Serve Robotics Plans 1 Million Delivery Bots by 2026—Can It Outpace DoorDash?
Serve Robotics, a leading developer of food delivery robots, has been gaining attention for its rapid expansion and high-profile partnerships. The company, which operates the largest sidewalk delivery fleet in the U.S., was recently highlighted by Nvidia CEO Jensen Huang at CES. With over 2,000 robots already in use, Serve Robotics is now targeting even greater growth in 2026.
Serve Robotics has built strong ties with major tech and delivery firms. In late 2025, it secured strategic partnerships with Nvidia and Uber Eats. Nvidia, a former investor, provided funding to strengthen the company’s finances, while Uber Eats helped scale last-mile deliveries. The company also signed a multiyear deal with DoorDash for nationwide food deliveries.
The firm’s robots are designed to handle short-distance trips efficiently. With the median U.S. food delivery covering just 2.5 miles, Serve Robotics claims it can complete each trip for around $1. Its technology has attracted partnerships with brands like 7-Eleven, Shake Shack, and Jersey Mike’s Subs. Despite rapid revenue growth—up 209% in Q3 2025—the company still reported a $33 million loss. Looking ahead, Serve Robotics plans to increase revenue tenfold in 2026 and deploy over 1 million robots. Investors are watching closely, seeing potential in advancements like agentic AI and physical AI for delivery automation.
Serve Robotics continues to expand its fleet and partnerships, aiming to transform last-mile food delivery. The company’s aggressive growth targets and focus on cost-efficient robotics position it as a key player in the evolving delivery market. If successful, its technology could reshape how meals and goods reach customers across the U.S.
