SES AI

SES AI

SES AI is a U.S. battery technology company listed on the NYSE as SES. It develops lithium-metal cells, battery health-monitoring tools and energy-storage systems. Its business spans automotive and other commercial energy-storage applications; it is not a drone manufacturer. The company has discussed drone and defence battery applications, but those activities should not be allowed to obscure the broader battery-technology business.

Key Products

Lithium-metal battery development - cell technology intended for high-energy applications, still subject to validation, qualification and production-scale risk.

Lithium metal battery R&D - Advanced chemistry development relevant to weight-sensitive and temperature-sensitive aerospace missions.

Avatar battery-health platform - SES AI’s software and data tools for assessing battery performance and health.

Business and Funding

SES AI trades publicly under SES. For the second quarter of 2026, it reported a non-GAAP net loss of $13.1 million and approximately $163 million of cash, cash equivalents and short-term investments. Its Form 10-Q says revenue came from two principal sources, including energy-storage-system sales through UZ Energy, acquired in 2025.

Why It Matters

Battery energy density, safety and supply-chain provenance matter to uncrewed aviation, but SES AI should be understood first as a battery-technology company. Its relevance to drones is potential: if its cells or monitoring tools become qualified for aerospace or defence drones, they could address an important component constraint. That outcome is not established by a laboratory programme, a partnership or an NDAA-related claim.