Serve Robotics Stock Plummets 55% After Nvidia Exits Stake

Nvidia's surprise divestment from Serve Robotics has sent shockwaves through the market. The autonomous delivery specialist saw its valuation halve since February 14, 2025, when regulatory filings revealed Nvidia liquidated its $12 million position. This retreat comes as Serve prepares to deploy 2,000 food delivery robots through Uber Eats - a deal that could either validate its technology or expose operational vulnerabilities.

The chipmaker's exit raises fundamental questions about Serve's position in the last-mile logistics sector. While the company touts a potential $450 billion market opportunity, Nvidia's withdrawal suggests skepticism about the scalability of robotic delivery solutions. Serve's technology aims to replace human drivers with lightweight autonomous systems, but execution risks remain substantial.