PodcastThe Six Five with Patrick Moorhead and Daniel NewmanOctober 12, 2026
Windows Goes Hybrid, Marvell's $90B Target, and the AI Routing Race | The Six Five Pod Ep. 323
Hosts recap the week's news: Microsoft and NVIDIA bringing agent routing to the PC, Marvell's investor day targets, new model launches, AI accountability hearings, a jobs debate over data centers, and market and chip-stock moves.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.