COMPANIES · ROBOTICS & PHYSICAL AI

Serve Robotics

Los Angeles company, spun out of Uber in 2021, that runs fleets of small self-driving sidewalk robots delivering food and goods in U.S. cities, and since 2026 also indoor hospital robots via its Diligent Robotics acquisition.

DirectRobotics & physical AI
What it does

Los Angeles company, spun out of Uber in 2021, that runs fleets of small self-driving sidewalk robots delivering food and goods in U.S. cities, and since 2026 also indoor hospital robots via its Diligent Robotics acquisition.

Why it matters

Serve is one of the few public pure plays on autonomous last-mile delivery; its robots run on NVIDIA Jetson Orin compute and are validated in NVIDIA Isaac Sim, making it a commercial test of physical AI on city streets.

How it makes money

Earns delivery fees from delivery platforms and merchants (including DoorDash and Uber Eats partnerships), plus software and branding revenue.

Geography

United States (Los Angeles)

AI stack position

Robotics, autonomous systems and physical AI. Companies bringing AI into the physical world: self-driving cars, humanoid robots, drones and factory automation. This is often called "physical AI." Open the robotics lens.

Same-layer peers

Same-layer peers share an editorial stack classification; that alone does not establish direct competition.

Connections (2)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (1)

Serve Robotics runs its delivery robots on NVIDIA Jetson Orin from NVIDIA
Uses technology fromCurrent
NVIDIA's case study says Serve moved its robots from Jetson Xavier to Jetson Orin AGX and uses Isaac Sim and TensorRT in its stack.

Source: Source undated · reviewed 2026-10-02

Evidence: Primary-source statement · Reported operating

Limits: Undated vendor case study; does not establish an NVIDIA equity stake, purchase volumes or pricing.

Serve Robotics Autonomous Sidewalk Delivery (NVIDIA case study) ↗

Dated or announced (1)

Ouster signed a multi-year agreement to supply lidar to Serve Robotics
SuppliesDated / announced
Ouster said in 2022 that it would supply Serve Robotics with OS digital lidar sensors through 2023, with a non-binding forecast through 2025, one OS1 sensor per delivery robot.

Source: 2022-01-20 · reviewed 2026-10-02

Evidence: Primary-source statement · 2022 agreement; current status not confirmed

Limits: Binding commitment ran only through 2023 and the later forecast was non-binding; does not establish that Serve's current robots use Ouster sensors or any volumes.

Ouster and Serve Robotics Sign Multi-Year Strategic Agreement ↗
Evidence for this profile

Serve Robotics Announces Second Quarter 2026 Results ↗
Reviewed

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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .