Nvidia has announced a $2 billion equity investment in CoreWeave while simultaneously launching Earth‑2, an open‑source AI weather model that delivers global forecasts up to 15 days. The dual moves expand Nvidia’s AI‑infrastructure footprint and make high‑resolution weather prediction accessible to researchers, enterprises, and public agencies using Nvidia’s H100 GPUs and Grace CPUs.
Earth-2: Democratizing Weather Forecasting with AI
Earth‑2 is a suite of open models that covers the entire forecasting pipeline, from ingesting raw satellite and radar data to generating 15‑day global forecasts and localized storm warnings. By releasing the model architecture and pretrained weights, Nvidia lowers the compute barrier for organizations that previously relied on national supercomputing resources.
Open‑Source Model Architecture
The open‑source design encourages collaboration across academia and industry, allowing developers to refine algorithms, add regional customizations, and share improvements back to the community.
Hardware Compatibility
Earth‑2 runs efficiently on Nvidia’s H100 GPUs and the Grace CPU‑based supercomputing platforms, enabling scaling from a single workstation to multi‑petaflop data centers.
$2 B CoreWeave Investment: Scaling AI Factories
Nvidia’s $2 billion equity purchase makes it the second‑largest shareholder of CoreWeave, an AI‑focused cloud provider. The investment fuels CoreWeave’s expansion of data‑center capacity and deepens its integration of Nvidia’s hardware stack.
Capital Infusion and Shareholder Position
The equity stake provides CoreWeave with significant capital to accelerate its growth while aligning its strategic direction with Nvidia’s AI roadmap.
Integration of Nvidia Hardware
CoreWeave will deploy Nvidia’s Grace CPUs, H100 GPUs, and high‑performance storage across new facilities, delivering lower latency and higher throughput for demanding AI workloads.
Roadmap to AI‑Focused Compute Capacity
Both companies aim to build more than 5 gigawatts of AI‑optimized compute capacity by 2030, creating “AI factories” that serve generative‑AI startups, large enterprises, and cloud service providers.
Strategic Shift to Full‑Stack AI Solutions
These announcements illustrate Nvidia’s transition from a pure GPU supplier to a full‑stack AI enabler, combining open‑source models, powerful silicon, and cloud partnerships to lock in downstream demand for its technology.
Implications for Weather Forecasting and AI Infrastructure
Earth‑2 democratizes high‑quality weather forecasting, enabling smaller research groups and regional agencies to produce timely predictions that can improve disaster preparedness and agricultural planning. Meanwhile, CoreWeave’s expanded AI factories help alleviate GPU shortages, offering more competitive pricing and faster provisioning for AI developers.
Future Outlook
Nvidia’s dual strategy of investing in infrastructure partners and releasing domain‑specific AI models positions it to capture growth across multiple sectors. As AI demand continues to rise, the synergy between Nvidia’s hardware and open‑source initiatives may prove decisive in maintaining its leadership in the AI ecosystem.
