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Serve Robotics launches new business to become the AWS for robots

Robotics2 min read

Serve Robotics, known for its sidewalk delivery robots, is starting a new business that sells its robot technology to other companies. The new line is called Physical AI Services, and it aims to make Serve a supplier for robot builders, much like Amazon Web Services (AWS) supplies computing tools to other businesses.

What happened

Serve Robotics said on Thursday that it will launch a new business line called Physical AI Services. It will give other companies its connectivity and data tools. Bedrock Robotics, a startup that makes self-driving systems for construction machines, is already a customer. Serve is also working with T-Mobile to bring AI computing power closer to robots.

About Serve Robotics

Serve Robotics was spun out of Uber's purchase of Postmates in 2021 and went public in 2024. It makes sidewalk delivery robots and a robot for hospitals, which it got when it bought Diligent Robotics. The CEO, Ali Kashani, says these robot businesses will continue. The company is also moving its delivery work away from Uber and toward partners such as DoorDash and Wonder.

Three new products

  • Serve Link: connects robots in the field to AI systems in data centers, so robots can use strong AI without carrying all the computing power themselves.
  • Data curator tool: finds unusual cases (called edge cases) in the large amount of real-world data robots collect. These cases can be used to train AI and improve it.
  • Data catalog: a foundation-model data set built from Serve's sidewalk robots. It can teach AI models how to understand complex human spaces.

Why it matters

Many companies are building robots for farms, warehouses, and other messy real-world places. Serve hopes to sell them the tools it built for its own robots. Kashani says this kind of opening up is what Amazon did with AWS. It shows how the robot industry may shift from building everything in-house to sharing platforms.

What to watch

  • Whether more companies, like Bedrock Robotics, become paying customers of Physical AI Services.
  • How the T-Mobile work on bringing AI computing closer to robots develops.
  • Whether Serve's shift from Uber to partners like DoorDash and Wonder keeps its delivery business growing.

Glossary

Serve Robotics
A company that makes self-driving sidewalk delivery robots and now plans to sell its robot technology to other firms.
AWS
Amazon Web Services, a cloud company that rents computing tools and data storage to other businesses.
Physical AI Services
Serve Robotics' new business line that offers its connectivity and data tools to robot builders.
Diligent Robotics
A company that makes hospital robots; Serve Robotics acquired it.

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