Welcome back to Daily Zaps, your regularly-scheduled dose of AI news ⚡️ 

Here’s what we got for ya today:

• Nvidia crushes earnings, easing fears of an AI slowdown

• Executive order to challenge state AI laws

• Gemini 3 Pro, beats others on almost all benchmarks

• Windows "evolving into an agentic OS”

Let’s get right into it!

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BIG TECH

Nvidia crushes earnings, easing fears of an AI slowdown

Nvidia eased AI-bubble fears with blockbuster earnings, reporting a record $57B in quarterly revenue, up 62% and forecasting $65B this quarter, well above expectations, sending shares up about 5% and reinforcing CEO Jensen Huang’s message that the company has entered a “virtuous cycle” of AI demand.

The results came amid intense market jitters as investors worried that massive AI infrastructure spending, circular funding deals, and stretched tech valuations signaled a bubble; big names like SoftBank, Peter Thiel’s fund, and Michael Burry had recently exited or bet against Nvidia, adding to the pressure.

Why This Matters

• Nvidia is viewed as a bellwether for the AI infrastructure build-out (chips, data centers, generative AI, etc.). Its results are taken as a proxy for how real the AI “boom” is.

• With the strong beat + guidance, this helps calm fears that the AI wave is already cresting or going bust.

• The fact that Nvidia says demand is “off the charts” for its advanced chips (e.g., Blackwell) suggests the build-out is still ramping.

GOVERNMENT

Executive order to challenge state AI laws

The White House is considering an executive order that would challenge and override state AI laws by launching federal litigation, conditioning state grant funding, and pushing agencies toward a unified national AI standard, reflecting President Trump’s call for federal preemption.

The draft order, shaped heavily by AI and crypto czar David Sacks, would create an “AI Litigation Task Force,” direct agencies like the FCC and FTC to pursue federal disclosure and consumer-protection standards, and require states to align with these policies to keep certain grants such as broadband funds.

While the order aims to eliminate a patchwork of state rules in favor of a minimally burdensome national framework, it faces legal limits, internal GOP divisions, and strong opposition from some Republican governors who view it as a Big Tech giveaway.

BIG TECH

Gemini 3 Pro, beats others on almost all benchmarks

Google has launched Gemini 3, its most advanced AI model yet, now available immediately in the Gemini app and AI search. Arriving just seven months after Gemini 2.5 and days after OpenAI’s GPT-5.1 the model represents a major leap in reasoning and performance, surpassing benchmarks like Humanity’s Last Exam and topping LMArena for user satisfaction.

A more powerful research-tier version, Gemini 3 Deepthink, will roll out soon to AI Ultra subscribers after additional safety reviews. Google says Gemini now serves 650M monthly users and 13M developers, underscoring its growing footprint. The release also includes Google Antigravity, a new agentic coding environment combining chat, terminal, and browser panes to act like an autonomous coding assistant.

No cost 1 year pro plan for students here.

BIG TECH

Windows "evolving into an agentic OS”

Microsoft is introducing AI agents to Windows 11 that appear in the taskbar with visual badges showing when they need help or have completed a task. These agents are optional and run in a secure, isolated workspace using their own Windows accounts. Powered by the Model Context Protocol, the system lets agents discover tools and interact safely across Windows.

Copilot is also being integrated more deeply into File Explorer to summarize documents, answer questions, and help with tasks. Features like Click to Do can turn tables from the web into Excel files, and new writing tools can rewrite or compose text with offline support on Copilot Plus PCs.

Outlook and Word are receiving AI upgrades, and dictation is being improved. Windows 365 cloud PCs now support both local and cloud AI features. For IT admins, Microsoft is adding hardware-accelerated BitLocker, integrating Sysmon features into Windows, and updating Windows Hello and passkey management.