Serve Robotics launches Physical AI Services to sell robot connectivity and data tools

The Los Angeles-based maker of self-driving sidewalk delivery robots is positioning itself as an infrastructure supplier to the wider robotics industry, selling tools it originally developed for its own fleet. The unit was announced alongside the company's third-quarter results on Thursday.

Bedrock Robotics, a startup developing self-driving systems for construction equipment, is an early customer of the new line, according to Serve. The company is also collaborating with T-Mobile to push AI computing power nearer to robots in the field.

"We are solving the problem of robots in human spaces," chief executive and co-founder Ali Kashani said, describing the technical challenges the business is built around.

Serving other robot makers does not mean retreating from hardware. Serve Robotics, which spun out of Uber's acquisition of Postmates in 2021 and listed publicly in 2024, builds a googly-eyed sidewalk delivery robot and a hospital robot obtained through its acquisition of Diligent Robotics. Kashani said those operations are not going away.

Instead, the company sees room to license the technology behind its own machines to developers building robots for farms, warehouses and other uncontrolled environments, where reliable connectivity and data handling are harder to guarantee than in structured settings.