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Serve Robotics Launches Physical AI Services for Robot Fleet Connectivity and Training
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Serve Robotics has launched Physical AI Services, a platform that offers robot connectivity, data management, and AI training technology to other robotics companies. The San Francisco-based company developed the system for its own autonomous delivery fleet. The offering was announced on Thursday.
Serve has deployed more than 2,000 robots across over 40 cities and 27 hospitals. It built software and infrastructure to keep those machines connected and operating in different environments. The company is now making those tools available to other robot developers.
The platform includes three services: Serve Link, Serve Data Curator, and a real-world data catalog. Serve Link connects robots in the field to remote AI models, monitoring systems, and computing infrastructure. Serve Data Curator identifies useful training examples from large volumes of fleet data, reducing manual review. The data catalog provides training data from Serveās sidewalk delivery operations, including terrain and infrastructure information.
Serve said its technology already supports thousands of vehicles across roughly a dozen industries. Bedrock Robotics, which develops autonomous systems for heavy construction equipment, is among the launch customers. It uses Serve Link to connect its construction machines through Wi-Fi, LTE, 5G, and satellite networks.
āBuilding a robot is only the beginning,ā said co-founder and CEO Ali Kashani. āKeeping thousands of them connected, learning and improving requires another layer of technology.ā He noted that Serve has put that technology to work in its own fleet and is now opening it to other companies.
Also on Thursday, Serve reported third-quarter revenue of $2.8 million, up 313% year over year. The company raised its full-year 2026 revenue forecast to $12 million from a previous range of $9 million to $10 million. Daily deliveries among new platform partners tripled during the quarter, while recurring revenue accounted for 69% of total sales.
