Monday, August 24, 2026: NVIDIA tells major customers AI server prices rise over 15% next year. The AI compute bill is going up again.

Alibaba launches Wan 3.0 video model. Early reviews call it stable and realistic—China’s open video LLM race is heating up. Hugging Face is rumored to be selling itself at an $87.4B valuation. Open-source AI infra is now big M&A. ARM’s physical AI exec says models are just the starting point for robotics. Generalization is the real bottleneck. So what? Compute costs climb, video models improve, infra consolidates, robotics still early. Own the stack or pay the toll.

Alibaba launches Wan 3.0 video model. Early reviews call it stable and realistic—China’s open video LLM race is heating up.