SES AI

SES AI Corporation (NYSE: SES) is a Boston-area advanced battery technology company founded in 2012 and headquartered in Woburn, Massachusetts. The company develops and produces AI-enhanced hybrid lithium-metal and lithium-ion rechargeable battery technologies targeting electric vehicles, urban air mobility, drones, robotics, and battery energy storage systems. Its flagship product is a hybrid lithium-metal battery that combines a lithium-metal anode with a proprietary high-concentration liquefied gas electrolyte, delivering significantly higher energy density than conventional lithium-ion cells. SES also manufactures and sells battery materials such as electrolytes to automotive OEMs and other customers, and operates in both the United States and Asia-Pacific regions.

SES AI has secured landmark joint development agreements with three of the world's largest automakers - General Motors, Honda, and Hyundai - positioning it as a premier partner for next-generation EV battery development. The company leverages artificial intelligence throughout its battery development process, using AI-driven diagnostics and prognostics to accelerate cell design iteration and ensure safety and reliability at scale. In 2026, SES reported revenue growth of approximately 929% year-over-year, reflecting its rapid transition from pure R&D to early commercialization, and was included in the Russell 3000® Index.

For the US energy supply chain, SES AI represents a strategically critical domestic source of advanced lithium-metal battery technology. As the EV and energy storage markets accelerate, SES's partnerships with major OEMs, its domestic headquarters, and its steps toward NDAA compliance position it as a key alternative to Asia-dominated battery supply chains. The company's work on next-generation battery chemistries - particularly hybrid lithium-metal cells - could help reduce US dependence on foreign battery manufacturers while enabling higher-performance, longer-range electric vehicles and grid-scale storage solutions.