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Qichao Hu

Founder, Chairman and Chief Executive Officer, Ses Ai

Search every verified Qichao Hu interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Qichao Hu, founder and CEO of SES AI and its AI-for-science platform Molecular Universe, reported in the company’s Q2 2026 earnings call that revenue grew by more than 40% year-over-year to $5.1 million, with gross margin improving from 18% to over 22%. He stated that the company expects to complete the scale-up of its Korea-based NDAA-compliant cell production from 200,000 to 1 million cells per year within about a month, with full-speed production at that level starting in Q4 2026. Hu also described Molecular Universe as a way to "mass produce joint development" with car, battery, electrolyte, cell phone, and robotics companies, framing it as a profitable SaaS model. In a podcast interview, Hu discussed his approach to AI for science, arguing that companies should use AI tools to find "gold" rather than sell "shovels." He noted that the last 30-plus years of global industry have examined fewer than 1,000 molecules, and that AI models can help select molecules "totally different from what's been tried before." He emphasized the importance of autonomous labs for generating high-fidelity, high-throughput data to train models, and highlighted data centers as both vendors for GPU compute and customers for energy storage batteries, projecting that data center demand could grow more than 20-fold by 2030.

Recent appearances

  • SES AI Q2 2026 Earnings Call | Revenue Up 45.7% to $5.1M as Gross Margin Reaches 22.6%

    August 12, 2026 · 📺 i101

    SES AI Q2 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings…

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  • SES AI is pioneering next generation battery chemistries and new business models with AI

    July 08, 2026 · 📺 Water Tower Research LLC

    Send us Fan Mail (https://www.buzzsprout.com/2176476/fan_mail/new) SES AI CEO Qichao Hu sits down with Water Tower ...

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  • AI for Science with Qichao Hu (Molecular Universe / SES AI)

    June 28, 2026 · 📺 The Information Bottleneck

    ---------------------------------------- Most AI-for-science companies are selling shovels. Qichao Hu wants the gold. In this episode, we talk with Qichao, the founder and CEO of Molecular Universe, the AI-for-science platform that grew out of SES AI, a high-energy-density battery developer he's run for fourteen years. His core distinction is that companies from the AI world build tools, such as foundation models that predict properties, while companies from the science world care about the final product, such as the new battery or material that actually ships. Molecular Universe sits firmly…

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  • Episode 118: The Molecular Universe with SES AI

    May 18, 2026 · 📺 Taylor Sparks

    What if you could know which batteries are worth building before you actually build them? Taylor and Andrew sit down with Dr.

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  • This AI Agent Just Solved EV's Biggest Problem (SES AI CEO Dr. Qichao Hu)

    March 15, 2026 · 📺 The Neuron

    Scientific discovery has always been slow. Until now. In this episode, we sit down with Dr. Qichao Hu, CEO of SES AI, to reveal how they are using AI agents to turn a 8-year research cycle into a 2-week sprint. By combining autonomous "wet labs" with advanced AI models, they are solving one of the hardest physics problems in tech: the battery bottleneck. We dive deep into how this ""Molecular Universe"" project isn't just about EV batteries—it's about unlocking power for data centers, robotics, and AR glasses. If you want to see a concrete example of AI agents working in the physical world…

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  • $SES SES AI Q3 2025 Earnings Conference Call

    November 06, 2025 · 📺 EARNMOAR

    11/05/2025 Q&A: 12:54 SES AI Corporation develops and produces AI enhanced lithium metal and lithium ion rechargeable battery technologies for electric vehicles, urban air mobility, drones, robotics, battery energy storage systems, and other applications. It manufactures and sells li metal battery cells and battery materials, such as electrolytes for automotive original equipment manufacturers. SES AI Corporation operates in the United States and the Asia Pacific region. The company was founded in 2012 and is headquartered in Woburn, Massachusetts. #sesai #earningscall #fundamentalanalysis #se…

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  • $SES SES AI Q2 2025 Earnings Conference Call

    August 04, 2025 · 📺 EARNMOAR

    08/04/2025 Q&A: 11:05 SES AI Corporation engages in the development and production of high-performance Lithium-metal rechargeable batteries for electric vehicles, electric vehicle take-off and landing, and other applications. The company was founded in 2012 and is headquartered in Woburn, Massachusetts. #ses #earningscall #fundamentalanalysis #sesai #lithiumbatteries

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  • SES AI Water Tower Research Fireside Chat | July 15, 2025

    July 16, 2025 · 📺 i101

    SES AI Corporation (“SES AI”) (NYSE: SES), a global leader in the development and manufacturing of AI-enhanced ...

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  • $SES SES AI Q1 2025 Earnings Conference Call

    April 25, 2025 · 📺 EARNMOAR

    04/25/2025 Q&A: 09:20 SES AI Corporation engages in the development and production of high-performance Lithium-metal ...

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  • Interview with Qichao Hu, CEO SES AI and Stephen Tobin January 2025

    January 25, 2025 · 📺 Stephen Tobin @ StrategicWaves

    I conducted an exclusive interview with Dr. Qichao Hu, the visionary behind SES.AI. During our conversation, Dr. Hu shared significant information about new products, the properties of their first AI-designed molecule, and its impact on existing battery technology, including the newly released 2170 model. If you enjoyed the video, please like and subscribe to receive updates on my trades and information about new technology companies. Additionally, consider subscribing to my Substack newsletter or following me on Seeking Alpha for more in-depth articles. https://stephentobin.substack.com/p/t…

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  • Pivot and Fail Fast: Most Valuable Lessons During Our 12-Year Journey to IPO | SES AI, Qichao Hu

    December 29, 2024 · 📺 EO

    Meet Qichao Hu, Founder and CEO of SES AI, who shares his transformative journey from MIT researcher to public company leader. With a BS in Physics from MIT and a PhD in Applied Physics from Harvard, Dr. Hu made a few pivotal decisions including transition from academia to entrepreneurship and from traditional battery manufacturing to AI-accelerated material discovery, since founding SES AI to revolutionize the future of energy transition. Under his leadership, SES AI has evolved from a research-focused startup to a NYSE-listed company pioneering lithium-metal battery development. Dr. Hu gui…

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  • Webinar: Revolutionizing Battery Innovation with AI featuring SES AI

    October 03, 2024 · 📺 Volta Foundation

    Qichao Hu, CEO of SES AI and Yen T. Yeh, Executive Director at Volta Foundation, discussed harnessing the power of AI to amplify battery innovation. SES AI, known for its cutting-edge lithium-metal batteries used in EVs and UAM, has been at the forefront of battery technology since its founding in 2012. SES AI’s AI-driven initiatives include: -- AI for Manufacturing: Analyzing manufacturing data to ensure quality and safety -- AI for Safety: Predicting battery incidents to ensure nearly 100% battery safety in the field -- AI for Science: Mapping the molecular universe to discover next-genera…

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →