Overview

• SES AI unveiled Molecular Universe 1.0 at The Battery Show, an end-to-end battery materials discovery suite with a research library and attribute-based search, set for commercial availability on Oct. 20 with a subscription model and two enterprise customers already generating revenue.
• The company says MU-1 is powered by AI using Nvidia GPUs to build advanced molecular databases for discovering electrolyte and battery materials.
• Shares have climbed 148% over five weeks, a move tied by market coverage to the UZ Energy deal and the MU-1 launch, alongside investor speculation about potential U.S. strategic-investment interest.
• The stock rose more than 12% on Oct. 7 following the MU-1 debut, contrasting with a 0.4% decline in the S&P 500 that day.
• SES AI acquired Shenzhen UZ Energy for $25.5 million to expand energy storage systems hardware and software capabilities and reach across North America, China, Japan, Europe, and Australia, while reporting $2 million in revenue last year, a 74% gross margin last quarter, 2025 revenue guidance of $15–$25 million, and no debt.