Serve Robotics launches new business to become the AWS for robots

TechCrunch · Kirsten Korosec · 2026-11-05 21:15 UTC

Serve Robotics announced alonsgside its third-quarter earnings that it will launch a new business line called Physical AI Services to offer customers its connectivity and data tools.

Serve Robotics, a maker of self-driving sidewalk delivery robots, is expanding beyond its autonomous delivery operations in a bid to become a technology supplier to other companies building robots.

The company, which spun out of Uber’s acquisition of Postmates in 2021 and went public in 2024, said Thursday it will launch a new business line called Physical AI Services.

Specifically, Serve Robotics will offer customers its connectivity and data tools. Bedrock Robotics, a startup developing self-driving systems for construction equipment, is a customer, according to Serve. It’s also working with T-Mobile to bring AI computing power closer to robots, Serve announced alongside its third-quarter earnings on Thursday.

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