Serve Robotics will sell its robot software to other companies building machines

Serve Robotics, which builds sidewalk delivery robots, announced on 5 November 2026 that it is starting a business line called Physical AI Services. The unit will sell parts of the technology the company built for its own machines to other robot makers. Alongside its third-quarter earnings, Serve said Bedrock Robotics, a startup working on self-driving systems for construction equipment, is a customer, and that it is working with T-Mobile to move AI computing closer to robots.

Three products are planned. Serve Link connects robots in the field to AI systems in data centers, even over unreliable networks. A data curator tool helps teams find rare edge cases in the footage and sensor data their robots collect, so that it can be used for retraining. The third is a catalog of real-world data from Serve's own sidewalk robots, meant for training AI models to understand busy human spaces.

Why it matters

CEO Ali Kashani compared the plan to the way Amazon opened up its internal technology as AWS. The delivery and hospital robot businesses, the latter gained through the Diligent Robotics acquisition, will continue. Serve did not give pricing, revenue targets or a list of customers beyond Bedrock. Watch for more paying customers, and for whether farms and warehouses adopt the tools, as Serve moves its delivery work from Uber toward DoorDash and Wonder.