Welcome to our dedicated page for SES AI news (Ticker: SES), a resource for investors and traders seeking the latest updates and insights on SES AI stock.
Overview
SES AI Corporation is an integrated developer and manufacturer specializing in AI-enhanced lithium-metal and lithium-ion rechargeable battery technologies. Focused on cutting-edge research and development, the company designs high-performance battery solutions for a spectrum of applications including electric vehicles (EVs), urban air mobility (UAM), drones, robotics, and battery energy storage systems (BESS). With a deep integration of software and hardware components, SES AI elevates energy efficiency and performance reliability, catering to industries that demand advanced, high-density energy solutions.
Core Business and Technological Integration
The company’s primary business model centers on developing innovative battery solutions that combine advanced material science with AI-driven optimization. The AI algorithms embedded within its battery systems work to optimize charging cycles, enhance safety protocols, and predict maintenance requirements. This technological fusion not only enhances battery performance, but also ensures that the products meet stringent quality standards and are well-suited for the varied operational demands of modern electric vehicles and autonomous systems.
Market Applications and Industry Significance
Operating at the crossroads of energy storage and advanced mobility, SES AI Corporation serves a broad spectrum of industries. Its products are instrumental in powering electric vehicles, enabling efficient urban air mobility platforms, and driving the functionality of drones and robotics in both commercial and industrial settings. Additionally, its battery energy storage systems are critical components in grid stabilization and renewable energy applications. Each product category is engineered with an emphasis on safety, durability, and performance, reinforcing the company’s commitment to quality and innovation.
Research, Development, and Manufacturing Excellence
Driven by a robust R&D strategy, SES AI invests in both fundamental innovations and practical applications of advanced battery technology. The company adopts rigorous testing and quality control measures during the manufacturing process to ensure that each battery unit meets high standards of performance and safety. In addition to product excellence, the company’s integrated approach combining AI diagnostics with material science paves the way for consistent improvements in energy density and longevity, setting a reliable benchmark within the energy storage sector.
Competitive Landscape
In an industry characterized by rapid technological advancements and increasingly stringent safety standards, SES AI distinguishes itself with its dual expertise in both lithium-metal and lithium-ion systems augmented by AI integration. This unique positioning enables the company to address market challenges with a holistic approach that not only emphasizes technical superiority but also focuses on operational efficiency and reliability. Compared to conventional battery manufacturers, SES AI’s approach highlights a balanced integration of state-of-the-art materials and smart software, ensuring that its solutions remain at the forefront of modern battery technology.
Operational Philosophy and Value Proposition
SES AI Corporation’s operational philosophy is rooted in its commitment to excellence and innovation. By leveraging state-of-the-art AI technology and advanced manufacturing processes, the company continuously refines its products to meet the evolving demands of various high-performance applications. The result is a diversified portfolio that offers enhanced energy storage solutions designed to perform under the most challenging conditions. This strategy not only builds trust with industry stakeholders but also reinforces the company’s authority and expertise in the energy storage and mobility sectors.
Conclusion
Through its relentless focus on research and development, combined with strategic integration of AI and advanced materials, SES AI Corporation has established itself as a pivotal player in the development of next-generation battery technologies. Its comprehensive approach to innovation, quality assurance, and market diversification provides a clear insight into the company’s operational dynamics and its significance within the broader energy storage and mobility landscapes.
SES AI (NYSE: SES), a developer of AI-enhanced Li-Metal and Li-ion batteries, has received a notice from the New York Stock Exchange on March 7, 2025, regarding non-compliance with listing standards. The notice was issued because SES's Class A common stock average closing price fell below $1.00 over 30 consecutive trading days.
The company has a six-month cure period to regain compliance by achieving a closing share price of at least $1.00 and maintaining an average closing price of $1.00 over a 30-day trading period. SES will respond to NYSE within 10 business days regarding its intent to cure the deficiency. The company's stock will continue trading on NYSE during this period, subject to compliance with other listing standards.
SES AI (NYSE: SES), a leader in AI-enhanced Li-Metal and Li-ion battery development, has announced its March 2025 event calendar. The company will participate in four major industry events:
At the Cantor Global Technology Conference (March 11) in New York, CEO Dr. Qichao Hu will present on battery and power storage future. At SXSW 2025 (March 12) in Austin, he will join a fireside chat about AI's role in electric and flying cars. During NVIDIA GTC 2025 (March 17) in San Jose, Dr. Hu will discuss AI-accelerated materials discovery for lithium metal batteries. Finally, at the Energy Storage Summit USA (March 26) in Dallas, he will present on AI4Safety and battery energy storage system improvements.
SES AI (NYSE: SES) reported its Q4 and full year 2024 results, marking its first revenue-generating quarter with $2.0 million. The company projects FY 2025 revenue between $15M to $25M.
