Why Serve Robotics (SERV) Is Emerging as a Physical AI Growth Story

Serve Robotics Inc. (NASDAQ:SERV) is one of the best emerging technology stocks to invest in now.

The latest emerging-tech story came on May 7, 2026, when Serve Robotics Inc. (NASDAQ:SERV) reported first-quarter results that gave investors a clearer look at its physical AI ramp. Revenue reached $3.0 million, up 238% sequentially and 578% year over year, reflecting growth across the company’s robot fleet, software services, and newer healthcare robotics exposure following its Diligent Robotics acquisition. Serve said the deal expanded its operating footprint to 44 cities across 14 states, while its combined indoor and outdoor fleet was approaching 2 million cumulative deliveries.Why Serve Robotics (SERV) Is Emerging as a Physical AI Growth Story

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The operating metrics also supported the growth angle. Daily active robots rose to 812 in Q1 from 547 in Q4 2025 and 73 in Q1 2025, while daily supply hours increased to 10,295 from 6,676 sequentially. Serve also said software services contributed about one-third of Q1 revenue, with just under half of total revenue now recurring. The company reaffirmed its 2026 revenue guidance of about $26 million, though it remains in heavy investment mode, with a GAAP net loss of $49.0 million in Q1.

Serve Robotics Inc. (NASDAQ:SERV) designs and operates autonomous robots for delivery, healthcare, and other real-world service environments.

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