Cloud storage agency Backblaze says {that a} sharp rise in AI-driven information visitors to neocloud operators could sign a shift from internet-style visitors patterns to massive, high-bandwidth flows attribute of large-scale mannequin coaching and inference work.
Backblaze, recognized for its common reviews on the performance of its storage hardware, has now begun publishing a quarterly Community Stats report protecting visitors motion into and throughout its infrastructure.
For This fall 2025, which is simply the second interval it has issued a community report, the agency noticed a considerable amount of visitors between itself, neoclouds, and conventional hyperscalers from June via November.
Neocloud operators, or GPU-as-a-service providers, specialise in providing AI coaching infrastructure and little else, whereas conventional hyperscalers equivalent to AWS and Azure present a variety of companies protecting most workloads.
Backblaze tracks community visitors by sort, differentiating between web service supplier (ISP) information and that related to hyperscalers, for instance.
Backblaze This fall 2025 community stats chart – Click on to enlarge
It says that content material supply community (CDN), internet hosting, and ISP visitors all stayed largely inside historic norms throughout This fall, however migration visitors and neocloud visitors each confirmed notable variation.
Migration visitors is information coming into the Backblaze community over fiber connections used to switch massive quantities of information over personal hyperlinks, as an alternative of traversing the general public Web, and this ramped up beginning in August, earlier than shrinking once more after October.
Neocloud visitors, in the meantime, elevated in July via November, peaking in October.
Backblaze says that is in step with the AI lifecycle, the place massive datasets comprising pictures, movies, and metadata are ingested and consolidated, then exported for coaching and experimentation.
Nevertheless, whereas the peaks in migration and neocloud visitors have now handed, it says the general baseline degree of visitors has shifted to a better degree.
Backblaze really sees essentially the most exercise in its US-West area, the place ISP regional visitors dominates, whereas the US-East area is the place the neocloud exercise is concentrated, equivalent to in Northern Virginia the place there’s dense AI compute availability.
The distinction is proven by the variety of distinctive IP addresses Backblaze interacts with. In US-West, there are extra distinctive addresses, whereas neocloud visitors facilities round fewer endpoints, in step with AI pipelines that make use of long-standing connections between storage and compute, the agency says.
This might herald a possible reshaping of community habits by AI, in keeping with Backblaze, as AI-driven visitors is concentrated and heavy and information gravity will have a tendency to drag storage, compute, and community design into tighter alignment.
The agency says it would maintain monitoring these patterns because it gathers information on a quarterly foundation to see if neocloud exercise turns into cyclical. It additionally goals to discover traits just like the ratio of IPv4 versus IPv6 visitors, and cross-cloud connectivity. ®
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