Serve Robotics announced in November 2026 that it is launching a new business line called Physical AI Services, which will offer its connectivity and data tools to other companies building robots. The announcement came alongside the company’s third-quarter earnings on Thursday, November 5.
Serve Robotics, which makes self-driving sidewalk delivery robots and hospital robots, spun out of Uber’s acquisition of Postmates in 2021 and went public in 2024. The new business line is designed to let outside companies — including those building robots for farms, warehouses, construction sites, and other uncontrolled environments — use technology Serve originally developed for its own fleet.
Physical AI Services will offer three products. Serve Link connects robots in the field to AI systems running in data centers, enabling access to more powerful AI models without requiring all that computing power to be onboard the robot. A data curator tool helps companies identify edge cases in real-world robot data that can be used to improve AI training models. A third product is a foundation-model data catalog built from Serve’s own sidewalk robots, intended to help AI models understand complex human environments. Serve is also working with T-Mobile to bring AI computing power closer to robots.
Bedrock Robotics, a startup developing self-driving systems for construction equipment, is already a customer of the new service.
CEO and co-founder Ali Kashani drew a direct comparison to Amazon Web Services. “I kind of think of it as the AWS moment where we are taking the technology we’ve built for us, and we’re opening it up for more people to build on,” he told TechCrunch.
Kashani said the expansion does not replace Serve’s existing delivery operations, which are shifting away from Uber toward partners including DoorDash and Wonder. The new business line could expand Serve’s revenue base beyond its own robot deployments by positioning the company as a technology supplier within the broader robotics industry.
Source: TechCrunch