Jensen Huang, the CEO of Nvidia, has publicly expressed his excitement about a groundbreaking artificial intelligence company that is revolutionizing the robotics industry: Serve Robotics. This company, dedicated to developing autonomous delivery robots, has not only caught the attention of Nvidia’s leader but also that of major Wall Street analysts who forecast explosive growth for its shares in 2026, with estimates suggesting a potential increase of 77%.
Huang’s admiration for Serve Robotics is well-founded. The company has showcased outstanding technological capabilities in developing autonomous navigation systems and artificial intelligence algorithms applied to last-mile logistics. It is worth noting that Nvidia maintains a strategic relationship with various robotics manufacturers, providing specialized processors for AI applications, making Huang’s endorsement a significant indicator of the company’s potential.
Wall Street analysts have identified a market opportunity valued at approximately $450 billion for the delivery robotics sector. Serve Robotics’ shares have experienced significant movements in recent months, with increases exceeding 25% on various days during December 2025 and January 2026. However, this behavior also reflects the typical volatility of emerging companies in high-growth technology sectors.
Institutional interest has increased significantly, especially following operational expansion announcements and new strategic partnerships that strengthen its competitive position in the autonomous delivery market. The projected 77% growth for 2026 represents an ambitious bet, but one grounded in the disruptive potential of Serve Robotics’ technology. Undoubtedly, explicit endorsements from figures like Jensen Huang add credibility to the project, although investors must consider the inherent risks of early-stage companies.
The combination of advanced artificial intelligence, autonomous robotics, and a growing market could position this company as one of the most relevant players in the sector in the coming years. Source: Yahoo.
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