DEEP Robotics vs Serve Robotics: Mobile robots & AMRs compared

November 2026 edition · assessment by Frontier Tech Intelligence

Serve Robotics ranks 53 on the Robotics 100 with a score of 82; DEEP Robotics ranks 82 with 79. DEEP Robotics is ahead on commercials and progress. Serve Robotics is ahead on deployment and leverage. Level on production, technology, positioning and firepower. DEEP Robotics is based in Hangzhou, China, Serve Robotics in San Francisco, United States. DEEP Robotics is named in 34 signals and Serve Robotics in 64.

DEEP Robotics →

Hangzhou, Zhejiang, China · Robotics · Systems / Mobile robots & AMRs · deeprobotics.cn

DEEP Robotics builds quadruped and wheeled-legged robots, including Lynx, for substation inspection, industrial work, rough terrain and harvesting.

Robotics 100 · rank 82 · score 79Humanoids 100 · rank 53 · score 64AI Core · discarded · score 26

Scores, Robotics (of 10)

Deployment8
Production8
Commercials6
Progress10
Technology8
Positioning8
Firepower8
Leverage6

Darker bar: ahead of the other company on that measure.

Positioning

DEEP Robotics is a Chinese maker of the Jueying X quadruped (681 sold in 2025, 58% of revenue) plus the wheeled-legged Shanmao M and a nascent DR humanoid, serving power-grid inspection, rescue, and public security, with 2025 revenue of RMB 337M (~$46.8M) and its first net profit (RMB 29M) after 2023-24 losses. Its STAR Market IPO filing was accepted (May 2026, a ~$347M target), and it is in the inquiry stage. Quadrupeds are its revenue base; the humanoid is still <1%.

Latest signals

  • DEEP Robotics deployed its DR02 humanoid robot for traffic-management testing in Hangzhou.Robot News
  • Deep Robotics tests DR02 humanoids on rainy Hangzhou roadshumanoid.guide
  • Deep Robotics deployed DR02 humanoids for field trials in Hangzhou’s Xihu District.The AI Insider

34 signals name DEEP Robotics.

Facts, with sources

  • [object Object]IEEE Spectrum Robotics
  • DEEP Robotics’ Lynx M20S deployed for grape harvesting in Turpan, ChinaIEEE Spectrum Robotics
  • Lynx M20S robot deployed for grape harvest in Turpan, ChinaIEEE Spectrum Robotics

36 facts on file.

Serve Robotics →

San Francisco, California, United States · Robotics · Systems / Mobile robots & AMRs · serverobotics.com

Serve Robotics develops and operates autonomous sidewalk delivery robots in U.S. neighborhoods and, through Diligent Robotics, Moxi hospital delivery robots.

Robotics 100 · rank 53 · score 82

Scores, Robotics (of 10)

Deployment10
Production8
Commercials4
Progress9
Technology8
Positioning8
Firepower8
Leverage8

Darker bar: ahead of the other company on that measure.

Positioning

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.

Latest signals

  • The Center for Human and Robot Co-Adaptation assembled 39 researchers from six universities and industry collaborators including Amazon, Apptronik, Diligent Robotics, Google DeepMind, Hello Robot, MassRobotics, NVIDIA, aThe AI Insider
  • Uber is ending its Serve Robotics partnership next year and sold all of its shares in Serve.TechCrunch
  • Serve Robotics partnered with Grubhub to deploy sidewalk robots in three U.S. markets.TechCrunch

64 signals name Serve Robotics.

Facts, with sources

  • Uber sold all of its shares in Serve RoboticsTechCrunch
  • Uber partnership ending in 2027TechCrunch
  • Grubhub partnership to deploy sidewalk robots in three U.S. marketsTechCrunch

100 facts on file.

More comparisons

Questions this page answers

DEEP Robotics or Serve Robotics: which is ahead in robotics?

Serve Robotics ranks 53 on the Robotics 100 with a score of 82; DEEP Robotics ranks 82 with 79. DEEP Robotics is ahead on commercials and progress. Serve Robotics is ahead on deployment and leverage. Level on production, technology, positioning and firepower. DEEP Robotics is based in Hangzhou, China, Serve Robotics in San Francisco, United States. DEEP Robotics is named in 34 signals and Serve Robotics in 64.

How do DEEP Robotics and Serve Robotics compare?

Serve Robotics ranks 53 on the Robotics 100 with a score of 82; DEEP Robotics ranks 82 with 79. DEEP Robotics is ahead on commercials and progress. Serve Robotics is ahead on deployment and leverage. Level on production, technology, positioning and firepower. DEEP Robotics is based in Hangzhou, China, Serve Robotics in San Francisco, United States. DEEP Robotics is named in 34 signals and Serve Robotics in 64. Both company files carry the scores on eight measures, the facts with sources and the latest signals.

Every comparison here comes from the same files members use every day.

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