SoftBank, which has committed sixty-four point six billion dollars to OpenAI, is in early talks to pay roughly eighteen billion dollars in equity for Allied Universal, the largest security services provider in the United States. Allied carries about twelve billion dollars in existing debt across loans and bonds, which would push the total deal value close to thirty billion. Talks are preliminary, Reuters reported, and no final decisions have been made, including on the potential price.

Allied operates in more than a hundred countries and territories and earns approximately twenty-three billion dollars a year. Its services range from security staffing at businesses, venues and major events to intelligence analysis, canine units, bomb technicians — and cleaning, janitorial and facility maintenance operations. Allied has also built a growing presence in data-center security, supporting both the construction and operation of the facilities that companies like SoftBank are building to run AI.

The logic, according to people familiar with the discussions as reported by Reuters, is that SoftBank founder Masayoshi Son wants to deploy AI-powered robots and looks to strengthen the infrastructure needed to support the technology. SoftBank agreed to pay $5.4 billion last year for ABB's robotics business — the hardware. It looks like Allied would supply the contracts, the sites and the relationships that give the hardware somewhere to go.

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But SoftBank's record with physical-world machines is uneven — its Pepper robot had its production paused, and even a source told Reuters that humanoid deployment is likely to take longer. SoftBank completed the final phase of a planned thirty-billion-dollar investment in OpenAI this month, and the Allied deal would stack another thirty billion on top of it. SoftBank's American depositary receipts fell approximately nine-and-a-half to ten percent on the report.

Warburg Pincus and the Canadian pension fund La Caisse de dépôt et placement du Québec, Allied's current backers, stand to exit at a price set by what the company earns today. SoftBank would inherit the revenue, the global operation and every employee who runs it. If the robot thesis is right, the employees are what gets replaced and the contracts are what it paid for.