Hardware Cisco's buzzy quarter driven by AI transceiver demand AI investments coming even faster than the dot-com boom, says CEO. Noah Bovenizer Nov 13, 2025 - 2 min read Image credit: https://unsplash.com/@lightsabercollection/collections Get the full story: Subscribe for free Join peers managing over $100 billion in annual IT spend and subscribe to unlock full access to The Stack’s analysis and events. Subscribe now Already a member? Sign in