Side-by-side comparison of AI visibility scores, market position, and capabilities
NASDAQ-listed cloud storage with Backblaze B2 at $6/TB/month; $127.6M FY2024 revenue with 40x AI data storage growth competing with AWS S3 on price for object storage.
Backblaze is a cloud storage and backup company providing two primary services: Backblaze Computer Backup (unlimited personal computer backup for $99/year) and B2 Cloud Storage (S3-compatible object storage at $6/TB/month, significantly cheaper than AWS S3). Listed on NASDAQ (NASDAQ: BLZE) and headquartered in San Mateo, California, Backblaze generated $127.6 million in revenue in FY2024 (up 25% year-over-year) with B2 Cloud Storage contributing $63.3 million (up 36%) as the faster-growing segment driving the business.\n\nBackblaze B2 Cloud Storage is an S3-compatible API object storage service priced significantly below AWS S3, Google Cloud Storage, and Azure Blob Storage — making it the cost-preferred option for AI/ML data storage, media storage, and backup repositories where storage costs are significant. The AI tailwind has accelerated B2 growth: AI customers grew 70% year-over-year and AI data stored on B2 grew 40x year-over-year through 2025, as AI training datasets and model artifacts require large-scale, affordable object storage. The Computer Backup product serves 417,000+ consumers and small businesses backing up files.\n\nIn 2025, Backblaze's B2 ARR reached $81.8 million (up 26% YoY) with total ARR at $147.2 million, and the company targeted Q4 2025 free cash flow positivity as the business scales toward sustainable profitability. B2 Cloud Storage competes directly with AWS S3 (Backblaze charges no egress fees for data transferred to Cloudflare, a key differentiator), Wasabi, and DigitalOcean Spaces for the price-sensitive object storage market. The 2025-2026 strategy focuses on capturing AI infrastructure storage demand, expanding B2 as the storage backend for content delivery and media workflows, and continuing the transition from a backup-centric to a cloud storage platform company.
Blockchain RPC infrastructure provider for 30+ chains including Ethereum and Solana; managed node endpoints enabling Web3 developers without self-hosted node complexity competing with Alchemy.
QuickNode is a blockchain infrastructure provider offering high-performance RPC (Remote Procedure Call) node endpoints, APIs, and developer tools for Web3 applications — enabling blockchain developers to connect to Ethereum, Solana, Bitcoin, Polygon, Arbitrum, Base, and 30+ other blockchain networks without running their own nodes. Founded in 2017 by Auston Bunsen, Alex Nabutovsky, and Dmitry Shklovsky in Miami, QuickNode has raised approximately $60 million and serves as infrastructure backbone for thousands of Web3 applications, DeFi protocols, NFT platforms, and blockchain games.\n\nQuickNode's core service is managed blockchain nodes — instead of running a self-managed Ethereum or Solana node (which requires significant technical expertise and hardware), developers connect to QuickNode's globally distributed node infrastructure through a standard JSON-RPC endpoint. The service provides high availability, low-latency blockchain data access, websocket support for real-time event subscriptions, and enhanced APIs (like Icy Tools for NFT data, token transfer APIs) that simplify common Web3 development patterns. QuickNode's Marketplace offers third-party Web3 data add-ons (token prices, NFT metadata, identity data).\n\nIn 2025, QuickNode competes with Alchemy (the category leader) and Infura (Consensys) for blockchain RPC infrastructure market share. The Web3 developer infrastructure market contracted significantly from 2021-2022 NFT/crypto peaks, then rebounded with Ethereum's Dencun upgrade, Bitcoin ETF approvals, and renewed DeFi activity in 2024-2025. QuickNode's 2025 strategy emphasizes its multi-chain breadth (supporting more chains than competitors), its developer experience (QuickNode Streams for real-time blockchain data pipelines), and growing its enterprise customer segment for institutional blockchain applications.
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