2025 annual report and 2026 outlook

Table of contents

Article sections

1. Operational consolidation: TwentysixCloud integration

2. Decentralized frontend marketplace

3. Confidential computing and AI infrastructure

4. Ecosystem access and growth

5. Enterprise adoption: new payment infrastructure

6. Community engagement: Events and partnerships

7. Upcoming changes

8. What's coming for 2026?

We successfully consolidated our offerings, streamlined our infrastructure, and proved our utility as a critical backup layer for the Web3 economy. This year was about maturation moving beyond experimental phases to become the reliable, censorship-resistant backbone for major DeFi protocols and AI. With 245 qualified leads generated through targeted outreach, participation in 8 major industry events including EthCC, ETHDenver, Solana Breakpoint, and DevConnect, and the adoption in anticipation of our new payment system by 8 companies, Aleph Cloud has established itself as an independent reliable infrastructure partner.

Operational consolidation: TwentysixCloud integration

A major strategic shift this year was the complete integration of Twentysix Cloud into the core Aleph Cloud ecosystem. We made the decision to shut down Twentysix as a standalone brand to unify our user experience. This consolidation eliminates fragmentation, allowing us to focus all development resources on a single, robust platform that offers seamless pay-as-you-go access to storage, compute, and confidential processing. Users now access our full suite of services directly through the unified Aleph Cloud interface, simplifying the onboarding process for both Web2 enterprises and Web3 natives.

Decentralized frontend marketplace

In Q4, we launched the Decentralized Frontend Marketplace, addressing the industry's critical need for censorship resistance and access redundancy. This marketplace allows protocols to host immutable, self-hosted frontends, ensuring their users maintain access even if traditional access points fail.

We are now securing major DeFi protocol frontends through independent access points hosted on our network. Aave, which holds $33.1 billion in total value locked across 14 different blockchain networks, secured a backup frontend on our marketplace.

The Aave ecosystem encompasses over 100K monthly users, making this integration a vital redundancy layer for one of DeFi's most critical primitives. Similarly, dYdX, which commands $2.18 billion in TVL and facilitates $45-60 billion in monthly trading volume with over 250,000 active traders, established its decentralized frontend on our infrastructure. Liquity, managing $3.15 billion in total value locked through its borrowing protocol, also integrated to ensure immutable access to its LUSD ecosystem.

These integrations serve as vital redundancy for ecosystems managing hundreds of billions in user assets. By facilitating these community-run access points, Aleph Cloud has positioned itself as the "fail-safe" of the open web ensuring that even in scenarios of DNS hijacking, regulatory pressure, or centralized server outages, users retain uninterrupted access to critical financial infrastructure.

Confidential computing and AI infrastructure

We continued to advance our capabilities in confidential computing (TEE) to support the growing demand for decentralized AI. Our infrastructure now hosts secure workloads for autonomous agents, including recent implementations with Libertai.

By combining our specialized Compute Resource Nodes (CRNs) with confidential execution environments, we provide the privacy guarantees required for enterprise-grade AI model inference and sensitive data processing. This positions Aleph Cloud at the intersection of infrastructure resilience and emerging AI requirements.

Ecosystem access and growth

Accessibility remained a core focus throughout 2025. A significant milestone was the listing of the ALEPH token on Revolut, opening access to over 60 million users across the EEA and UK. This integration allows users to acquire ALEPH directly within their banking application, significantly lowering the barrier to entry for European users seeking to participate in our compute economy.

We also expanded our developer tooling with the release of the new Rust SDK (aleph-rs) and major updates to our Python and JavaScript libraries. These improvements, alongside full IPv4 support across our cloud offerings, ensure that Aleph Cloud remains compatible with legacy systems while pushing the boundaries of decentralized performance. These SDKs enable developers to integrate with our network across all major programming environments.

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Enterprise adoption: new payment infrastructure

A breakthrough development this year was the rollout of our new credits-based payment system, designed to streamline enterprise deployments. Eight companies have already adopted this system, demonstrating strong market demand for flexible, predictable billing in the decentralized infrastructure space.

This payment model allows enterprises to pre-purchase computational credits and deploy them across the network. This innovation removes a significant friction point for traditional businesses evaluating decentralized alternatives to centralized cloud providers. This new payment system introducing stablecoins, will be available to everyone in early 2026.

Community engagement: Events and partnerships

Our commitment to the Web3 ecosystem was demonstrated through active participation in the industry's most important convenings. Over the course of 2025, we attended eight major conferences and developer events. Key engagements included connecting with the Ethereum community at EthCC 2025 in Paris, engaging builders at ETHDenver 2025 in Colorado, expanding our cross-chain narrative at Solana Breakpoint 2025 in Barcelona, and deep-diving into confidential computing at DevConnect 2025 in Buenos Aires.

Additionally, we maintained a consistent presence at four other tier-one events across diverse blockchain ecosystems.These engagements generated 245 qualified leads representing genuine interest from enterprises, developers, and institutional stakeholders evaluating decentralized infrastructure for production deployments. This lead generation validates our market positioning and the growing recognition of Aleph Cloud as a viable alternative to centralized cloud infrastructure.

Upcoming changes

While we did ship and improve the network quite a lot over the year, it’s also important to highlight the points where we need to improve.Moving forward, we will announce and manage all incidents and operations through this channel.First, expect more transparent communication. We have too often been building in submarine mode or fixing issues without communicating in depth about what was happening. The first step in improving that was the release of the Aleph Cloud status page.

Secondly, expect Aleph Cloud to be much more stable and performant. Over the last few months, we focused on fixing stability and performance issues that had been plaguing some features. Expect more releases oriented towards improving the network at the start of the year. But, let’s face it, the current technical architecture is showing its age and it is time for a significant update.

We are also aware that node operators have been expecting the credits release and new tokenomics in hope of making the network more sustainable. We want to say that we hear you and share the same goal, but that tokenomics alone will not be the solution. Our main mission for 2026 is to move from a subsidized model where node rewards come from incentive pools to a self-supporting economy where nodes are paid by revenue generated from actual usage. This is why we’re taking the time needed to make sure the credit system and tokenomics align with what’s coming next. Because a lot is coming, and we want to do this once, properly, in a way that compounds.

What’s coming for 2026?

The core mission of Aleph Cloud is to provide a decentralized alternative to hyperscaler cloud services: a cloud service that cannot be evil by design and that provides resilience against technical incidents, tech giants and states drunk on their own power, and geopolitical instability.

The recent outages of major providers as well as increasing political instability make us believe more than ever in the necessity of this mission. While it is already partially fulfilled by the services we provide today, the current scale at which we operate will not suffice. We need to bridge the gap to datacenter scale: support up to millions of machines on the network powering billions of users. Our focus will remain on enterprise adoption, with the continued expansion of our credits-based payment system and further partnerships with ecosystem players requiring resilient, decentralized alternatives.To achieve this, we need a new architecture.

Internally, we call it Aleph v2. Concretely, v2 is designed around the following properties:

• Exabyte-class storage: designed for massive scale, with durability guarantees and efficient retrieval.
• Verifiable, confidential compute: a system where every workload can be verified by the user and where data is confidential by default.
• Cloud-grade performance, on par with AWS or Azure.
• Resilience: workloads and data can fail over and migrate across locations in response to incidents, without requiring any intervention from dev ops teams.
• Developer experience: provide compatibility with the tools teams already know (ex: S3, Kubernetes).

This won’t happen in a day, and it won’t ship as a single upgrade. We’re going to do what good infrastructure teams do: deliver it in stages, with each stage adding real capability without breaking production. We will first publish a technical article describing the details of the Aleph v2 architecture around end of January.