Daily Tech: Robotics, Lidar, and Telehealth — Emerging AI Leaders Expand Market Reach

FutureGate | August 19 2025

Arrive AI Strengthens Position with Ninth U.S. Patent

Arrive AI (ARAI) has secured its ninth U.S. patent (No. US 12,387,072 B2), further solidifying its intellectual property portfolio around AI-powered delivery infrastructure. The patent covers the company’s Arrive Points™ smart mailbox system, designed for use by drones, ground robots, and human couriers. This innovation enables seamless docking, charging, and secure parcel exchange — a critical feature as e-commerce and autonomous logistics expand.

The patent provides Arrive with a defensible edge in last-mile delivery infrastructure, a bottleneck in logistics where costs remain elevated. With the drone delivery market projected to grow at over 20% CAGR through the next decade, Arrive’s infrastructure solutions could serve as a critical enabler for major retailers, logistics operators, and government agencies looking to modernize distribution. Investors are likely to view the IP expansion as both a value driver and a potential acquisition catalyst.

ServiceNow Makes Robotics Move with Vayu Acquisition

ServiceNow (SERV) rose 6.5% following its acquisition of Vayu Robotics, a company specializing in AI navigation for autonomous delivery robots. While ServiceNow is best known as a leader in enterprise workflow and automation software, this move signals a strategic push into physical automation.

Vayu’s navigation stack combines computer vision and AI algorithms to improve route planning, obstacle avoidance, and efficiency in autonomous delivery systems. With e-commerce volumes continuing to rise and labor shortages driving interest in automation, ServiceNow’s expansion into robotics complements its enterprise platform business by linking digital workflows to real-world logistics execution.

This acquisition is a reminder that enterprise software leaders are positioning to capture value in the convergence of digital automation and physical robotics. If ServiceNow executes well, it could open a new growth vertical beyond its core SaaS offerings.

AEye and Black Sesame Target China’s Autonomous Vehicle Market

AEye (LIDR) announced a strategic partnership with Black Sesame Technologies to advance autonomous vehicle safety systems in China. The collaboration combines AEye’s long-range lidar sensing with Black Sesame’s AI-driven vehicle perception and decision-making platforms.

China has identified autonomous driving as a national strategic priority, committing significant capital to smart infrastructure and next-gen vehicle technologies. By partnering with a local AI leader, AEye gains regulatory alignment and market access in one of the fastest-growing automotive markets globally. The joint solution is expected to enhance safety standards in advanced driver-assistance systems (ADAS) and fully autonomous platforms.

For investors, this partnership strengthens AEye’s positioning as lidar adoption accelerates. The deal also provides exposure to China’s policy-backed mobility transition, potentially driving faster commercialization compared to Western markets where regulatory frameworks are slower.

MoonWalk AI Expands into $24.5B Corporate Wellness Market

MoonWalk AI (MWAI) disclosed a new partnership with Trump Mobile and BrighterMD to deploy AI-powered telehealth and wellness platforms. The initiative targets the $24.5 billion U.S. corporate wellness market, where employers are increasingly investing in preventive care and digital health solutions to reduce long-term healthcare costs.

The platform aims to integrate AI diagnostics, predictive analytics, and personalized care plans into corporate wellness programs, while leveraging Trump Mobile’s distribution reach and BrighterMD’s clinical expertise. The collaboration highlights the growing convergence of AI, healthcare, and enterprise solutions, where scalability and cost control are critical factors.

For investors, the partnership illustrates how small and mid-cap AI firms can access large addressable markets through strategic alliances. With U.S. healthcare costs at unsustainable levels, scalable AI-enhanced telehealth models may represent a structural growth driver in the next decade.