SES AI Corporation (NYSE:SES) is revolutionizing electric transportation with its advanced Li-Metal batteries for land and air applications. The company integrates AI into all aspects of its operations, from R&D and materials sourcing to cell design, engineering, manufacturing, and battery health monitoring. At the 2025 CES Show, SES AI introduced a groundbreaking AI-enhanced 2170 cylindrical cell for humanoid robotics applications.
The new battery incorporates an electrolyte discovered through SES AI’s Molecular Universe initiative, which maps the chemical and physical properties of small molecules for battery electrolytes. This innovation, stemming from the company’s collaboration with NVIDIA, Supermicro, and Crusoe, combines the widely used 2170 Li-ion cell form factor with improved low-temperature performance, high-rate cycling stability, and reduced thermal risks. Founder and CEO Qichao Hu highlighted the market potential of their Li-ion cylindrical cells, estimating significant revenue growth by 2033.
SES AI Corporation has a market capitalization of $313.35 million and 14 hedge fund holders. Arbe Robotics Ltd. (NASDAQ:ARBE) is a leading innovator in Perception Radar technology, providing advanced radar solutions for driver-assist systems and autonomous driving.
The company’s radar is 100 times more detailed than traditional radars, supporting L2+ autonomy and beyond. Arbe’s technology serves automakers, Tier 1 suppliers, and commercial vehicle industries, enhancing safety and perception through advanced sensing. The company is also collaborating with NVIDIA to strengthen free space mapping and AI-driven capabilities for the automotive industry.
Arbe Robotics’ ultra-high-definition radar offers high-resolution, long-range detection in any weather or lighting condition.
Ai-integrated battery innovation
The combined solution with NVIDIA’s DRIVE AGX platform improves vehicle safety and autonomy with real-time, AI-powered perception.
Arbe Robotics has a market capitalization of $294.6 million and three hedge fund holders. Palladyne AI Corp. (NASDAQ:PDYN) is a software company focused on advancing the functionality of third-party robotic systems, both stationary and mobile.
Its AI/ML platform enables robots to observe, learn, and adapt to different environments with minimal programming. The platform allows robotic systems to quickly adjust to changes by applying real-time experiences. Palladyne serves industries such as manufacturing, logistics, defense, energy, and aerospace.
Recently, Palladyne AI and Red Cat Holdings, Inc. successfully completed a flight where multiple Teal drones, equipped with Palladyne Pilot AI software, autonomously collaborated to identify and track objects on the ground. This achievement demonstrates the software’s ability to manage sensors and enable drones to share information despite limited communication.
The collaboration aims to advance situational awareness and reduce the cognitive load on operators. Palladyne AI Corp. has a market capitalization of $283.36 million.
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