Amazon Robotics ranks 5 on the Robotics 100 with a score of 95; Serve Robotics ranks 53 with 82. Amazon Robotics is ahead on production, progress, technology, positioning and firepower. Serve Robotics is ahead on commercials. Level on deployment and leverage. Amazon Robotics is based in North Reading, United States, Serve Robotics in San Francisco, United States. Amazon Robotics: Established. Amazon Robotics is named in 22 signals and Serve Robotics in 64.
Amazon Robotics develops and deploys autonomous mobile robots for warehouse material movement, originating with Kiva Systems and processing billions of packages.
Darker bar: ahead of the other company on that measure.
Amazon Robotics operates the world's largest deployed robot fleet, passing its 1,000,000th robot in July 2025 (Proteus AMRs, the two-armed tactile Vulcan, Sequoia and Hercules drives), with 75% of Amazon deliveries robot-assisted. It released the DeepFleet generative-AI fleet-coordination model in July 2025 (claiming a 10% speed gain) but stopped using its Blue Jay multi-arm system in operations (February 2026) after testing. It is captive with no external revenue, scored at the Amazon group level; robot count by type and 2026 fleet growth are the open items.
22 signals name Amazon Robotics.
14 facts on file.
Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots.
Darker bar: ahead of the other company on that measure.
Serve is the most operationally scaled sidewalk delivery company in this batch and the clearest illustration of why deployment and commercial scores must be kept separate. It has deployed more than 2,000 Gen 3 robots across the US, reaching a population of roughly 3 million and supporting more than 4,000 restaurants, and expanded to 44 cities across 14 states after acquiring Diligent Robotics in Q1 2026, which took it indoors into hospital service robots. Revenue is nonetheless small: USD 3.2 million in Q2 2026, up 404 percent year over year but only 9 percent sequentially. The revenue mix is more interesting than the total, with advertising at nearly 50 percent of food delivery revenue and recurring revenue above 50 percent of total revenue. Then the setback: on 2026-08-06 Serve cut FY2026 revenue guidance to USD 9 to 10 million citing lower than expected Uber Eats delivery volume, alongside an opex guidance cut from USD 160 to 170 million down to USD 140 to 150 million. The stock fell roughly 15 percent and sits about 80 percent below its 2024 peak. Momentum scores 3 because the guidance cut and the loss of a founding channel offset genuine growth. Firepower is the counterweight at USD 240.4 million of cash and marketable securities.
64 signals name Serve Robotics.
100 facts on file.
Amazon Robotics ranks 5 on the Robotics 100 with a score of 95; Serve Robotics ranks 53 with 82. Amazon Robotics is ahead on production, progress, technology, positioning and firepower. Serve Robotics is ahead on commercials. Level on deployment and leverage. Amazon Robotics is based in North Reading, United States, Serve Robotics in San Francisco, United States. Amazon Robotics: Established. Amazon Robotics is named in 22 signals and Serve Robotics in 64.
Amazon Robotics ranks 5 on the Robotics 100 with a score of 95; Serve Robotics ranks 53 with 82. Amazon Robotics is ahead on production, progress, technology, positioning and firepower. Serve Robotics is ahead on commercials. Level on deployment and leverage. Amazon Robotics is based in North Reading, United States, Serve Robotics in San Francisco, United States. Amazon Robotics: Established. Amazon Robotics is named in 22 signals and Serve Robotics in 64. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
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