SES

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

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

• Lithium-metal batteries
• AI battery material discovery
• Energy storage systems
• Drone battery cells
• Electric vehicle batteries

Headquarters

HQ city

Woburn

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. 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
2. 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
3. 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
4. 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
5. 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
6. 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

Go-to-market motion1 record

Core 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

Named customers10 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

AI capability14 records

Feature7 records

Partnerships

13 partnerships are on record, tiered core and flagship.

• ATG EPowercoreChannel Partner/ Reseller/ Distributor · 1 April 2026Multi-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 MaterialcoreStrategic or Co-development Partner · 1 December 2025Plans 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.
• HisuncoreStrategic or Co-development Partner · 1 December 2025Joint venture with Hisun utilizing their existing manufacturing capacity for electrolyte materials, supporting Materials business unit scale-up. Discussed at Battery World 2025.
• UZ EnergyflagshipStrategic or Co-development Partner · 1 September 2025Acquired 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 KiaflagshipStrategic or Co-development Partner · 1 April 2025Joint 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.
• AISPEXcoreStrategic or Co-development Partner · 1 January 2025MOU 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 BlanketcoreStrategic or Co-development Partner · 1 January 2025Significant 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 PartnerscoreStrategic or Co-development Partner · 1 January 2025Contracts 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.
• NVIDIAcoreTechnology or Integration · 1 September 2024AI 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 CloudcoreTechnology or Integration · 1 September 2024Cloud 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.
• SupermicrocoreTechnology or Integration · 1 September 2024AI infrastructure partnership as part of AI for Science Initiative with NVIDIA and Crusoe to accelerate material discovery for Li-Metal batteries.
• General Motors (GM)flagshipStrategic or Co-development PartnerJoint 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.
• HondaflagshipStrategic or Co-development PartnerJoint 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

Direct 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

• Xx.com/ses_ai
• YouTubeyoutube.com/@poweredbyses
• LinkedInlinkedin.com/company/ses-ai
• Facebookfacebook.com/solidenergy

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds9 records

Investors28 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SES