Here’s a top movers view on node count change per ASN:
And here over time:
The gains in AMAZON-02, Google Cloud Plattform spike up in early October 2025. Wiz K.K. (the mempool space ISP) loss around 2025-10-20 seem interesting, but could also be a data error in Bitodes data, and OVH losing nodes is interesting too. The OVH timing dropping in January and Feburary doesn’t really match the Pricing evolution of Public Cloud, Bare Metal and VPS at OVHcloud - OVHcloud Blog & Pricing Evolution of Public Cloud, Bare Metal and VPS at OVHcloud price increase they annouced. Otherwise, this could have been a reason.