Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal

Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal Maham Fatima Wed, August 19, 2026 at 7:42 AM EDT 4 min read SERV On August 17, Serve Robotics (NASDAQ: SERV ) said it is partnering with Grubhub to fulfill orders on the food delivery platform using its sidewalk robots. The deal lands just days after the company's years-long tie-up with Uber Eats fell apart, and it marks Serve's attempt to plug that gap with a new revenue channel. The Grubhub rollout starts in Chicago, Los Angeles and Alexandria. For a company that just watched its biggest guidance number get cut in half, the timing could not matter more. Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal Bull Case: Chasing New Delivery Roads Serve's pitch to Grubhub arrives alongside a broader push to diversify beyond the Uber relationship that once anchored its business. The company also launched with DoorDash in San Jose, California, and Washington, D.C., its seventh and eighth major US markets, spreading delivery volume across more partners rather than leaning on one. CEO Ali Kashani told Reuters he expects the lost Uber volume to be more than replaced over time through Grubhub and other initiatives, calling it a path to faster growth. The economics behind that bet are straightforward. Serve says the median food delivery trip covers about 2.5 miles and currently costs $8 to $10 with a human driver, a cost the company believes its Gen 3 robots can cut to roughly $1 per order by removing driv…