Decart vs Modular

Decart — Foundation Models · Private · $4B valuation · 3 of 3 figures sourced  |  Modular — Infrastructure · Acquired · $3.1B valuation · 1 of 1 figure sourced

Relationship

Decart Optimization Stack and MAX do comparable work on GPU programming; both also serve buyers who need to run an open-weight model on your own infrastructure and serve a model in production; Modular is acquired, with no independent scale.

Assembled from the recorded fields for this pair, not hand-checked. The comparison below is read from each company’s own profile.

3 of 8 capabilitiesShared product type

3 of 8 capabilities — Shares GPU programming, model hosting and model inference.

Ludbee capability tags · from the product records

Shared product type — Both ship infrastructure service.

Ludbee product records

Aligned comparison

FieldDecartModular
Valuation$4B$3.1B Modular has 22% less
Employees——
Founded2023—
StatusPrivateAcquired
CategoryFoundation ModelsInfrastructure
Stack layerAPI service, Application, Infrastructure service, Model APIDeveloper tool, Infrastructure service
HeadquartersTel Aviv, IsraelSan Francisco, USA

Capability overlap

Shared · 3

GPU programmingModel hostingModel inference

Not verified for Modular · 5

Image editingModel trainingText generationVideo editingVideo generation

Recorded for Decart. Modular’s product records say nothing either way — a missing record is not a missing capability.

Modular has no capability Decart lacks, among the 3 recorded here.

Products, side by side

Algorithmic pairing — assembled from recorded fields, not hand-checked

Decart

Infrastructure service

Decart Optimization StackInfrastructure service

The Decart Optimization Stack (DOS) is Decart's inference and training optimization infrastructure, spanning hardware-aware model design, kernel tooling, proprietary compilers and inference optimization. It is sold to hardware providers and AI teams as engagements covering benchmark optimization, customer-defined kernel and compiler work, cross-workload efficiency gains, and profiler and simulator licensing, and is marketed as hardware-agnostic across GPUs, TPUs, Trainium and AMD accelerators.

Modular

Infrastructure service

MAXInfrastructure service

Open-source AI serving and modelling framework: a Python API, model pipelines and GPU kernels for NVIDIA, AMD and Apple hardware.

Modular CloudInfrastructure service

Modular's hosted inference service — shared and dedicated frontier-model endpoints, and the same stack deployed into a customer's own VPC.

No counterpart

Decart sells these in a stack layer with no product recorded for Modular yet — nothing on the other side to compare them against.

Application

Delulu (by Decart)Application

Delulu is Decart's consumer mobile app for AI photo transformation, published on iOS and Android by Decart.AI, Inc. Its store listing describes it as a way to 'Turn any photo into something fun, weird, or just really good-looking, with a single tap', browsing preset styles and creating stickers to share.

LucyApplication

Real-time video editing platform that edits and transforms live video at streaming speed, for enterprises, brands, creators and live/streaming/gaming use cases; built on Decart's DOS infrastructure.

API service

Oasis 3API service

Interactive world model for Physical AI, generating realistic, controllable real-time simulation environments for training autonomous systems, distributed as an API/SDK product built on Decart's Optimization Stack (DOS) infrastructure.

Model API

CogitoModel API

Cogito is Decart's OpenAI-compatible LLM inference API, serving frontier open-weight models including Kimi K2.6, Kimi K2.7 Code, GLM-5.2, Qwen3 235B and GPT-OSS 120B across Trainium, TPU and GPU capacity. A self-serve Standard tier is billed per token, while an ultra-fast reserved tier advertises 1,000+ tokens per second. It is built on Decart's own DOS optimization stack.

Decart API PlatformModel API

Hosted API for Decart's real-time video and world models.

Modular sells these in a stack layer with no product recorded for Decart yet — nothing on the other side to compare them against.

Developer tool

MojoDeveloper tool

Apache-2.0 systems language for writing fast code across CPUs, GPUs and other accelerators without vendor lock-in, published by Modular.