Serve Robotics launched its Physical AI Services unit during its third-quarter earnings report, unveiling construction equipment startup Bedrock Robotics as an initial customer. The expansion offers a three-part suite consisting of the Serve Link networking tool, an edge-case data curator, and a foundation-model catalog gathered by its own fleets. The company is also working with T-Mobile to bring computing power closer to robots in the field. Meanwhile, Serve continues to operate its sidewalk and hospital delivery robots while broadening core delivery partnerships with brands like DoorDash and Wonder.
Key points
Serve Robotics is monetizing its internal connectivity and training architecture to act a…: Serve Robotics is monetizing its internal connectivity and training architecture to act as a cloud-style infrastructure provider for third parties.
The company's tools are designed to offload heavy computing power from physical machines…: The company's tools are designed to offload heavy computing power from physical machines to external data centers over unreliable networks.
Core robot operations remain active across human spaces, supported by new delivery partne…: Core robot operations remain active across human spaces, supported by new delivery partnerships with DoorDash and Wonder.
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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 Ai 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…
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