Serve Robotics launches new business to become the AWS for robots

Serve Robotics announced alonsgside its third-quarter earnings that it will launch a new business line called Physical AI Services to offer customers its connectivity and data tools. Serve Robotics, a maker of self-driving sidewalk delivery robots, is expanding beyond its autonomous delivery operations in a bid to become a technology supplier to other companies building robots. The company, which spun out of Uber’s acquisition of Postmates in 2021 and went public in 2024, said Thursday it will launch a new business line called Physical AI Services. Specifically, Serve Robotics will offer customers its connectivity and data tools. Bedrock Robotics, a startup developing self-driving systems for construction equipment, is a customer, according to Serve.

It’s also working with T-Mobile to bring AI computing power closer to robots, Serve announced alongside its third-quarter earnings on Thursday. “We are solving the problem of robots in human spaces,” Serve Robotics CEO and co-founder Ali Kashani told TechCrunch. Serve Robotics already makes two kinds of robots, the cute googly-eyed sidewalk delivery robot and one designed for hospitals that it got through its acquisition of Diligent Robotics. Those businesses are not going away, Kashani emphasized in a recent interview. Instead, he said there is opportunity to sell the technology it developed for its own robots to other companies developing robots for farms, warehouses, and other uncontrolled