Why Nvidia and Uber Are Betting on Serve Robotics’ AI-Powered Delivery Future

Serve Robotics, a $900 million AI-driven delivery automation startup, has attracted early investments from industry giants Nvidia and Uber. The company deployed just 57 active robots in 2024, generating modest $1.8 million revenue, yet its potential in solving urban last-mile logistics keeps heavyweight backers engaged.

Uber's stake originated through its $2.65 billion Postmates acquisition during the pandemic-era food delivery boom. Serve's wheeled robots now navigate complex urban environments—from cracked sidewalks to crowded crosswalks—while carrying everything from gyros to groceries. The startup gained unexpected publicity through a featured role in a popular comedy special last year.

While the delivery bot sector grows increasingly competitive, Serve distinguishes itself through elite partnerships and scalability agreements. Nvidia's backing suggests confidence in the underlying AI navigation systems, while Uber's involvement positions the technology as a potential future LAYER in its sprawling mobility ecosystem.