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Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Nvidia pitches AI-first forecasting as a faster, cheaper alternative to physics-based simulations for high-volume risk analysis.

Overview

  • The company released three Earth-2 models covering 15-day forecasts, short-term severe-storm prediction, and multi-sensor data integration.
  • Nvidia unveiled the models at the American Meteorological Society meeting in Houston on Jan. 26 and has made them open source.
  • Management highlights insurance as a key commercial use case, enabling thousands of scenario runs for events like hurricanes and floods.
  • Nvidia says the models can run up to 1,000 times faster once trained, a performance claim reported by Reuters and attributed to the company.
  • Context for investors includes Nvidia’s continued AI-compute dominance, Wall Street’s FY26 revenue estimate near $213 billion, and industry projections of rising data-center capital spending that some expect could support far larger sales over time.