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SES AI

Category: AI in Climate / Energy

AI-powered battery material discovery platform and Li-Metal battery technology for electric vehicles, drones, and energy storage applications SES AI was founded in 2012. The company is led by Qichao Hu. Based in Woburn, Massachusetts, United States. Team size: 250. Total funding raised: Public company (NYSE: SES), Market capitalization ~$883M as of November 2025. Latest round: Public company since going public via SPAC merger. Key investors include ["General Motors","Hyundai","Honda","Geely","SAIC","LG","Foxconn"].

Founded
2012
Headquarters
Woburn, Massachusetts, United States
Team size
250
Total funding
Public company (NYSE: SES), Market capitalization ~$883M as of November 2025

Value proposition

Dramatically accelerate battery material discovery from years to minutes through AI-powered platform, while providing high-performance Li-Metal batteries for next-generation electric transportation

Products and solutions

["Molecular Universe Platform (MU-0, MU-1)","Li-Metal Batteries","AI-Enhanced 2170 Batteries","Avatar AI for Manufacturing and Safety"]

Unique value

First battery company to use AI-discovered electrolyte materials, vertically integrated from AI discovery to battery manufacturing, with world's lightest long-range Li-Metal battery technology

Target customer

Battery manufacturers, automotive OEMs, energy storage companies, drone and robotics manufacturers, academic researchers

Industries served

["Automotive (EV, UAM)","Energy Storage","Drones","Robotics","Consumer Electronics","Data Centers"]

Technology advantage

Molecular Universe platform reduces material discovery from years to minutes with 200M+ molecule database, combined with in-house battery manufacturing capabilities for rapid validation and commercialization

How they differentiate

Molecular Universe is vertically integrated within SES AI's battery development and manufacturing operations, enabling rapid in-house testing and validation of AI-discovered materials with tiered subscription model including joint development partnerships

Main competitors

["Aionics","Wildcat Discovery Technologies","Microsoft (in partnership with PNNL)"]

Key partnerships

["NVIDIA (CUDA-based libraries and GPU acceleration)","General Motors (Joint Development Agreement)","Hyundai Motor Company","Honda","Geely","SAIC","LG","Foxconn"]

Notable customers

["Hisun New Energy Materials (joint venture)","Two automotive OEM partners ($10M contracts)","Multiple Japanese, Chinese, and Korean battery OEMs"]

Major milestones

["Launch of Molecular Universe MU-1 platform in October 2025","Acquisition of UZ Energy in August 2025 to expand energy storage systems","Signed term sheet for joint venture with Hisun New Energy Materials","Over 30 enterprise trial users for Molecular Universe platform","AI-enhanced 2170 batteries for humanoid robots and drones unveiled at CES 2025"]

Growth metrics

Q3 2025 revenue of $7.1M (up $3.6M sequentially), 51% gross margin, over 30 enterprise-level trial users for Molecular Universe platform

Market positioning

Specialized enterprise-grade AI platform for battery material discovery leveraging SES AI's deep industry expertise and manufacturing capabilities to accelerate R&D cycles for battery manufacturers and automotive OEMs

Geographic focus

Primarily North America and Asia (China, Japan, Korea) with headquarters in Woburn, Massachusetts, and global enterprise client base

Patents and IP

Proprietary AI-driven material discovery methods and Li-Metal battery technologies (specific patents not publicly disclosed)

About Qichao Hu

Founder and CEO of SES AI (NYSE: SES) since 2012. Ph.D. in Applied Physics from Harvard University, postdoctoral fellow at Harvard, B.S. in Physics from MIT. Recognized as MIT Technology Review's "Innovator Under 35" and Forbes 30 Under 30.

Official website: