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Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

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<ul><li>SES provided three major updates, including a B-sample safety test, the revenue pipeline from UAM, and the “All In on AI” strategy.</li><li>B-sample safety achievement. SES has pioneered automotive B-sample joint development for Li-Metal, with its 100Ah Li-Metal cells successfully passing the GB38031-2020 safety test.</li><li>This marks a first in the industry for large-capacity Li-Metal cells meeting global EV battery safety standards, a requirement crucial for its EV OEM partners. </li></ul>

SES provided three major updates, including a B-sample safety test, the revenue pipeline from UAM, and the “All In on AI” strategy.B-sample safety achievement. SES has pioneered automotive B-sample joint development for Li-Metal, with its 100Ah Li-Metal cells successfully passing the GB38031-2020 safety test.This marks a first in the industry for large-capacity Li-Metal cells meeting global EV battery safety standards, a requirement crucial for its EV OEM partners. 

SES AI Corp: 3Q24 Results - B-Sample Success, UAM Momentum, and AI Breakthroughs

<ul><li>SES is going “all in on AI” to speed up the development of new battery materials, improve manufacturing quality control, and enhance the safety of next-generation batteries like lithium-metal.</li><li>Customers (especially OEMs like Hyundai, Honda, and GM) prioritize safety due to recent EV fires.</li><li>AI can be used to monitor battery health, detect manufacturing defects, and accelerate material science research. </li></ul>

SES is going “all in on AI” to speed up the development of new battery materials, improve manufacturing quality control, and enhance the safety of next-generation batteries like lithium-metal.Customers (especially OEMs like Hyundai, Honda, and GM) prioritize safety due to recent EV fires.AI can be used to monitor battery health, detect manufacturing defects, and accelerate material science research. 

SES AI Corp. -  All In on AI and the Opportunity Ahead

<ul><li>SES AI is spearheading a new initiative to accelerate the development of advanced batteries.</li><li>SES AI is collaborating with Crusoe, a provider of sustainable AI cloud solutions, to accelerate battery innovation.</li><li>Crusoe’s platform offers high-performance computing capabilities powered by NVIDIA GPUs and Supermicro hardware.</li></ul>

SES AI is spearheading a new initiative to accelerate the development of advanced batteries.SES AI is collaborating with Crusoe, a provider of sustainable AI cloud solutions, to accelerate battery innovation.Crusoe’s platform offers high-performance computing capabilities powered by NVIDIA GPUs and Supermicro hardware.

SES AI Corp. -  Collaboration with NVIDIA, Crusoe, and Supermicro

<ul>
<li>SES announced an “All-In on AI” strategy as a leader in next-generation battery technology by leveraging AI and targeting the growing EV and air mobility markets.</li>
<li>The EV battery market is highly competitive and dominated by established players.</li>
<li>The company is focusing on Li-Metal batteries and is using AI to accelerate development and commercialization. </li>
</ul>


SES announced an “All-In on AI” strategy as a leader in next-generation battery technology by leveraging AI and targeting the growing EV and air mobility markets.
The EV battery market is highly competitive and dominated by established players.
The company is focusing on Li-Metal batteries and is using AI to accelerate development and commercialization. 


SES AI Corp. - 2Q24 Results: Revolutionizing the Battery Industry with AI

<ul><li>During 2023, the company took significant steps toward utilizing AI in the development of future electrolytes.</li><li>SES’ objective is to create a roadmap for the next iterations of Li-Metal technology.</li><li>SES highlighted that practical safety and manufacturability as the key milestones for entering into B-sample development.</li></ul>

During 2023, the company took significant steps toward utilizing AI in the development of future electrolytes.SES’ objective is to create a roadmap for the next iterations of Li-Metal technology.SES highlighted that practical safety and manufacturability as the key milestones for entering into B-sample development.

United States

SES AI Corporation provides energy storage solutions. The Company develops and manufactures lithium-metal (Li-Metal) rechargeable batteries for electric vehicles (EVs) and other applications. SES AI serves customers worldwide.

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SES AI Corp (SES US)

SES AI Corp: 3Q24 Results - B-Sample Success, UAM Momentum, and AI Breakthroughs

SES provided three major updates, including a B-sample safety test, the revenue pipeline from UAM, and the “All In on AI” strategy.

Water Tower Research

SES AI Corp. - All In on AI and the Opportunity Ahead

SES is going “all in on AI” to speed up the development of new battery materials, improve manufacturing quality control, and enhance the safety of...

Water Tower Research

SES AI Corp. - Collaboration with NVIDIA, Crusoe, and Supermicro

SES AI is spearheading a new initiative to accelerate the development of advanced batteries. SES AI is collaborating with Crusoe

Water Tower Research

SES AI Corp. - 2Q24 Results: Revolutionizing the Battery Industry with AI

SES announced an “All-In on AI” strategy as a leader in next-generation battery technology by leveraging AI and targeting the growing EV and air...

Water Tower Research

Update Note- SES AI Corp

During 2023, the company took significant steps toward utilizing AI in the development of future electrolytes. SES’ objective is to create a...

Water Tower Research

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