"Cloud storage firm Backblaze says that a sharp rise in AI-driven data traffic to neocloud operators may signal a shift from internet-style traffic patterns to large, high-bandwidth flows characteristic of large-scale model training and inference work. Backblaze, known for its regular reports on the performance of its storage hardware, has now begun publishing a quarterly Network Stats report covering traffic movement into and across its infrastructure."
"For Q4 2025, which is only the second period it has issued a network report, the firm observed a large amount of traffic between itself, neoclouds, and traditional hyperscalers from June through November. Neocloud operators, or GPU-as-a-service providers, specialize in offering AI training infrastructure and little else, while traditional hyperscalers such as AWS and Azure provide a range of services covering most workloads."
"Migration traffic is data entering the Backblaze network over fiber connections used to transfer large amounts of data over private links, instead of traversing the public Internet, and this ramped up starting in August, before shrinking again after October. Neocloud traffic, meanwhile, increased in July through November, peaking in October. Backblaze says this is consistent with the AI lifecycle, where large datasets comprising images, videos, and metadata are ingested and consolidated, then exported for training and experimentation."
Backblaze observed a marked increase in AI-driven data flows to neocloud operators, producing large, high-bandwidth transfers similar to model training and inference workloads. Quarterly Network Stats show substantial traffic between Backblaze, neoclouds, and hyperscalers from June through November 2025. CDN, hosting, and ISP traffic remained within historical norms while migration and neocloud traffic varied notably. Migration traffic rose beginning in August and declined after October. Neocloud traffic increased July through November, peaking in October as large image, video, and metadata datasets were ingested, consolidated, and exported. Overall baseline traffic has shifted higher, concentrated in US-West.
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