data center projects will fail because they cannot secure enough electricity. Gelsinger used Graphcore as an example of how markets can move faster than products. He argues that fabrication, packaging, and power delays can make accelerators outdated before deployment.
Jacobs Solutions wins NVIDIA digital twin AI contract
NVIDIA selected Jacobs Solutions on September 30, 2026, to deploy its Data Center Digital Twin. The three-year SaaS agreement covers a large US AI R&D facility. The tool integrates engineering models, operational technology, and live data. It supports forecasting, leak detection, maintenance, and operator training. The deal highlights Jacobs role in AI infrastructure for hyperscale clients.
Sources
- Amazon in Talks to Buy AI Startup Decart for Around $7 Billion, WSJ Reports
- Amazon in talks to buy AI startup Decart for around $7 billion, WSJ reports
- Amazon Is in Talks to Buy AI Startup Decart, WSJ Reports
- Amazon in talks to buy AI startup Decart for around $7 billion, WSJ reports
- Exclusive | Amazon in Talks to Buy AI Startup Decart for Around $7 Billion
- Foreign investors flee South Korean stocks as AI boom loses steam
- Foreign investors flee South Korean stocks as AI boom loses steam
- Muse Went From Memo to Prototype in Two Weeks
- How Investors Are Reacting To Veeva Systems (VEEV) AI Platform Adoption
- SK Square set to turn SK Hynix windfall into firepower for AI, chip deals
- How parenting expert Emily Oster says teens should be using AI
- Zscaler Powered By Agentic AI Growth
- Etzioni on AI: Where I agree with AI ‘doomer’ Max Tegmark, and where I think he’s wrong
- Pat Gelsinger AI Hardware Warning: HBM Is Bad, and Power Is the Real Constraint
- How Investors May Respond To Jacobs Solutions (J) Nvidia AI Facility Win
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