Nvidia CEO Jensen Huang was years ahead of the market when he pushed the company to start tinkering with building AI-specific chips back in 2010, more than a decade before the current buzz around AI. A similar move in 2020 — doubling down on data center networking with a strategic acquisition — has led to one of the company’s most lucrative and quickly growing divisions, but with little fanfare.

In just a few years, Nvidia’s networking business, designed to connect data centers, has grown into the company’s second-largest revenue driver behind compute. Last quarter, it reported $11 billion in revenue, a year-over-year increase of 267%, and brought in more than $31 billion for the full year, according to Nvidia’s most recent earnings.