Serve Robotics launches new business to become the AWS for robots

Summary

• Serve Robotics is launching a new business line called Physical AI Services to sell its connectivity and data tools to other robot manufacturers.
• The company spun out of Uber's 2021 Postmates acquisition & went public in 2024.
• Bedrock Robotics is a customer of the new service, & Serve announced a partnership with T-Mobile to bring AI computing power closer to robots.
• Serve Robotics currently manufactures sidewalk delivery robots & hospital robots acquired from Diligent Robotics.
• The company plans to sell technology developed for its own fleet to other companies building robots for farms, warehouses, & uncontrolled environments.
• Serve's sidewalk delivery business is expanding & shifting partners from Uber to include DoorDash & Wonder.
• The Physical AI Services line includes Serve Link, a tool that connects field robots to AI systems in data centers to manage unreliable networks.
• A second product is a data curator tool that helps companies identify edge cases in real-world data to improve training models.
• The third product is a real-world, foundation-model data catalog built from Serve's sidewalk robots to teach AI models about complex human environments.
• CEO Ali Kashani stated the strategy involves building end-to-end applications first before opening the technology for others to build upon.