Key developments include:
- Expansion beyond EV-only Li-Metal batteries into multiple battery chemistries powered by AI
- Introduction of new AI-enhanced 2170 cylindrical cell for humanoid robotics and Li-ion EV applications
- Signing of MOU for up to 100 MWh advanced Battery Energy Storage System (BESS) solution
- FY 2024 cash usage in operations and Capex of $78.3M, below guidance of $80M-$95M
The company maintains strong liquidity into 2028 and has deepened partnerships with automotive OEMs through AI-powered electrolyte materials development for both Li-Metal and Li-ion batteries.
SES AI (NYSE: SES), specializing in AI-enhanced Li-Metal and Li-ion battery development and manufacturing, has received official notification from the New York Stock Exchange (NYSE) on February 3, 2025, confirming its return to compliance with the exchange's minimum share price requirement. This compliance notice indicates that SES AI has successfully met the continued listing criterion specified under Section 802.01C of the NYSE Listed Company Manual.
SES AI (NYSE: SES) has announced preliminary unaudited revenue results for Q4 2024. The company expects to report Q4 revenue between $1.5 million to $2.0 million, driven by contracts with OEM partners for AI-enhanced battery solutions and drone applications.
The company's expense reduction efforts are expected to result in year-end 2024 liquidity of $260 million to $265 million with no outstanding debt. SES AI will release its full Q4 and 2024 results, along with initial 2025 guidance, after market close on February 25, 2025. The guidance will include projected 2025 revenue based on recent contracts and battery energy storage system opportunities, plus updated operating and capital expenditure outlooks.
SES AI (NYSE: SES) has signed a non-binding Memorandum of Understanding (MOU) with AISPEX, a Texas-based Retail Energy Provider, to provide Battery Energy Storage System (BESS) solutions. The partnership includes SES's proprietary AI for Safety Battery Management System for monitoring battery health and safety.
The MOU outlines a potential purchase order pipeline of up to $45 million and up to 100 MWh. The first deployment, scheduled for 2025, involves a project of up to 30 MWh valued at up to $13 million, to be implemented in two phases at a crypto mining site in Texas.
According to SES AI CEO Qichao Hu, the energy storage market, particularly in crypto mining and data centers, represents a total addressable market more than 10 times larger than the EV sector. The company aims to leverage its capabilities in materials discovery and superintelligent battery management through AI to extend BESS life and improve safety.
SES AI (NYSE: SES) has secured a significant purchase order from Data Blanket for AI-enhanced Li-Metal and Li-ion batteries to power AI-driven drones for forest fire management and border patrol applications. The initial shipments were delivered in December 2024, with the remaining deliveries expected by mid-2025.
The batteries offer higher energy density and power compared to conventional Li-ion batteries, enabling longer drone flight times. Data Blanket's drones provide rapid, firsthand data and images to firefighters, enhancing their operational capabilities. The company plans to expand the use of SES systems across its growing product line, leveraging SES's Li-Metal technology and AI-enabled management and safety systems for operations in harsh environments.
SES AI (NYSE: SES) has secured contracts worth up to $10 million with two major global OEM partners to develop AI-enhanced battery solutions. The contracts focus on applying AI for Science to develop new electrolyte materials for both Li-Metal and Li-ion batteries for automotive applications.
The revenue from these contracts will be partially recognized in Q4 2024, with the remaining portion expected through H1 2025. This development follows SES AI's recent breakthrough in creating the world's first battery using an AI-discovered electrolyte material for drones and robotics applications.
The new contracts will apply AI-discovered electrolytes for Li-Metal B-sample developments and, for the first time, with mature Li-ion batteries already in commercial use.
SES AI (NYSE: SES), a leader in AI-enhanced Li-Metal and Li-ion battery development, has announced that Founder and CEO Dr. Qichao Hu will participate in a Water Tower Research Fireside Chat on January 15, 2025, at 2:00 p.m. Eastern Time.
The discussion, co-hosted by Water Tower Research's CEO Shawn Severson and Senior Research Analyst Brian Gordon, will focus on three main topics: SES AI's recent CES appearance and their new AI-enhanced 2170 cylindrical cell for humanoid robotics, their ongoing work in EVs, UAMs, drones, and robotics, and their Molecular Universe project including a new electrolyte discovery.
The event will be open access for all investors, with registration available through Water Tower Research's website.
SES AI (NYSE: SES) has unveiled an innovative AI-enhanced 2170 cylindrical battery cell at CES 2025, specifically designed for humanoid robotics and drone applications. The cell features a groundbreaking electrolyte material discovered through SES AI's Molecular Universe initiative, developed in collaboration with NVIDIA.
The new technology has dramatically reduced the molecule mapping process from 8,000 years to just 2 months through advanced GPU and computing software. The AI-enhanced cell combines standard 2170 Li-ion form factor with improved features including enhanced low temperature performance, high-rate capabilities, and reduced gassing and thermal risks.
According to CEO Qichao Hu, this development addresses specific OEM requirements and opens new market opportunities in Li-ion 2170 cells. The worldwide market for Li-ion cylindrical cells is valued at $10 billion in 2023 and projected to reach $50 billion by 2033.
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