Serve Robotics Aims to Become the AWS of the Robotics Industry

Serve Robotics is expanding beyond autonomous delivery robots and beginning to sell technologies developed for its own robotic fleet to other developers. CEO and co-founder Ali Kashani stated that this business will enable other companies to use these solutions when creating robots for farms, warehouses, and other uncontrolled environments.

The new direction will include three products. Serve Link connects robots in the field with AI systems in data centers, allowing developers to use more powerful models without installing the entire computing infrastructure on the robot itself. The second tool helps identify non-standard situations in large datasets collected by robots, which can then be used to further train models. The third product is a data catalog for training foundational models, collected using Serve’s own robots on streets and designed to handle the specifics of environments where people are present.

The new direction’s first client is Bedrock Robotics, which develops autonomous control systems for construction equipment. Additionally, Serve Robotics is collaborating with T-Mobile to bring AI computations closer to robots.

The company will continue developing its own robots for sidewalk deliveries and hospitals. Kashani compared the new model to Amazon Web Services’ approach: Serve first had to create a complete robotic product, and now it is opening up individual technologies to other developers. Meanwhile, the delivery business is expanding and gradually shifting from partnerships with Uber to other partners, including DoorDash and Wonder.