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Hardware / AI / Cisco

Cisco's buzzy quarter driven by AI transceiver demand

AI investments coming even faster than the dot-com boom, says CEO.

By Noah Bovenizer

Updated Nov 13, 2025 4:51 PM / Published Nov 13, 2025 4:40 PM 2 min read

Transceivers plugged into servers — Image credit: https://unsplash.com/@lightsabercollection/collections

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Noah Bovenizer

Noah Bovenizer is a reporter with The Stack. He previously covered the transportation sector for Global Data. He has a first class degree in journalism and has also worked as a newsreader for Gaydio.