Key facts
- Serve Robotics said it will launch a business line called Physical AI Services.
- The new business line will offer three products: Serve Link, a data curator tool and a data catalog.
- Serve Robotics said Bedrock Robotics is a customer of the new business line.
- Serve Robotics said it is working with T-Mobile to bring AI computing power closer to robots.
- Serve Robotics CEO Ai Kashani said the company's existing delivery and hospital robot businesses are not going away.
Serve Robotics, a maker of self-driving sidewalk delivery robots, said on November 5, 2026 that it will launch a new business line called Physical AI Services, according to a TechCrunch report. The company will offer customers its connectivity and data tools, expanding beyond its own autonomous delivery operations.
The new business line will offer three products. Serve Link connects robots in the field to AI systems running in data centers, which the company said would allow customers to use more powerful AI models without putting all the computing power onboard. A data curator tool helps companies find edge cases in the real-world data a robot collects, which can then be fed back into a training model. A third product is a real-world foundation-model data catalog built from Serve's own sidewalk robots.
Bedrock Robotics, a startup developing self-driving systems for construction equipment, is a customer, according to Serve. The company is also working with T-Mobile to bring AI computing power closer to robots, it announced alongside its third-quarter earnings on Thursday.
"We are solving the problem of robots in human spaces," Serve Robotics CEO and co-founder Ai Kashani told TechCrunch. Kashani said the company's existing delivery and hospital robot businesses are not going away, and that there is opportunity to sell technology developed for its own robots to companies building robots for farms, warehouses and other uncontrolled environments.
"I kind of think of it as the AWS moment where we are taking the technology we've built for us, and we're opening it up for more people to build on," Kashani said, adding this would not have been possible without developing its own robot fleet. Serve Robotics makes a sidewalk delivery robot and a robot designed for hospitals that it got through its acquisition of Diligent Robotics.
The expansion comes as Serve's sidewalk delivery business is shifting away from Uber and toward other partners, including DoorDash and Wonder, according to the report.