SES
- Company typePublic
- Founded2012
- HeadquartersWoburn, United States
- Headcount101–250
- GTM typeB2B
- OfferingHardware or Manufacturing
SES firmographics
Firmographics- Name
- SES
- Legal name
- SES AI Corporation
- Website
- https://ses.ai
- Company type
- Public
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
SES industry classification
Industry- Product category
- Advanced Lithium-Metal Battery Technology
- NAICS
- Battery Manufacturing (33591), Navigational, Measuring, Electromedical, and Control Instruments Manufacturing (33451), Electrical Equipment Manufacturing (3353)
- SIC
- Electronic & Other Electrical Equipment (No Computer Equip) (3600), Industrial Instruments For Measurement, Display, And Control (3823)
- akta.pro primary industry
- Battery Pack & Module Manufacturing (EV) (IMACACAA)
- akta.pro secondary industries
- Battery Cells (Li-ion, LFP, Sodium-ion, Lead-acid, NiMH) (IMAGAHAA), Battery Pack Manufacturing & Module Assembly (EUAFABAI), EV & Fleet Charging Equipment (AC/DC chargers, depot charging systems) (IMAGAHAF), UAS Power Systems & Propulsion (Motors, ESCs, Batteries, Fuel Cells) (IMABAIAK)
Keywords
Where SES is headquartered
LocationHeadquarters
- HQ city
- Woburn
- HQ country
- United States
- HQ region
- North America
Offices8 records
Markets served
SES business model
Business model- GTM type
- B2B
- Offering type
- Hardware or Manufacturing
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Energy Storage Systems (ESS) sales: Hardware/software integrated ESS products sold via direct sales and channel distribution (e.g., ATG EPower for North America), enabled by the September 2025 acquisition of UZ Energy for approximately $25.8M; primary driver of Q1 2026 revenue
- Drone battery cell sales: Li-Metal and Li-ion pouch cells manufactured at the Chungju, South Korea facility (target capacity 1 million cells/year) for U.S. and European drone customers, including NDAA-compliant defense applications and AI-enhanced drone cells for commercial customers
- Battery material sales (Molecular Universe supply): Sale of AI-discovered electrolyte materials (six production-ready material breakthroughs) plus supply of advanced materials to battery manufacturers as part of service + supply offering of Molecular Universe platform
- Molecular Universe SaaS subscriptions: Tiered software subscriptions (Public, Research, Explorer, Team, Enterprise, Joint Development tiers) sold cloud or on-premise, including Lightning/Pro/Deep Space ask capabilities, Map, Search, Formulate and Predict tools
- Molecular Universe services (custom research/foundry): Service engagements including fast-track testing, evaluation of advanced materials, pilot production, and mass production sourcing insights; includes software + hardware compute/GPU infrastructure setup
- Battery safety/health software licensing (Avatar): Per-vehicle licensing model for AI battery safety software, with reported gross margins exceeding 90% on software royalties; integrated into joint development agreements with Hyundai and GM
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Annual | Molecular Universe Public tier (free) |
| Subscription | Annual | Molecular Universe paid tiers (Research through Joint Development) |
| Other | Multi-year contract | AI-enhanced Li-Metal and Li-ion battery development contracts (up to $10M) |
| Outcome Based/ Performance | Multi-year contract | AISPEX BESS MOU (up to $45M for up to 100 MWh) |
| Other | Multi-year contract | ATG EPower distribution agreement ($20M over 3 years) |
Go-to-market motion1 record
SES product offering
Product offeringCore offering
SES AI Corporation designs, develops, and manufactures AI-enhanced lithium-metal and lithium-ion battery cells for electric vehicles, drones/UAM, and energy storage applications. The company operates three business units—Drones (high-energy/power density cells), ESS (integrated energy storage hardware/software), and Materials (AI-discovered electrolytes)—powered by its Molecular Universe AI4Science SaaS platform for material discovery and Avatar AI software for battery safety and manufacturing quality.
