Company Announcements

Initial success with Enterprise customers leads to go-to-market expansion within the battery industry and adjacent molecule-dependent industries

Molecular Universe’s first-mover advantage and IP continue to provide the competitive advantages to fuel SES AI’s burgeoning global materials and cell supply chain initiatives

WOBURN, Mass. & DETROIT--(BUSINESS WIRE)--Oct. 7, 2025-- SES AI Corporation (“SES AI”, the “Company,” “we” or “us”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced at The Battery Show – North America that the Company will be unveiling Molecular Universe 1.0 (MU-1) on October 20, 2025, its latest and most complete battery material discovery software and service platform. The Company also announced that, due to the popularity of the Enterprise tier, it has expanded its subscription offerings and hired a new business development lead to accelerate its go-to-market strategy in the battery industry and adjacent molecule-dependent industries.

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Molecular Universe 1 (MU-1) builds a complete end-to-end workflow to accelerate battery material discovery from years to tens of minutes.

MU-1 provides complete end-to-end material discovery capability, including literature research and solution recommendation (“Ask”), molecule search (“Map” and “Search”), formulation search (“Formulate”), and cell performance prediction (“Predict”). MU-1 has the potential to accelerate battery material discovery from years to just tens of minutes. The following link can be used to sign up for the live demo launch of MU-1 on Monday, October 20, 2025.

MU-1 now offers three sub-tiers within Enterprise, providing greater service at greater value. Molecular Universe has already helped several Enterprise customers address their battery challenges, including:

1. Energy Storage: improving low temperature cycle life of LiFePO₄ Li-ion cells
2. Drones & Robotics: improving safety and energy density of high content Silicon anode Li-ion cells
3. EV: improving cycle life of low and medium content Silicon anode Li-ion cells
4. Consumer Electronics: improving high voltage stability of LiCoO₂ Li-ion cells

Qichao Hu, Founder and CEO of SES AI, noted, “We’ve received a tremendous response to the Molecular Universe within the global battery community at the Public, Research, Explorer and Team tiers, as well as a large number of trial users in the Enterprise and Joint Development tiers. We have already generated revenue from MU this year from two Joint Development customers and are converting several Enterprise customers to subscriptions that are expected to generate revenue in the coming quarters. With the popularity of the Enterprise subscription option, we are expanding it to three sub-tiers which should broaden our reach within the battery industry.”

Hu added, “MU-1 is a quantum leap compared to our earlier versions with an enhanced Map, Ask and Search. We’ve also introduced Formulate and Predict which take us into the formulation and cell universes for the first time. These new features provided in MU-1 and the new subscription options will complement the acceleration of our go-to-market strategy in the battery industry and our potential entry into molecule-dependent industries such as specialty chemicals, personal care, and oil and gas. In addition to its own revenue opportunities, the Molecular Universe is also one of the building blocks that we believe will continue to provide us with competitive advantages in growing our electrolyte materials and our battery cell supply strategies for ESS, drones and robotics, consumer electronics and EV.”

MU-1 Feature Updates

Map: In Molecular Universe (MU-1), we are expanding the molecular databases to cover most liquid and solid battery electrolytes, including solvents, additives, diluents, salts, and solid-state materials. We are offering a one-million-molecule database fully viewable to the Public, and fully searchable to Research, Explorer and Team tiers, and a 200-million-molecule database fully searchable to Enterprise and Joint Development tiers with more in-depth properties.

Ask: MU-1 enhances Ask performance by integrating the latest GPT-5 models and SES proprietary training data including publications, patents, and human intuition. We are offering Lightning to the Public, and more advanced Pro and multi-agent Deep Space to Research, Explorer, Team, Enterprise and Joint Development tiers. Deep Space now has senior scientist-level agentic capability to understand users’ queries and recommend full solutions including detailed reasoning, experiments and predictions. Deep Space is also fully integrated with Maps, Predict and other features in MU-1, it is one step closer to full agentic capability that can outperform the very best human battery scientists.

Search: In MU-1, we are offering “Intelligent Find-Friends” that also takes into account the battery chemistry environment and desired performance for the molecules we are seeking, quickly identifying the top “friends” that are most relevant.

