Nvidia CEO Jensen Huang "Loves" This Artificial Intelligence (AI) Company. The Stock Could Soar 77% in 2026, According to 1 Wall Street Analyst

• At the CES past week, Nvidia CEO called retired Serve Robotics, citing it arsenic an illustration of the coming question of carnal AI.

• The institution has deployed much than 2,000 robots, marking the largest sidewalk transportation fleet successful the United States.

• While gross is soaring, losses are mounting, truthful investors should tread carefully.

• 10 stocks we similar amended than Serve Robotics ›

Artificial quality (AI) has been each the rage implicit the past fewer years, arsenic advances successful the tract of generative AI person taken the satellite by storm. Nvidia (NASDAQ: NVDA) has been among the biggest beneficiaries of these secular tailwinds, arsenic the company's graphics processing units (GPUs) person go the golden modular chips that powerfulness these blase algorithms.

Investors person already begun to look to imaginable advancements successful agentic AI and carnal AI arsenic the adjacent question of this groundbreaking technology.

One tiny AI institution conscionable got a large boost, courtesy of a shout-out from Nvidia CEO Jensen Huang.

Serve Robotics (NASDAQ: SERV) whitethorn not beryllium a household name, but the shaper of nutrient transportation robots conscionable got a important boost successful sanction recognition. The institution was featured during Huang's keynote code astatine the CES this week. While discussing the aboriginal of carnal AI, Huang pointed to a representation of Serve's sidewalk transportation robot and said, "I emotion these guys!" He went connected to say, "The adjacent procreation of AI is carnal AI."

That's wherever Serve Robotics comes in. The institution is moving to deploy drones and sidewalk-navigating robots to facilitate the $450 cardinal last-mile nutrient transportation market. Its information suggests the median region of nutrient deliveries successful the U.S. is 2.5 miles, and Serve Robotics believes it tin screen that region with its autonomous robots for astir $1 per delivery.

It boasts the largest sidewalk transportation fleet successful the U.S., with implicit 2,000 robots, and partners with salient companies specified arsenic Uber, 7-Eleven, Shake Shack, Little Caesars, and Jersey Mike's Subs. The institution has besides precocious entered into a multiyear strategical concern with DoorDash to rotation retired deliveries nationwide.

Moreover, Nvidia is simply a strategical spouse and erstwhile investor, which mightiness explicate Huang's emotion for the company.

Serve Robotics is increasing similar wildfire, but it's not without risk. In the 3rd quarter, gross grew 209% to $687,000, though its nonaccomplishment of $33 cardinal surged astir fourfold. However, absorption says it's connected way to summation gross tenfold successful 2026, based connected its preliminary projections -- which should assistance amended the company's fiscal picture.