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Serve Robotics launches new business to become the AWS for robots
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Serve Robotics announced Thursday it is launching Physical AI Services, a new business line selling connectivity and data tools to other robotics companies. The maker of self-driving sidewalk delivery robots said the unit aims to become an infrastructure layer for physical AI. Bedrock Robotics, a startup building autonomous systems for construction equipment, is already a customer. Serve also said it is working with T-Mobile to move AI computing closer to robots.
The move expands Serve beyond its own delivery fleet. The company spun out of Uberās acquisition of Postmates in 2021 and went public in 2024. It operates sidewalk delivery robots and a hospital robot obtained through its acquisition of Diligent Robotics. CEO Ali Kashani said those businesses remain but provide a foundation for the new platform.
Physical AI Services will offer three products. Serve Link connects field robots to AI systems in data centers, letting companies use powerful models without onboard computing. A data curator tool helps customers identify edge cases in real-world data for model training. A third product is a foundation-model data catalog built from Serveās sidewalk robot data.
Kashani described the strategy as an āAWS momentā for robotics. He said Serve is taking technology developed for its own fleet and opening it to companies building robots for farms, warehouses and other uncontrolled environments. He added the idea stems from a playbook learned from Amazon.
The launch comes as Serveās delivery business expands and shifts away from Uber toward partners including DoorDash and Wonder. The company announced the new unit alongside third-quarter earnings Thursday. Kashani said robotics applications need reliable connectivity to offline intelligence for data collection and exception handling.
The business could help Serve diversify revenue beyond robot operations. It would compete in the growing physical AI infrastructure market. Serve has not disclosed financial targets.
