Neoclouds capture growing AI workload traffic, Backblaze says

The provider saw sustained traffic growth to GPU specialists in Q4, signaling an ecosystem opportunity beyond hyperscale platforms.

As AI reshapes how data moves through networks and data centers, GPU-centric neocloud providers are emerging as something more than alternatives to hyperscale cloud platforms.

That’s the key takeaway from cloud storage provider Backblaze’s Q4 2025 Network Stats report. Published in late January, the analysis shows sustained growth in traffic between Backblaze’s storage layer and neocloud compute destinations. The pattern mirrors broader market and industry assessments from Synergy Research Group and McKinsey & Co.

Following its first network transparency report last summer, Backblaze said its expanded fourth-quarter dataset indicates neocloud demand remained high as AI workloads continued to scale. From July through November, the company observed a sharp rise in traffic between Backblaze and neocloud providers. That activity peaked in October before settling into a higher baseline by year ...