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Why this battery company is pivoting to AI
Qichao Hu doesnβt mince words about how he sees the state of the battery industry. βAlmost every Western battery company has either died or is going to die. Itβs kind of the reality,β he says.
Hu is the CEO of SES AI, a Massachusetts-based battery company. It once had aims of making huge amounts of advanced lithium metal batteries for major industries like electric vehiclesβbut now the company is placing its bets on AI materials discovery.
Hu sees the pivot as an essential one. βItβs just not possible for a Western company to build a sustainable business,β he says. The company is still making some batteries, but only for smaller markets like drones rather than those that would require higher volumes, like EVs. The new focus is the companyβs battery materials discovery platformβwhich it can either license to other battery companies or use to develop materials to sell.Β
Some leading US EV battery companies have folded in recent months, and others, like SES AI, are making dramatic changes in strategy. This shift in whoβs building batteries and where theyβre doing it could shape the future geopolitics of energy.Β
The work that would eventually evolve into SES AI began at MIT, where Hu completed his graduate research. His battery work was aimed at applications in oil and gas exploration. The industry uses sensors that go deep underground, where temperatures can top 120 Β°C (about 250 Β°F). The team hoped to develop a battery that could withstand those high temperatures and last longer on a single charge.Β
The chosen technology was a solid polymer lithium metal battery. These cells use lithium metal for their anode and a polymer for their electrolyte (the material that ions move through in a battery cell). Together, these components can increase the energy density of a cell significantly, relative to the lithium-ion batteries that are common in personal devices and EVs today. (Lithium-ion batteries generally use a graphite material for their anode and a liquid for the electrolyte.)
That solid-state battery technology became the foundation of Solid Energy, a startup Hu founded that spun out from MIT in 2012 and raised its first private investment in 2013.
The team eventually realized that underground oil exploration was a small market, so after several years of operation they began to focus on electric vehicles, which were starting to come into the mainstream. After the team tweaked the chemistry to work better at lower temperatures, the company built its first pilot facility in Massachusetts and eventually another facility in Shanghai.
By 2021, the battery industry was booming, Hu recalls, and EVs were the hottest industry to be in. There was a ton of interest in next-generation battery technology from major automakers at the time, and Solid Energy started developing technology with GM, Hyundai, and Honda.
Larger vehicles, like SUVs and trucks, seemed like a good fit for next-generation batteries, Hu says. Massive vehicles like the ones Americans like to drive would need lighter batteries so they could have a reasonable range without being prohibitively heavy.
The company also shifted its chemistry focus, and in 2022 it announced a battery with a silicon anode rather than a lithium metal one. That shift could help make the battery easier to manufacture.
Since then, growth in the EV market has slowed, at least in the US, partly because of major pullbacks in funding from the Trump administration. EV tax credits for drivers, a key piece of support pushing Americans toward electric options, ended in late 2025. With the market for large electric cars in trouble, Hu says, βnow we have to look at every market.βΒ Β
The AI materials discovery platform on which itβs pinning many of its hopes is called Molecular Universe. The company seeks not only to provide its software to other battery companies but also to identify new battery materials and either license them or sell them to those companies.

The platform has already identified six new electrolyte materials, according to the company. Hu says one is an additive that could help improve the lifetime of batteries with silicon anodes.Β
One of the challenges with silicon anodes is that they tend to swell a lot during use, which can cause physical damage and prevent efficient charging and discharging. To address the problem, the industry typically uses a material called fluoroethylene carbonate (FEC), which can help form an elastic film on the anode so the battery can still charge effectively. That additive can degrade at high temperatures, though, producing gases that can harm a batteryβs lifetime. The SES platform identified a compound that works like FEC but doesnβt release those gases.
The companyβs long history and deep battery knowledge could help make its platform a useful tool, Hu says. He sees the actual model as less crucial than SESβs domain expertise and data from years of making and testing batteries.Β
βBy not actually making the physical battery, weβre actually able to scale and then generate revenue faster,β he says.Β
But some experts are skeptical about the near-term prospects for AI materials discovery to revive the industry. βNew materials development, as much as we thought that was what people wanted (and, frankly, it should be what the cell makers want)βI donβt know that that seems to be the real linchpin of the battery industryβs progress,β says Kara Rodby, a technical principal at Volta Energy Technologies, a venture capital firm that focuses on the energy storage industry.
Investors are pulling back, and a slowdown in public support is making things difficult for some parts of the battery industry, she adds: βI donβt know that the ability to discover any new material is going to unlock anything new for the battery industry at this point in time.β
The Download: reawakening frozen brains, and the AI Hype Index returns
This is todayβs edition of The Download, our weekday newsletter that provides a daily dose of whatβs going on in the world of technology.
