Grab's EV and Robotics Bets: A Potential Logistics Edge?

Grab Holdings is partnering with China's GAC International to deploy up to 20,000 electric vehicles across six Southeast Asian markets, and has acquired Chinese robotics firm Infermove to strengthen its autonomous last-mile delivery capabilities. These moves highlight Grab's push to pair cleaner mobility with automation in delivery and tie its superapp ecosystem more closely to physical transport and logistics infrastructure. The upcoming Q4 2025 results will show whether Grab's push into electrification and automation is aligning with its raised 2025 revenue guidance and recent move into consistent profitability.