OpenAI 支持的 Thrive Holdings 以约 76 亿美元股权收购 ADT
OpenAI-backed Thrive Holdings acquires ADT
Thrive Holdings 宣布以每股 10 美元、约 76 亿美元股权收购实体安防公司 ADT,交易总企业价值为 153 亿美元。Thrive Holdings 是 Thrive Capital 分拆出的私募机构,OpenAI 既是其合作伙伴也是投资方,向其旗下公司提供 AI 模型、技术和驻场工程师。
In Brief
Posted:
12:56 PM PDT · October 29, 2026

Thrive Holdings has acquired physical security company ADT for $10 per share or about $7.6 billion in equity, the companies announced on Thursday. Beyond equity, the total enterprise value of the deal is $15.3 billion, ADT said.
Thrive Holdings is the PE spinout from Josh Kushner’s powerhouse VC firm Thrive Capital. It also counts OpenAI as its partner, as well as an investor. The firm’s mission is to hold other companies long-term, revitalizing them with AI. Currently, Thrive Holdings holds over 75 companies, it says.
As a partner, OpenAI supplies AI models and tech as well as people, otherwise known as forward-deployed engineers, to Thrive’s companies.
Neither ADT nor Thrive announced what new AI-powered security products they will be releasing, but they did tease that the plan was to invest and release new products. “ADT will form the foundation of Thrive Holdings’ smart home security business,” the press release said.
AI-powered physical security is having a moment right now. Apple just entered the field with a new line of smart home and home security products in collaboration with LG and Schneider Electric. Amazon updated its smart home line, including new AI-powered home cameras. And who knows what the future might bring? Some startups are offering AI dog robots as roving security guards.
来源:TechCrunch · AI · techcrunch.com