MIT Technology Review: Battery Startup SES Pivots to AI as CEO Says 'Almost Every Western Battery Company Has Died'

MIT Technology Review·low signal

SES CEO Qichao Hu told MIT Technology Review that 'almost every Western battery company has either died or is going to die,' as the company pivots from lithium-metal battery research to AI applications. The move signals AI's gravitational pull extending beyond tech into deep-tech manufacturing sectors, with physical-science companies rebranding around AI capabilities. SES joins a growing list of non-AI companies pivoting their core identity toward AI.