Grab Acquires Infermove, Targets $20B Robotics Market; Shares Climb 3.5%

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Grab Holdings acquired AI robotics firm Infermove to deploy Carri robots for first- and last-mile delivery, tapping a projected $20 billion robotics market by 2027. Shares rose 3.54% on January 6 after the deal and receipt of Singapore approval to test autonomous vehicles in Punggol with WeRide before early 2026.

1. Grab Expands Delivery Automation Through Infermove Acquisition

On January 6, 2026, Grab announced the acquisition of China-based AI robotics firm Infermove in a strategic move to accelerate its delivery automation efforts. Infermove’s Carri mobile manipulation robots leverage driving data, imitation learning and reinforcement learning to navigate unpredictable urban environments, handling both first-mile and last-mile delivery tasks. Industry analysts project the last-mile robotics market could reach $20 billion by 2027, positioning Grab to capture a significant share as it integrates Carri units into its expansive Southeast Asian network.

2. Consistent Revenue Growth and Path to Profitability

Over the past five years, Grab has achieved compound annual sales growth of 17%, driven by its superapp ecosystem encompassing rides, food and grocery delivery, and financial services. The company recently reported that its core delivery and mobility segments have reached adjusted profitability on an operating level, marking a pivotal milestone for investors monitoring the transition from high-growth losses to sustainable earnings generation.

3. Elevated Trading Volume Reflects Investor Interest

Following the robotics deal announcement, Grab shares rallied 3.5% on heavy trading, with daily volume jumping to approximately 70.7 million shares—more than 50% above its three-month average. This uptick outpaced gains in major U.S. indexes, where the S&P 500 rose 0.6% and the Nasdaq Composite gained 0.7%, underscoring market recognition of Grab’s technology-led growth catalyst.

4. Autonomous Vehicle Tests Underway in Singapore

In late 2025, Grab secured regulatory approval from Singapore’s Land Transport Authority to conduct autonomous vehicle trials in the Punggol district in partnership with WeRide’s fleet. Public service for driverless shuttles is slated to commence by early 2026, reflecting Grab’s broader strategy to reduce driver costs and enhance fleet utilization through self-driving technology.

Sources

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