This scientist rewarmed and studied pieces of his friendβs cryopreserved brainΒ
L. StephenΒ ColesβsΒ brain sits in a vat at a storage facility in Arizona. It has been held there at a temperature of around β146 degrees Β°C for over a decade,Β largely undisturbed. Before he died in 2014, Coles had the brain frozen with an ambitious goal in mind: reanimation.Β
His friend, cryobiologist Greg Fahy, believes it could be revived one day. But other experts are less optimistic.Β Β
Still, Fahyβs research could lead to new ways to study the brain. And using cryopreservation for organ transplantation is becomingΒ a viableΒ reality.Β Β
Read the full story to find out what the future holds for the technology.Β
βJessicaΒ HamzelouΒ
The AI Hype IndexΒ
Separating AI reality from hyped-up fictionΒ isnβtΒ always easy.Β ThatβsΒ whyΒ weβveΒ created the AI Hype Indexβa simple, at-a-glance summary of everything you need to know about the state of the industry. TakeΒ a look at this monthβs edition.Β
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MIT Technology Review Narrated: how PokΓ©mon Go is giving delivery robots an inch-perfect view of the worldΒ Β
PokΓ©mon Go was the worldβs first augmented-reality megahit. Released in 2016 by Niantic, the AR twist on the juggernaut PokΓ©mon franchise fast became a global phenomenon. β500 million people installed that app in 60 days,β says Brian McClendon, CTO at Niantic Spatial, an AI company that Niantic spun out last year.Β Β
Now Niantic Spatial is using that vast trove of crowdsourced dataΒ to build a kind of world modelβa buzzyΒ new technologyΒ that grounds the smarts of LLMs in real environments. The firm wants to use it to help robots navigate more precisely.Β
βWill Douglas HeavenΒ
This is our latestΒ storyΒ to be turned into an MIT Technology Review Narrated podcast, whichΒ weβreΒ publishing each week onΒ SpotifyΒ andΒ Apple Podcasts. Just navigate to MIT Technology Review Narrated on either platform,Β andΒ follow us to get all ourΒ new contentΒ asΒ itβsΒ released.Β
The next era of space explorationΒ
Our footprint in the solar system is rapidly expanding. Programs to build permanent Moon bases and find life on Mars have transitioned from science fiction to active space agency missions. The scientists behind them will not only shed new light on theΒ cosmos, butΒ also reveal where humanity is headed.Β
To examine what the future holds in store, MIT Technology Review features editor Amanda Silverman will sit down today with award-winning science journalist and author Robin George Andrews for an exclusive subscriber-only Roundtable conversation about βThe Next Era of Space Exploration.βΒ Register hereΒ to join the session at 16:00 GMT / 12:00 PM ET / 9:00 AM PT.Β
The must-readsΒ
IβveΒ combed the internet to find you todayβs most fun/important/scary/fascinating stories about technology.Β
1 OpenAI is shutting down AI video generator SoraΒ Β
The app attracted at least as much controversy as acclaim. (CNBC)Β
+ Closing it means saying goodbye to $1 billion from Disney.Β (BBC)Β
+ OpenAI is cutting back on side projects ahead of an expected IPO.Β (WSJΒ $)Β
+ ButΒ itβsΒ focusing its efforts on building a fully automated researcher.Β (MIT Technology Review)Β
2 A judge suspects the Pentagon is illegally punishing AnthropicΒ
She labelled the DoDβs ban βtroubling.β (Bloomberg)Β
+ Anthropic and the Pentagon are facing off in court.Β (Guardian)Β
+ The DoD wants AI companies to train on classified data.Β (MIT Technology Review)Β
3 Meta has been ordered to pay $375 million for endangering children onlineΒ
Prosecutors said the company knew it put children at risk. (Engadget)Β
+ Meta is offering its top talent stock options as incentives for its AI push.Β (CNBC)Β
4 Arm will sell its own computer chips for the first timeΒ
ItβsΒ aimed at dataΒ centersΒ that run AI tasks. (NYTΒ $)Β
+ Arm stock jumped 13% on the news.Β (CNBC)Β
5 Manusβs founders have been barred from leaving China following Metaβs takeoverΒ
Beijing is reviewing the $2 billion acquisition of the AI startup.Β (FTΒ $)Β
6 Baltimore has suedΒ xAIΒ overΒ GrokβsΒ fake nude imagesΒ Β
The chatbot allegedly violated consumer protections. (Guardian)Β
+Β ThereβsΒ a big market for pornographic deepfakes of real women.Β (MIT Technology Review)Β
7 NASA plans to send a nuclear-powered spacecraft to Mars in 2028Β
ItβllΒ take a payload of Ingenuity-class helicopters to the Red Planet. (NYTΒ $)Β
+ NASA also wants to put a $20 billionΒ baseΒ on the Moon.Β (The Verge)Β
8 A company is secretly turning Zoom meetings into AI-generated podcastsΒ
WebinarTVΒ turns the calls into content without telling anyone. (404 Media)Β
9 Iranian volunteers have built their own missile warning mapΒ
It fills the gap left by Iranβs lack of a public emergency alert tool. (WiredΒ $)Β
+ Hereβs where OpenAIβs tech could show up in Iran.Β (MIT Technology Review)Β
10 A nonprofit is sending basic income payments to AI-impacted workersΒ
ItβsΒ starting by giving 25-50 people $1,000 per month. (Gizmodo)Β
Quote of the dayΒ
βI amΒ first and foremostΒ a scientist. My goal is to understand nature. But doing science is, sort of, like reading the mind of God.βΒ
βDeepMind CEO Demis Hassabis shares his approach to AI strategy withΒ the FT.Β
One More ThingΒ

Inside the hunt for the most dangerous asteroid everΒ Β
As asteroid 2024 YR4 hurtled toward Earth, astronomersΒ determinedΒ that this massive rock posed a higher risk of impact than any object of its size in recorded history. Then, just as quickly as history was made, experts declared that the danger had passed.Β
This is the inside story of the network of global scientists who found, followed, planned for, and finally dismissed the most dangerous asteroid ever foundβall under the tightest of timelines and with the highest of stakes.Β Find out how they did it.Β
βRobin George AndrewsΒ
We can still haveΒ nice thingsΒ
A place for comfort, fun and distraction to brighten up your day. (Got any ideas?Β Drop me a line.)Β
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+ Soothe subscription fatigue withΒ this simple cancellation tool.Β
+Β Takashi MurakamiβsΒ reimagined MonetsΒ are pop-art magic.Β
+ Jump into a rabbit hole with this app thatΒ visualizes linksΒ between Wikipedia pages.Β
+ ThisΒ playful lynxΒ that snatched the top prize in a photo competition is a delight.Β