Delivery robots scale up

Serve Robotics says it has moved its delivery robots beyond small pilots, with more than 2,000 machines deployed across U.S. cities by the end of 2025. (ir.serverobotics.com) The company said on March 11, 2026 that its fleet reached 2,000 deployed robots, expanded into 20 cities across six major metropolitan areas, and served more than 4,500 restaurant and retail partners. It also said it now operates with both Uber Eats and DoorDash. (ir.serverobotics.com) A delivery robot is a small autonomous vehicle that carries food or supplies on sidewalks or inside buildings, instead of sending a human driver in a car. Serve’s sidewalk robots are built for short trips, while the company’s January 2026 acquisition of Diligent Robotics added Moxi hospital robots that move lab samples, supplies, and medications inside medical facilities. (serverobotics.com ) (techcrunch.com) Serve said Diligent’s Moxi robots had completed more than 1.25 million deliveries with nearly 100 robots in more than 25 hospital facilities before the deal closed on January 27, 2026. Serve valued Diligent’s common stock at about $29 million in the acquisition announcement. (investors.serverobotics.com) (ir.serverobotics.com) The hospital business gives Serve a different sales model from restaurant drop-offs. In the January 20, 2026 deal announcement, Serve said annual sales at each hospital were expected to range from $200,000 to $400,000. (investors.serverobotics.com) That matters because Serve’s core sidewalk business is still early in revenue terms. The company reported $2.7 million in full-year 2025 revenue, even after saying fourth-quarter revenue rose roughly 400% year over year to $0.9 million. (ir.serverobotics.com) Serve has been pitching that growth as evidence the market is shifting from testing robots to paying for them. In December 2025, the company said it had achieved its 2025 goal of deploying more than 2,000 delivery robots, creating what it called the largest sidewalk delivery fleet in the United States. (investors.serverobotics.com) (therobotreport.com) The expansion is also widening geographically and commercially. Serve launched robot delivery with White Castle on Uber Eats in March 2026, adding a national fast-food chain to a network that already covered a population of about 3 million people, according to company materials. (qsrweb.com) (ir.serverobotics.com) The bet now is that one autonomy system can be reused across sidewalks, hospitals, and other indoor logistics jobs. Serve said its 2025 acquisitions included Diligent Robotics, Phantom Auto, Vayu Robotics, and Vebu as it tried to build a broader robotics platform instead of a single food-delivery product. (ir.serverobotics.com) For customers, the visible change is simple: more meals and supplies arriving in small robots instead of cars or hand carts. For Serve, the next test is whether a fleet that now numbers in the thousands can turn those routes and hospital contracts into revenue at commercial scale. (ir.serverobotics.com)