Serve Robotics launches new business to become the AWS for robots

techcrunch.com Nov 5, 2026

Serve Robotics launches new business to become the AWS for robots

Curated by Shubham · TechCapsules · Nov 5, 2026

AI-summarised brief · reviewed before publication

Serve Robotics, the maker of autonomous sidewalk delivery robots, announced a new business unit called Physical AI Services aimed at supplying connectivity and data tools to other robot developers. The move follows its 2021 spin‑out from Uber’s Postmates acquisition and its 2024 IPO. Early customers include Bedrock Robotics, which builds self‑driving systems for construction equipment, and a partnership with T‑Mobile to bring edge AI computing closer to robots. Physical AI Services will launch three products: Serve Link, a high‑performance link that lets robots tap cloud‑based AI models; a data curator that surfaces edge‑case footage for model training; and a foundation‑model data catalog derived from Serve’s own delivery fleet. The company will continue operating its delivery robots and hospital units while expanding the platform to farms, warehouses and other uncontrolled environments.

💡 Why It Matters

· By packaging its in‑house robotics stack as a cloud‑like service, Serve Robotics could become the de‑facto infrastructure layer for a fragmented market of niche robot makers.

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Madden NFL 27 and NBA The Run are now free on Amazon…

Amazon Luna has added EA’s Madden NFL 27 and NBA The Run to its free library, available today for users with an active Amazon Prime membership. The sports titles, released in August, are now part of Luna’s Prime perks, allowing players to stream the games without additional cost. Amazon also announced the release of the “MADDEN” movie on Prime Video, scheduled for November 18, tying the gaming and streaming offerings together. The move expands Luna’s sports catalog amid the NFL season and NBA playoffs.

💡 By bundling popular sports games with Prime, Amazon strengthens its competitive edge in cloud gaming, offering immediate, cost‑free access that could sway casual players toward its platform.

thequantuminsider.com · Nov 5

Quantinuum Raises Revenue Outlook After Landing Its Largest Cloud Agreement

Quantinuum announced third‑quarter revenue of $9.1 million, a 233 % increase from the same period a year earlier, and lifted its full‑year revenue guidance to $31‑34 million. The company also secured its largest cloud contract, a deal with a leading financial institution that guarantees access to Quantinuum’s planned 2029 Apollo quantum computer and its Nexus software platform. Nexus usage now spans 215 organizations, while new agreements were signed with a pharmaceutical firm, GE Vernova, and Abu Dhabi Maritime Academy, expanding applications in drug discovery, superconducting materials and maritime logistics. Quantinuum reported error‑correction fidelity of 99.9995 % on its Helios processor and continued deployments in Singapore, Japan and U.S. defense projects. Despite the growth, the quarterly net loss widened to $118 million, though cash reserves stood at $1.94 billion.

💡 The multiyear cloud deal secures early revenue from Quantinuum’s future hardware, giving the company a cash‑flow advantage that few quantum rivals can match.

linkedin.com · Oct 29

Just wrapped our earnings call. It was a fast start to our…

Microsoft reported that its cloud segment generated over $63 billion in revenue for the fiscal year, marking a 30 percent year‑over‑year increase. The earnings call highlighted accelerated growth driven by AI‑focused services, including the Foundry platform, which saw a five‑fold rise in customers deploying multiple models. Executives emphasized a shift toward “intelligence per task,” aiming to improve cost efficiency and performance across heterogeneous AI workloads. The company also outlined plans to build a new technology stack designed for the emerging “agentic wave,” positioning its infrastructure to support increasingly autonomous AI agents. The call underscored Microsoft’s strategy of coupling rapid revenue expansion with deeper AI integration to sustain its cloud leadership.

💡 By tying cloud growth to AI task efficiency, Microsoft is turning cost‑per‑task metrics into a competitive moat, forcing rivals to match its blend of scale and intelligent resource allocation.

techcrunch.com · Oct 29

Microsoft just shared Azure’s actual revenue in dollars: $33.2 billion

Microsoft disclosed Azure’s July‑September quarter revenue at $33.2 billion, a 48% year‑over‑year increase. The figure surpasses analyst expectations of $32.3 billion and exceeds Microsoft’s CFO forecast of 44‑45% growth. Azure now accounts for roughly 36% of Microsoft’s $92.3 billion quarterly revenue, making it the company’s largest and fastest‑growing product line. Alphabet reported Google Cloud revenue of $30.7 billion, slightly below Azure, while Amazon Web Services remains the industry leader. The new Agents and Infra segment, which includes Azure, generated $76.8 billion, up 25% from a year earlier.

💡 By revealing dollar amounts, Microsoft levels the playing field with AWS and Google Cloud, enabling clearer investor comparisons and sharpening the competitive narrative in the cloud market.

linkedin.com · Oct 20

Today in Paris, we announced new capabilities across Microsoft Sovereign Cloud, expanding…

Microsoft announced new capabilities for its Sovereign Cloud in Paris, broadening options for organizations that run sensitive workloads across public and private clouds. The update expands control over data residency and compliance, while integrating a growing partner ecosystem to support diverse industry needs. The announcement highlights Microsoft’s commitment to meeting stringent sovereignty and security requirements for governments and regulated sectors. It also signals a strategic push to attract customers seeking greater autonomy in cloud operations.

💡 The move positions Microsoft as a key player in the evolving digital sovereignty landscape, offering firms a viable alternative to traditional cloud providers. It underscores the growing demand for localized, compliant cloud solutions amid tightening data protection regulations.

blogs.microsoft.com · Oct 20

Advancing digital sovereignty with greater control and choice

Microsoft announced the next phase of its Sovereign Cloud strategy, expanding control options across public, private, and partner environments. The rollout introduces a workload‑based continuum that lets organizations apply tailored governance, residency, and continuity controls to each application. Key features include the Sovereign Control Panel, a unified Azure portal for visibility and risk management, and new just‑in‑time access tools like Data Guardian for EU/EFTA customers. The initiative aims to balance innovation with heightened security and regulatory compliance.

💡 By giving firms granular sovereignty tools, Microsoft enables critical sectors to safeguard sensitive data while still leveraging cloud scale, potentially reshaping how public services and regulated industries adopt cloud solutions.