Aiming to boost its last-mile delivery, Grab acquires Infermove, a Chinese AI robotics firm. It will bolster Grab’s logistics automation across Southeast Asia.
Grab Holdings Ltd has announced the acquisition of Infermove, a Chinese AI robotics company, to strengthen its last-mile delivery capabilities. The deal, made public on December 19, 2025, is aimed at enhancing Grab’s automated delivery services by incorporating autonomous robots into its logistics operations.
Infermove, founded in 2021 by Aaron Lu, specialises in autonomous systems for unstructured environments and mobile manipulation robots. The company’s portfolio includes sidewalk delivery robots designed to handle complex real-world environments and adapt to intricate last-mile delivery challenges. Infermove’s unique approach leverages data from electric scooters and other mobility devices to train robots using reinforcement learning and imitation learning, addressing industry challenges related to slow data acquisition and reliance on simulated data.
The company’s growth has been rapid, with its Carri series robots already working with major Chinese delivery platforms like Meituan, Ele.me, and Dada. Infermove’s international expansion includes pilot projects in Singapore, Japan, and Australia, and its revenue has grown from ¥100,000 in 2023 to ¥10 million in 2025. The company expects its revenue to surpass ¥200 million in 2026, with over 1000 orders pending delivery.
Following the acquisition, Infermove will operate as an independent entity within Grab, with founder Aaron Lu continuing to lead the company.
Grab’s Chief Technology Officer, Suthen Thomas, highlighted the impressive technology and commercialisation progress made by Infermove, noting that its innovations align with Grab’s ongoing efforts to automate its delivery services.
As part of its broader strategy to enhance operational efficiency, Grab sees robotics and AI as vital tools in reducing labour costs and improving service reliability in Southeast Asia’s competitive delivery market.
Meanwhile, the global last-mile delivery robotics sector is expected to exceed $20 billion by 2027, positioning automation as a key driver of future growth.
