Decart AI raises $300M in Series B and releases DOS 2.0

Decart AI raises $300M in Series B led by Radical Ventures and launches DOS 2.0, a hardware-agnostic inference stack powering its Lucy and Oasis models.

Decart AI closes a $300 million Series B round led by Radical Ventures, bringing its valuation to around $4 billion, up from $3.1 billion nine months earlier. The funding round brings NVIDIA, Amazon/AWS, Adobe Ventures, Toyota Ventures, eBay Ventures, Atreides Management, and Valor Equity Partners into its capital. Sequoia, Benchmark, and Zeev Ventures return. Several business angels also participated in the round: Andrej Karpathy, Michael Eisner, the Yamauchi family office (Nintendo family), and Moritz Baier-Lentz. The total raised by the San Francisco startup, founded in 2023, exceeds $450 million.

Decart also took the opportunity to release DOS 2.0, its Decart Optimization Stack, an inference and training layer touted as hardware-agnostic: NVIDIA GPUs, AWS Trainium, Google TPUs. The lab claims 1,600 tokens per second on agentic inference (compared to an industry average of nearly 200), 100 images per second on its world models in Full HD, and a 100x improvement in cost-efficiency on equivalent hardware. DOS already powers its own products and is beginning to be licensed to hyperscalers and other labs.

This infrastructure powers the two in-house world models. Lucy processes a real-time video stream with under 30 milliseconds of latency and finds applications in virtual try-on, dynamic video advertising, streaming, and gaming. Oasis targets physical AI: interactive, persistent, and physically consistent simulations for robotics, autonomous vehicles, industry, or drones. New versions, Lucy 2.5 and Oasis 3, are expected in the coming weeks.