Lovable didn’t just buy Molnett – it flipped the first domino in what looks like the beginning of a shakeup in the hosting and data center world.
If you’ve been tracking the hosting space in Europe, you already know Molnett has built a solid rep for secure, scalable, compliant, and dead-simple cloud infrastructure. This isn’t just about growing footprint, it’s about laying claim to the future of infrastructure in a world where AI is no longer just a feature, it’s the foundation.
This acquisition isn’t a one-off headline, it’s the signal.
Here’s the thing: Hosting and cloud platforms aren’t just trying to keep up with AI – they’re starting to merge with it. Lovable’s not just playing the part of cloud provider or app launcher anymore; it’s building a stack where infrastructure, platform, and deployment are unified, end to end. Think of an AI-native ecosystem where creating, hosting, and scaling don’t just coexist – they collaborate.
“Molnett brings some of the most talented infra engineers in the world into Lovable. We’re completely aligned in our ambition to build a generational company out of Europe, and this acquisition strengthens our ability to deliver the innovation and reliability our customers expect as Lovable becomes the platform the 99% builds software on.”
Fabian Hedin, CTO and Co-founder.
This kind of shift spells opportunity
Providers that align with platforms like Lovable could unlock powerful new ways to simplify migrations, partner, and reap the rewards.
From a competitive standpoint, the message is loud and clear: if your platform can’t deliver AI-driven deployment and management, you’re going to need to offer something rare, specialization, hands-on expertise, or bespoke value that no algorithm can replace. This is where traditional infrastructure starts to look, well… traditional.
At CloudFest USA, talking with some of the most forward-thinking leaders in the hosting space, one thing was clear – the future isn’t just about keeping up with software updates, it’s about owning the infrastructure that powers what’s next.
Most of the CEOs we connected with aren’t sweating the next WordPress release, they’re already 12 to 24 steps ahead. They’re thinking bigger, thinking longer term, and asking the real questions “how do we build the kind of infrastructure that supports AI, automation, and the next wave of digital platforms?” This is where the conversation is going, and if you’re not already there, you’re behind.
Expect to see more moves like this. Lovable’s play isn’t just about consolidation – Bottom line, Lovable’s acquisition of Molnett is just the opening scene. AI-native platforms are no longer waiting for infrastructure to catch up – they’re buying it, building it, and setting the pace. Hosting providers that embrace this shift have a chance to lead the next chapter. Those who don’t might find themselves playing catch-up in a game that’s already moved on.
Stay tuned, this is only the beginning.
Jason Nickerson
With over 20 years of experience building and shaping the web, Jason Nickerson has worked across just about every corner of the industry. Jason’s career has mirrored the internet’s evolution — from the recovery after the .com crash to the open-source movement and the rise of cloud services that power the web today.