An overview of macro tech trends for 2026, as "AI eats the world": bubbles, the AI platform shift, Big Tech FOMO, capex, Nvidia, US power backlogs, and more (Benedict Evans)

Nvidia has released GeForce Hotfix Driver 581.94 to fix gaming performance issues caused by the KB5066835 update in Windows 11 versions 24H2 and 25H2. This update introduced a bug that resulted in lower frame rates in certain games. Users experiencing FPS degradation after the Windows update are advised to install the new driver.

Nvidia and Google have launched the GeForce Now Fast Pass, a new cloud gaming service exclusively for Chromebook users. This initiative allows users to stream over 2,000 games directly from their existing PC game libraries without ads, enhancing the gaming experience on Chromebooks.

Nvidia's recent earnings report has alleviated concerns regarding a potential AI bubble, indicating strong demand for its products. Despite this positive outcome, the company still faces challenges in meeting global demand for AI technology. Analysts continue to monitor Nvidia's performance closely as it plays a pivotal role in the AI sector.

Nvidia reported a record revenue of $57 billion for the recent quarter, marking a 62% increase year-over-year. The company's data center segment contributed significantly, with a 66% rise in revenue. This financial performance reflects the ongoing boom in artificial intelligence, with Nvidia's profit reaching $31.9 billion, a 65% increase compared to the previous year.

Flexion, a startup founded by former Nvidia researchers, has secured $50 million in funding to develop advanced artificial intelligence systems for humanoid and human-capable robots. This investment highlights the growing interest and potential in the robotics sector, particularly in creating more intelligent machines.

Nvidia's stock experienced a significant rise in a predominantly declining market following the company's announcement of exceeding expectations in its latest financial report. Despite this success, analysts suggest that Nvidia may not maintain its leading position in the expanding AI chip market for long.

Windows users who installed the October 2025 updates have reported lower performance in certain games. Nvidia has acknowledged this issue, although Microsoft has not yet confirmed the performance drop. Users are advised to monitor updates from both companies for potential fixes.

President Donald Trump is preparing an executive order that would largely bar US states from enacting their own artificial intelligence regulations.