Product overview
SES AI Corporation offers an integrated platform-plus-modules product architecture centered on its Li-Metal battery technology and AI-driven Molecular Universe SaaS platform. The three core business units — Drones (high-energy/power-density Li-Metal and Li-ion drone cells such as H4B, H4M, H10E, H10P, H30P, H30M, H10B, H2B, 2170-58E, 2170-55P), ESS (integrated energy storage hardware/software for data centers and C&I, built on UZ Energy hardware combined with Molecular Universe/Avatar software), and Materials (six AI-discovered electrolyte products: SES-H2.32, SES-S8.62, SES-K3.1, SES-I3/J1, SES-K3/4/11, SES-G6-Gel) — are powered by the Molecular Universe AI4Science platform (versions MU-0 through MU-3.0/MU-StarSeeker) and the Avatar AI for Manufacturing/Safety system. Underpinning hardware includes the Apollo 100Ah Li-Metal cell, Hermes 50Ah Li-Metal cell, and 30Ah UAM cell, manufactured at the Woburn (Boston) Global HQ, Shanghai Giga (300,000 sq ft), and Chungju, South Korea facility (NDAA-compliant drone cell production targeting ~1 million cells/year).
Differentiator
Problem solved
Functional benefit
Brands
- Molecular Universe: AI4Science SaaS platform for battery material discovery, available through subscription tiers (Public, Research, Explorer, Team, Enterprise, Joint Development)
- Avatar
- Apollo
- Hermes
Products and services
- Molecular Universe (MU) AI4Science SaaS Platform End-to-end AI-driven material discovery platform mapping the world's largest database of battery-relevant small molecules (1M viewable, 100-200M searchable) with Map, Search, Ask, Formulate, Predict workflows and agentic AI capabilities; accelerates battery material discovery from years to tens of minutes for battery researchers, manufacturers, and materials scientists. Offered via cloud subscription and on-premise enterprise deployment in tiered offerings (Public, Research, Explorer, Team, Enterprise, Joint Development).
- Avatar AI for Manufacturing and Safety AI quality control and safety software combining AI for Manufacturing (trained on CT, X-ray, ultrasound, and vision data with 1,000+ quality checkpoints per cell) and AI for Safety (real-time State of Charge, Health, Safety, and Degradation prediction). Licensed per-vehicle to OEMs including Hyundai and GM via joint development agreements; reports gross margins exceeding 90% on software royalties.
- Drone Battery Cells (H4B, H4M, H10E, H10P, H30P, H30M, H10B, H2B, 2170-58E, 2170-55P) AI-enhanced Li-Metal and Li-ion pouch and cylindrical cells engineered for high-energy, high-power density drone and UAM applications. Product matrix spans power (H10P, 2170-55P, H30P, H4M), energy (H4M, H10E, H30M, 2170-58E), and balanced (H4B, H10B, H2B) variants with energy densities up to 400 Wh/kg. Produced at the Chungju, South Korea facility for U.S. and European drone customers including NDAA-compliant defense applications.
- Apollo / Hermes Li-Metal EV and UAM Cells (100Ah, 50Ah, 30Ah) World's first large-format 100Ah Li-Metal cell and first to enter automotive A-sample and B-sample joint development agreements with global automakers (GM, Honda, Hyundai). Targets 400 Wh/kg energy density, 1,000 Wh/L volumetric density, fast charging (80% in <15 min at 4C), and -30°C to 60°C operating range. 100Ah cell has passed GB38031-2020 and UN38.3 safety certifications; manufactured at Shanghai Giga and Chungju, South Korea facility.
- ESS Solutions (Energy Storage Systems) Fully integrated hardware/software energy storage solutions combining battery health and safety management software (powered by Molecular Universe) with UZ Energy hardware for data centers and commercial and industrial (C&I) applications. Provides real-time battery SoX analytics (State of Charge, Health, Safety, Degradation), early anomaly prediction/detection, and electricity trading optimization. Distributed in North America via a $20M/3-year agreement with ATG EPower.
Quantifiable outcome
- Accelerates battery material discovery from 8-10 years to tens of minutes
- +6 more outcomes
Companies that use SES
Customer profileNamed customers10 records
Ideal customer profiles4 records
SES technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability14 records
Feature7 records
SES partnerships and signals
Strategic signalPartnerships
13 partnerships are on record, tiered core and flagship.
