While the rest of us were wondering when robot deliveries would actually become a thing, Serve Robotics Inc. (SERV) went ahead and built an army of them. The company just announced it has surpassed its 2025 goal by deploying more than 2,000 autonomous delivery robots, creating what it calls the largest sidewalk delivery fleet in the country.

This isn't just about hitting a nice round number. The milestone represents execution that came in on time, on plan, and on budget, which is refreshing in an industry where ambitious timelines often mean "we'll see how it goes." The timing makes sense too, as demand for efficient last-mile delivery continues to accelerate across the United States.

Coast to Coast Coverage

The San Francisco-based company has spread rapidly across major markets, including Los Angeles, Atlanta, Dallas–Fort Worth, Miami, Fort Lauderdale, Chicago, and Alexandria, Virginia. More cities are scheduled to launch in early 2026, though the company hasn't named them yet.

Here's the really impressive part: Serve said its fleet has expanded twentyfold since the start of the year. That kind of growth doesn't happen without serious operational muscle and willing partners. The company has inked partnerships with restaurant brands, retailers, and major delivery platforms including DoorDash Inc. (DASH) and Uber Technologies Inc.'s (UBER) Uber Eats.

The Technology Behind the Fleet

"This milestone is a testament to the strength of our technology and our ability to scale quickly, efficiently and safely," said Ali Kashani, co-founder and CEO of Serve Robotics. "The difference between delivering value versus hype in AI comes down to real-world application. Crossing 2,000 robots enables millions of deliveries to customers and makes delivery more accessible, affordable, and environmentally friendly."

Kashani isn't just puffing his chest here. Serve's robots operate with Level 4 autonomy in complex urban environments, which means they can handle most situations without human intervention. The company reports a 99.8% completion rate, which is the kind of reliability that actually matters when someone's waiting for their burrito. Each robot produces zero tailpipe emissions and is designed to replace traditional vehicle-based deliveries, helping reduce both congestion and carbon output.

Beyond Burritos

The company said growing interest in automation is supporting demand as merchants look to improve delivery economics and reliability. But Serve isn't content to just haul restaurant orders around. Kashani said the company is expanding into groceries, convenience items, small parcels, and returns.

"As we continue to expand our fleet size, we are also expanding use cases for our technology," he said. "Anywhere you find frequent, short-distance deliveries, autonomous technology can create real value."

In 2025 alone, Serve expanded service zones in every existing market, launched operations in 110 high-density neighborhoods across the country, and introduced its Gen 3 robots to support higher-volume delivery operations. That's a lot of ground to cover, literally and figuratively.

SERV Price Action: Serve Robotics shares were up 4.20% at $13.39 at the time of publication on Friday, according to market data.