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Serve Robotics partners with DoorDash to expand autonomous food deliveries

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Serve Robotics, a San Francisco-based delivery robot company, has announced a new partnership with DoorDash, marking its expansion beyond its long-standing collaboration with Uber Eats. The deal will see Serve’s sidewalk robots begin handling food deliveries in Los Angeles, with plans to extend across the U.S., the company said Thursday.

Following the announcement, Serve’s shares surged more than 25%, reaching their highest level in eight months. The partnership allows Serve to access DoorDash’s vast network of restaurants and customers, significantly increasing the volume of orders available for its autonomous delivery fleet.

“This partnership enables us to go to cities where DoorDash is the dominant player,” said Serve CEO Ali Kashani, noting that the company now has a large enough fleet to serve multiple delivery platforms efficiently. He added that revenues will grow as the partnership scales to match Serve’s existing Uber Eats operations.

Serve’s robots have already completed over 100,000 deliveries across cities including Los Angeles, Miami, Chicago, and Atlanta, handling orders from more than 2,500 restaurants. The expansion with DoorDash strengthens its position in the rapidly growing autonomous last-mile delivery market, which companies are turning to in order to cut labor costs and speed up service.

DoorDash recently unveiled its own delivery robot, Dot, and continues to explore automation through partnerships with Alphabet’s Wing for drone deliveries.

Amazon to Test Humanoid Robots for Future Deliveries

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Amazon is preparing to test humanoid robots that could one day replace human delivery workers, according to a report from The Information on Wednesday. Citing a person familiar with the company’s plans, the report reveals that Amazon is building an indoor testing facility dubbed a “humanoid park” at one of its San Francisco offices.

The park will serve as an obstacle course designed to simulate the complex environments that delivery robots may face, allowing Amazon to evaluate how well the robots can navigate real-world delivery scenarios.

Currently, Amazon is focusing on developing the artificial intelligence software necessary to operate these humanoid robots, while relying on hardware provided by third-party companies during initial tests.

Amazon has not publicly commented on the report.

AI-Driven Automation Push

The humanoid robot tests are part of Amazon’s broader push to integrate AI and robotics across its logistics operations. In a series of announcements on Wednesday, Amazon showcased how it plans to use AI-powered systems in its warehouses, stockrooms, and delivery network, all aimed at improving efficiency and speeding up package deliveries.

The company already uses a wide range of automation technologies, including robotic arms, sorting machines, and warehouse bots, but humanoid robots represent a significant next step that could eventually reshape the role of human workers in Amazon’s vast delivery network.

Industry Implications

Amazon’s move reflects a growing trend in the tech and logistics sectors, where companies are investing heavily in advanced robotics to handle labor-intensive tasks amid rising costs and ongoing labor challenges.

While humanoid robots have long been seen as a futuristic concept, advances in AI, machine learning, and robotics hardware are now making human-like functionality more feasible for real-world commercial applications.

However, such developments are likely to raise new debates over job displacement, labor rights, and regulatory oversight, especially as major employers like Amazon explore ways to automate traditionally human roles.