By Simply Wall St
Publication Date: 2026-01-13 00:18:00
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At CES 2026, NVIDIA CEO Jensen Huang publicly endorsed Serve Robotics as a leading example of “Physical AI,” highlighting its autonomous sidewalk delivery robots and partnerships with brands such as Uber Eats and Shake Shack.
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This high-profile backing places Serve Robotics at the center of discussions about how AI is moving into real-world, revenue-generating applications in last-mile delivery.
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We’ll now examine how this Physical AI spotlight from NVIDIA’s CEO shapes Serve Robotics’ investment narrative and longer-term business appeal.
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To own Serve Robotics, you have to believe sidewalk delivery robots can move from pilot projects to everyday infrastructure and eventually justify very large upfront losses. The Huang “Physical AI” spotlight at CES 2026 sharpens that story, but it does not change the near term reality of limited revenue (around US$2 million) and heavy cash burn, especially after a year with more than US$80 million in losses and a recent US$100 million equity raise. In the short term, the biggest catalysts still look executional: scaling deployments with Uber Eats and DoorDash, hitting the 2,000-robot rollout goal, and proving that unit economics are improving as new cities like Chicago, Miami and Alexandria come online. The NVIDIA endorsement mostly amplifies Serve’s visibility, which…
