I've had this problem on my Windows XP SP3 laptop since the updates came through on Tuesday!
CPU has been running at 100% since then and I cannot do anything. I have been restarting my laptop around 20-30 times a day. Finally today I turned my laptop on, and once it had logged on, immediately clicked "shut down - and install updates..." instead of what I normally click which is the icon in the taskbar to install them. This took me back to the Windows XP welcome screen where it said "Installing updates .. Do not turn off or unplug your computer" and I came back from uni 2 hours later and it had installed updates and turned off. Turned it back on and it seems to be running fine now, touch wood.
So glad someone else has had this this week!