- ATG EPowercoreMulti-year, $20 million distribution agreement (over 3 years) for North American energy storage systems market. Enables SES AI's entry into the North American ESS market through ATG EPower's distribution channel.
- Top MaterialcorePlans announced to boost cell manufacturing capacity in Korea for drone applications. Partnership supports expansion of Chungju facility production for U.S. and European-based drone customers.
- HisuncoreJoint venture with Hisun utilizing their existing manufacturing capacity for electrolyte materials, supporting Materials business unit scale-up. Discussed at Battery World 2025.
- UZ EnergyflagshipAcquired by SES AI in September 2025 for approximately $25.8 million to accelerate growth in Energy Storage Systems. UZ Energy provides hardware products and direct ESS customers across global export trade, integrated with SES AI's software stack. Visit link: uzenergy.com
- Hyundai Motor and KiaflagshipJoint Development Agreement (JDA) on Li-Metal batteries; expanded deal announced April 2024. Includes Avatar AI safety software licensing for EVs. Quoted: 'This technology will definitely become part of the enabling technology for our future product, giving tremendous benefit to our customers.' - Chang Hwan Kim, SVP, Head of Electrification Energy Solutions Tech Unit at Hyundai Motor and Kia.
- AISPEXcoreMOU targeting up to $45 million to provide up to 100 MWh advanced Battery Energy Storage System (BESS) Solution with AI for Safety. First deployment at a crypto mining site in Texas, extending BESS lifespan with AI-powered batteries.
- Data BlanketcoreSignificant purchase order from Data Blanket to power AI-driven drones for forest fire management and border patrol. Combines Li-Metal cells with AI-enabled management and safety systems.
- Two Automotive OEM PartnerscoreContracts totaling up to $10 million signed with two automotive OEM partners to develop AI-enhanced Li-Metal and Li-ion batteries for EVs, validating AI for science to accelerate commercial battery material discovery for automotive use.
- NVIDIAcoreAI for Science Initiative collaboration with NVIDIA, Crusoe, and Supermicro to accelerate material discovery in electric transportation. SES AI presented at NVIDIA GTC 2025 on AI-revolutionizing molecule search for next-gen LMBs. Includes GPU cluster deployment (128 H100 GPUs + A100 capacity on Crusoe Cloud).
- Crusoe CloudcoreCloud infrastructure partnership as part of AI for Science Initiative with NVIDIA and Supermicro. Crusoe deployed two GPU clusters with 128 H100 GPUs and additional A100 capacity to support 10-15 data scientists working on LLMs and material simulations for SES AI.
- SupermicrocoreAI infrastructure partnership as part of AI for Science Initiative with NVIDIA and Crusoe to accelerate material discovery for Li-Metal batteries.
- General Motors (GM)flagshipJoint Development Agreement (JDA) on Li-Metal batteries for electric vehicles; world's first B-sample JDA in Li-Metal; includes integration of Avatar AI-powered battery safety software. GM Ventures led a $139M investment into SES. Quoted: 'It's all about cost and range and charging. And we think the SES technology delivers on all of those promises.' - Kent Helfrich, CTO and VP R&D of General Motors.
- HondaflagshipJoint Development Agreement (JDA) on Li-Metal batteries for electric vehicles. Quoted: 'Let's communicate closely in the common language of technology and be the first in the world to bring the Li-Metal battery to the automobile market.' - Yoshiya Josh Fujiwara, Expert Engineer at Honda R&D. SES was selected after Honda evaluated US Li-Metal startups in 2019.
Scale indicators15 records
Recent moves9 records
Expansion highlights6 records
SES competitors and assessment
Company assessmentDirect peers
- QuantumScape: Publicly traded next-generation battery developer (NYSE: QS) focused on solid-state Li-Metal cells for automotive applications, backed by Volkswagen. Most direct comparable to SES in Li-Metal chemistry targeting EV OEMs with multi-year automotive qualification cycles.
- Solid Power: Publicly traded developer of solid-state batteries (NASDAQ: SLDP) with JDA relationships with BMW, Ford, and SK On. Closely comparable to SES in targeting automotive Li-Metal-adjacent chemistries through OEM JDAs and pilot production.
