News

546 articles · 14 categories
Editor's pick Interviews
Hosting Is the Next Layer AI Will Transform – Vito Peleg, CEO of Atarim
Konrad Keck · 29 May 2026 · 8 min read
#ai#hosting#hosts-del-mar
Vito Peleg of Atarim on why he reads AI as the biggest opportunity hosting has had in fifteen years, how today's vibe coders mirror the server-in-the-bedroom generation that built today's hosting market, and why reactive agencies feel like a tax while proactive ones win.
Articles tagged #energy
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Industry reports
Up to Half of US Data Centers Planned for 2026 Will Not Be Built on Time. Chinese Electrical Equipment Is the Constraint No One Planned For.
by Łukasz Nowak · 8 Apr 2026 · 5 min read
The AI deployment cycle runs 12 to 18 months. The transformer procurement cycle now runs 2.5 to 5 years. A campus announced in 2025 cannot be operational in 2026 or 2027 unless its transformers were on order before the announcement. Wood Mackenzie projects a 30 percent supply deficit for power transformers this year, with demand in 2026 running 21 percent above 2024 levels.
Mergers and acquisitions
$2.5 Billion Later, PDG Targets 1 GW in India. The Hosting Market Will Feel It.
by Łukasz Nowak · 1 Apr 2026 · 5 min read
PDG's latest acquisition of 210 MW across Mumbai and Hyderabad nearly doubles its planned India capacity and brings its total commitment to $2.5 billion since 2022. The business case rests on hyperscaler demand absorbing 1 GW of AI-ready wholesale capacity, and the hosting companies positioned for that outcome are the ones already in managed cloud and migration services, not shared hosting.
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