Nvidia has silenced "AI bubble" fears with a massive **$68.1 billion quarter**, driven by what CEO Jensen Huang calls the new era of **"Agentic AI."** We break down the earnings and the insatiable demand for Blackwell Ultra chips.

Meanwhile, Google strikes back with **Gemini 3.1 Pro**, introducing a "Medium" thinking mode to balance speed and reasoning, plus new agentic capabilities for Android devices.

Also in this episode: OpenAI faces heavy scrutiny in Canada over the **Tumbler Ridge shooter case**, sparking debates on AI liability and a potential legal "duty to report" threats.

Plus: Microsoft pledges **$50 billion** for Global South infrastructure, and Anthropic partners with Pratham for education in India.

Sources:
• Nvidia Earnings: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-fourth-quarter-and-fiscal-2026
• Google Gemini 3.1: https://blog.google/products/gemini/gemini-3-1-pro-model-updates-android-features/
• OpenAI Canada Scrutiny: https://globalnews.ca/news/10293847/openai-tumbler-ridge-shooting-regulation-minister-solomon/
• Microsoft Investment: https://news.microsoft.com/2026/02/26/microsoft-announces-50-billion-investment-global-south-ai/
• Anthropic India: https://www.anthropic.com/news/pratham-partnership-india-education