Formulate: Having mapped what we believe to be the world’s largest molecular databases, for the first time, we are venturing beyond the molecular universe, and into the formulation universe, which involves much higher dimensions of complexity. Electrolytes are more than just single molecules, they are formulations consisting of ions dissociated and solved by solvent molecules, which interact in various manners among themselves. Here we have developed advanced computation chemistry tools such as molecular dynamics simulations driven by polarizable force fields that have achieved unprecedented accuracy, scale and speed for prediction of formulation level properties including viscosity, solubility, miscibility, conductivity, etc. Users can enter their desired formulations, and we will compute their properties.

Predict: Having explored the formulation universe, we continue our journey into the cell universe, an even higher dimension of complexity. Ultimately the cell level performance is what users care about most, since the final product is neither a molecule nor formulation, but a complete cell. We are truly in uncharted territory, as currently there are no known methodologies for connecting molecule and formulation properties to cell performance, the interfaces and interphases are simply beyond what first-principle can predict. Fortunately, the power of AI and machine learning, grounded in our massive effort to meticulously collect cell experimental performance data over diverse chemistries and as functions of different molecules and formulations is showing promise. Users can select a particular cell chemistry and different unknown molecules from the Molecular Universe to see their impact on cell performance and accurately predict cycle life. Users can even blindly input data of early cell cycle life, and MU-1 will predict end of life, all without any prior knowledge of the input cell chemistry or test environment.

About SES AI:

SES AI Corp. (NYSE: SES) is powering the future of global electric transportation on land and in the air with the world’s most advanced Li-Metal batteries. SES AI is the first battery company in the world to accelerate its pace of innovation by utilizing superintelligent AI across the spectrum of its business, from research and development; materials sourcing; cell design; engineering and manufacturing; to battery health and safety monitoring. Founded in 2012, SES AI is an Li-Metal battery developer and manufacturer headquartered in Boston and with operations in Singapore, Shanghai, and Seoul. Learn more at SES.AI.

SES AI may use its website as a distribution channel of material company information. Financial and other important information regarding SES AI is routinely posted on and accessible through the Company’s website at www.ses.ai. Accordingly, investors should monitor this channel, in addition to following SES AI’s press releases, Securities and Exchange Commission filings and public conference calls and webcasts.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, about us and our industry that involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as “will,” “goal,” “prioritize,” “plan,” “target,” “expect,” “focus,” “look forward,” “opportunity,” “believe,” “estimate,” “continue,” “anticipate,” “project” and “pursue” or the negative of these terms or similar expressions. These statements are based on the beliefs and assumptions of the management of the Company. You should not place undue reliance on these forward-looking statements. Although the Company believes that its plans, intentions and expectations reflected in or suggested by these forward-looking statements are reasonable, it cannot provide assurance that it will achieve or realize these plans, intentions or expectations. Should one or more of a number of known and unknown risks and uncertainties materialize, or should any of our assumptions prove incorrect, our actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include, but are not limited to, among other things, the risk that the market for the Molecular Universe platform is still emerging, and may not achieve the customer interest or growth potential that we expect; the high degree of uncertainty regarding the level of demand for Molecular Universe; our use of artificial intelligence and machine learning may result in legal and regulatory risk; our ability to attract, train and retain highly skilled employees and key personnel; risks related to our intellectual property; business, regulatory, political, operational, financial and economic risks related to our business operations; and the other risks described in “Part I, Item 1A. Risk Factors” in our annual report on Form 10-K for the fiscal year ended December 31, 2024 filed with the Securities and Exchange Commission (“SEC”) on February 28, 2025 and other documents filed from time to time with the SEC. There may be additional risks that we presently know and/or believe are immaterial that could also cause actual results to differ from those contained in the forward-looking statements. In addition, forward-looking statements reflect our expectations, plans or forecasts of future events and views only as of the date of this press release. We anticipate that subsequent events and developments will cause its assessments to change. However, while we may elect to update these forward-looking statements at some point in the future, we specifically disclaim any obligation to do so. These forward-looking statements should not be relied upon as representing our assessment as of any date subsequent to the date of this press release.

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Source: SES AI Corporation