- Amprius Technologies: Publicly traded (NYSE: AMPX) developer of silicon-anode Li-ion batteries with high energy density cells targeting aviation, drone, and defense applications. Directly competes with SES in the high-energy-density drone and UAM cell market.
- Enovix: Publicly traded (NASDAQ: ENVX) 3D-structured Li-ion battery developer for consumer electronics and EVs. Comparable advanced battery manufacturer with similar enterprise field sales motion to OEMs and emphasis on AI-driven manufacturing quality.
- Microvast: Publicly traded (NASDAQ: MVST) vertically integrated Li-ion battery maker with commercial vehicle and ESS exposure. Comparable in scale, public-market dynamics, and multi-segment battery commercialization strategy.
- Eos Energy Enterprises: Publicly traded (NASDAQ: EOSE) U.S.-based energy storage system provider focused on long-duration battery storage for utilities and C&I. Directly comparable to SES's ESS business unit leveraging acquired UZ Energy hardware and software intelligence.
- Citrine Informatics: Private AI-powered materials informatics platform serving chemicals, materials, and battery industries. Closest comparable to Molecular Universe as an enterprise SaaS platform applying AI to accelerate materials discovery and R&D for industrial customers.
Broad incumbents
- Fluence Energy: Publicly traded (NASDAQ: FLNC) global ESS provider and integrator jointly owned by Siemens and AES. Comparable as a broad incumbent in the AI-enabled grid-scale and C&I energy storage market that SES AI's ESS unit is entering.
- Schrödinger: Publicly traded (NASDAQ: SDGR) computational chemistry and materials science software provider with tiered SaaS subscriptions. Comparable to Molecular Universe in monetizing physics-based simulation, ML, and a chemical/molecular database via enterprise software subscriptions.
- LG Energy Solution: Publicly traded (KRX: 373220) global top-tier lithium-ion battery manufacturer with extensive automotive OEM supply contracts and emerging solid-state/Li-Metal programs. Comparable as a broad incumbent against which SES's Li-Metal cells must compete for OEM production nominations.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
SES social profiles
Digital presenceSES compliance and trust
Trust signalCompliance6 records
SES financial estimates
Financial estimateRevenue estimate
Valuation estimate
SES leadership team
Management profileNumber of profiles
Profiles9 records
SES subsidiaries and ownership
Company hierarchySubsidiaries1 record
SES funding detail
Funding detailFunding overview
Funding rounds9 records
Investors28 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
SES M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about SES
What does SES do?
SES AI Corporation designs, develops, and manufactures AI-enhanced lithium-metal and lithium-ion battery cells for electric vehicles, drones/UAM, and energy storage applications. The company operates three business units—Drones (high-energy/power density cells), ESS (integrated energy storage hardware/software), and Materials (AI-discovered electrolytes)—powered by its Molecular Universe AI4Science SaaS platform for material discovery and Avatar AI software for battery safety and manufacturing quality.
Is SES a public or private company?
SES is a public company. It is classified as public and is currently operating.
When was SES founded?
SES was founded in 2012. It employs 101 to 250 people.
Where is SES based?
SES is headquartered in Woburn, United States, in the North America region.
How does SES make money?
Six revenue lines are on record. Energy Storage Systems (ESS) sales are the primary driver. The others are drone battery cell sales, battery material sales (Molecular Universe supply), molecular Universe SaaS subscriptions, molecular Universe services (custom research/foundry) and battery safety/health software licensing (Avatar).
Who are SES's main competitors?
Direct peers on record are QuantumScape, Solid Power, Amprius Technologies, Enovix, Microvast, Eos Energy Enterprises and Citrine Informatics. Broad incumbents are Fluence Energy, Schrödinger and LG Energy Solution.
Does SES have an API?
No public API is recorded for SES.
What industry is SES in?
SES's product category is Advanced Lithium-Metal Battery Technology. Its primary akta.pro industry code is IMACACAA, Battery Pack & Module Manufacturing (EV), with a secondary code of IMAGAHAA, Battery Cells (Li-ion, LFP, Sodium-ion, Lead-acid, NiMH). Its NAICS code is 33591 and its SIC code is 3600.