Serve Robotics has launched a business line called Physical AI Services, announced on Thursday alongside its third-quarter earnings, TechCrunch reports. Chief executive Ali Kashani calls it the company’s “AWS moment”, meaning the opening of internal technology to outside builders.
There are three products. Serve Link connects robots in the field to AI systems in data centres. A data curator finds edge cases in robot data for retraining. The third is a catalogue of real-world foundation-model data built from the company’s sidewalk robots.
Bedrock Robotics, which makes self-driving construction equipment and raised $600 million last month, is a customer. Serve is also working with T-Mobile on bringing AI computing closer to robots.
The move sits alongside a shift in the core business. Serve, which was spun out of Uber’s Postmates acquisition in 2021 and listed in 2024, is moving its sidewalk deliveries away from Uber and towards DoorDash and Wonder. It also owns Diligent Robotics’ hospital robot business. Kashani says delivery is “not going away”.
The logic is that thousands of robots on pavements generate a stream of real-world footage that is scarce elsewhere. Selling access to it, and to the tooling around it, is a very different margin from delivering a burrito or a parcel.
TechCrunch gives no revenue, pricing or earnings figures for the new unit, and no date for general availability. Whether outside customers pay enough to matter, or whether this is a story for investors, is the open question.
