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Qichao Hu doesn’t mince words about how he sees the state of the battery industry. “Almost every Western battery company has either died or is going to die. It’s kind of the reality,” he says. Hu is the CEO of SES AI, a Massachusetts-based battery company. It once had aims of making huge amounts of…
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MIT Technology Review (United States) | Mar 25, 2026
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The shift towards AI in battery production may reflect broader trends in technology, but its long-term viability remains uncertain.
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Pivoting to AI in the battery industry can lead to innovative solutions and greater efficiency in production processes.
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Relying on AI could compromise the integrity of battery technology, leading to potential safety concerns and product failures.
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Not all battery companies should pivot to AI; some may excel by focusing on traditional methods and craftsmanship.
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Western battery companies must embrace AI or face extinction, as competition from Asia intensifies and innovation stagnates.
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