We experienced the same issues. Davinci Resolve 18.6 editing H.265 Quick Sync dissapeared from the preferences menu. By comparison out editing performance slowed to a crawl on custom build from Puget Systems with i9-14900k / NVIDIA RTX4090. intel and NVIDIA both were sending out multiple updates every week. So you have Win. 11 / 24H2 followed by CPU & GPU updates trying to fix a problem, yet claim nobody knows about it.
I uninstalled drivers and restored Win. 11 to previous date but still lagging compared to before.
Going to uninstall all updates back to first of Dec. 2024and turn off auto update till this is resolved.
Thanks Microsoft. . .