Serve Robotics launched Physical AI Services on Thursday, a new business line that sells the connectivity and data technology behind its own delivery and hospital robots to other companies building robots. Bedrock Robotics, which develops autonomous systems for heavy construction equipment, is a launch customer.
The launch includes three products. Serve Link connects robots in the field to off-board models, monitoring, and training systems, so companies can use more powerful AI without putting all the compute on the machine. Serve Data Curator surfaces the rare moments in real-world robot data that matter most for retraining. The third is a real-world data catalog for training foundation models, built from Serve's sidewalk deployments and covering things like terrain and infrastructure.
Serve Robotics says the technology already powers thousands of vehicles across a dozen industries, including construction, mining, and autonomous trucking, in addition to its own sidewalk food delivery fleet. Bedrock Robotics uses Serve Link to connect its machines over Wi-Fi, LTE, 5G, and satellite networks. Serve is also working with T-Mobile to bring AI computing closer to robots. Pricing was not disclosed.
“Building a robot is only the beginning. Keeping thousands of them connected, learning and improving requires another layer of technology”— Ali Kashani, Co-founder and CEO of Serve Robotics
Key facts
- 01Serve Robotics launched Physical AI Services on Nov. 5, 2026, selling its robot connectivity and data tools to other companies.
- 02The offering includes Serve Link, Serve Data Curator, and a real-world data catalog for training foundation models.
- 03Bedrock Robotics, which builds autonomous systems for construction equipment, is a launch customer.
- 04Serve's Q3 revenue rose 313% year over year to $2.8 million, and 2026 revenue guidance was raised to $12 million.
- 05Serve has deployed more than 2,000 robots in over 40 cities and 27 hospitals.
Ali Kashani, Serve's co-founder and CEO, framed the move as a platform play borrowed from Amazon's playbook. He said connectivity is the hard part: robots have to manage unreliable networks and still connect reliably to off-board intelligence for data collection and exception handling.
“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”— Ali Kashani, Co-founder and CEO of Serve Robotics
Serve has deployed more than 2,000 robots in over 40 cities and 27 hospitals. The company moved beyond sidewalk delivery into indoor hospital robots with its 2026 acquisition of Diligent Robotics, and it says its own robot businesses are not going away. Its delivery business is shifting away from Uber toward partners including DoorDash and Wonder.
The launch landed alongside Serve Robotics' third-quarter results. Revenue was $2.8 million, up 313% from a year earlier and down from $3.24 million in the second quarter. Fleet services brought in $2.58 million and software services $253,000, and recurring revenue made up 69% of the total.
Daily active robots averaged 917 in the quarter, up from 792 in the second quarter and 312 a year earlier, while daily supply hours rose to 11,214. In healthcare, Serve signed 12 multi-year contract extensions with hospital customers and has added four new hospitals so far this year.
“Q3 revenue exceeded our expectations, and we drove operating expenses down while delivering more than 100 percentage points of sequential improvement in fleet margin.”— Brian Read, Chief Financial Officer of Serve
Serve raised its full-year 2026 revenue guidance to $12 million, from $9 million to $10 million previously, and lowered its non-GAAP operating expense guidance to $150 million from $160 million to $170 million. The company ended September with $198 million in cash and marketable securities.
In the earnings release, Kashani said the launch makes the technology behind Serve's fleets available to other robot makers, which he called "a significant new opportunity for us."
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