10 AI News Investors Shouldn’t Miss

6. SES AI Corporation (NYSE:SES)

Number of Hedge Fund Holders: 14

SES AI Corporation (NYSE:SES) is a battery company that produces AI-enhanced high-performance Li-Metal and Li-ion batteries. On January 7^th, the company revealed an entirely new AI-enhanced 2170 cylindrical cell for emerging humanoid robotics applications. The cell was presented at the 2025 CES Show held at the Las Vegas Convention Center in Las Vegas, Nevada. The cylindrical cell by SES AI uses an electrolyte discovered by SES AI’s Molecular Universe effort which maps the physical and chemical properties of billions of potential molecules. These advancements in GPU and computing software stem from the collaboration between SES AI and NVIDIA, Supermicro and Crusoe announced in September 2024. They have allowed the mapping time to reduce from 8,000 years to just 2 months. The AI-enhanced 2170 cell offers enhanced low temperature, high-rate performance, high-capacity cycling stability, and reduced gassing and thermal risks, opening up opportunities for customers in humanoid robots, drones, and other applications.

“We were asked by several OEMs to find an electrolyte that would solve the gassing and poor low temperature cycling and rate performance issues they were experiencing with traditional Li-ion 2170 cells used in high-energy applications. We believe the new electrolyte we have discovered through our AI solves this issue and opens a new market for us in Li-ion 2170 cells, which are predominantly used in robotics and drone applications. The worldwide market for Li-ion cylindrical cells alone is currently estimated at $10bn in 2023 and expected to grow to $50bn by 2033 according to Allied Market Research. Using this electrolyte in our new cells as well as Li-Metal applications creates additional revenue potential we had not previously anticipated”.

– Founder and CEO Qichao Hu.