SES AI Corp

SES AI Corporation (NYSE: SES) is a developer and manufacturer of high-performance, AI-enhanced lithium-metal and lithium-ion rechargeable battery technologies and battery materials. The company's website is www.ses.ai.

SES operates across four primary business segments. The Energy Storage Systems division supplies fully integrated hardware and software solutions with battery health and safety management capabilities for renewable energy applications. The Drones segment focuses on high energy density and high-power density cells for unmanned aerial vehicles and urban air mobility applications, with plans to develop National Defense Authorization Act-compliant manufacturing capacity in South Korea. The Materials division manufactures and supplies novel electrolyte materials discovered through the company's proprietary Molecular Universe platform, with a joint venture announced with Hisun New Energy Materials to enable commercial-scale production beginning in the second half of 2026. The Molecular Universe segment provides access to an AI-based research platform available through cloud or on-premises deployment on a subscription basis, enabling battery professionals to accelerate materials discovery research.

As of December 31, 2025, SES employed approximately 215 full-time employees, with 35 percent located in the United States and the remainder distributed across China, South Korea, and Singapore. The company maintains research and development facilities in Woburn, Massachusetts; Shanghai and Shenzhen, China; and Chungju and Seoul, South Korea. Approximately 68 percent of the workforce engages in research and development functions across materials science, chemistry, engineering, and machine learning.

SES has been granted 103 patents with expiration dates ranging from 2030 through 2042, along with over 80 pending patent applications. The company maintains 106 registered or allowed trademarks and relies substantially on unpatented proprietary technology, including 40 trade secrets. In September 2025, SES completed the acquisition of UZ Energy, an energy storage systems manufacturer, to accelerate market entry. Revenue outside the United States represented 99 percent of total revenue for the year ended December 31, 2025. The company has discovered six novel electrolyte materials through Molecular Universe currently undergoing testing with over 40 potential customers.