Serve Robotics ranks 53 on the Robotics 100 with a score of 82; JD Logistics ranks 73 with 80. JD Logistics is ahead on progress, firepower and leverage. Serve Robotics is ahead on production and technology. Level on deployment, commercials and positioning. JD Logistics is based in Beijing, China, Serve Robotics in San Francisco, United States. JD Logistics is named in 13 signals and Serve Robotics in 64.
JD Logistics markets the Wolf Pack robot portfolio for warehouse and delivery applications to logistics operators and warehouse customers.
Darker bar: ahead of the other company on that measure.
JD Logistics is the largest captive robotics deployment programme in logistics by stated plan: the deployment is enormous, the commercial score is near zero because almost all of it is internal. In October 2025 it announced a five-year procurement plan for three million robots, one million autonomous vehicles and 100,000 drones. The Wolf Pack robot series is deployed at scale across more than 20 Chinese provinces and over 10 countries, covering warehousing, sorting, transportation and last-mile delivery. As of 2026-06-30 the LangzuTech goods-to-person system was live in more than 30 warehouses in China plus the UK and Germany, with more than 20 fully automated warehouses. The most significant single event for the Humanoids domain is the July 2026 Agibot G2 Max deployment, reported as the first confirmed humanoid robot in an operational third-party logistics warehouse, with a 50 kilogram dual-arm peak payload supporting 7 by 24 unmanned palletising. H1 2026 R&D spending was RMB 2.3 billion, up 23.7 percent. A distinct orchestration layer coordinates a mixed fleet across warehousing, sorting, line-haul, last-mile ground vehicles and drones, including night-time autonomous routes in Shenzhen and a rural drone network in Sichuan; externalisation is nascent, via a Robot Ambulance maintenance service launched in Beijing April 2026 with plans for 50-plus cities. This company scores in two Robotics categories; recorded here under the systems and AMR placement.
13 signals name JD Logistics.
23 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.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; JD Logistics ranks 73 with 80. JD Logistics is ahead on progress, firepower and leverage. Serve Robotics is ahead on production and technology. Level on deployment, commercials and positioning. JD Logistics is based in Beijing, China, Serve Robotics in San Francisco, United States. JD Logistics is named in 13 signals and Serve Robotics in 64.
Serve Robotics ranks 53 on the Robotics 100 with a score of 82; JD Logistics ranks 73 with 80. JD Logistics is ahead on progress, firepower and leverage. Serve Robotics is ahead on production and technology. Level on deployment, commercials and positioning. JD Logistics is based in Beijing, China, Serve Robotics in San Francisco, United States. JD Logistics is named in 13 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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