[SoftTalker]

But its impact on new hardware costs and replacement costs is not.

A company like Hetzner probably replaces hardware on a 5 year cycle. Maybe shorter. Maybe they could try to stretch that out but they can't avoid the cost of new hardware for very long.

[jnwatson]

I think it is worse for Hetzner. The secret is out. Their prices have attracted a lot of demand, and they need to buy equipment to satisfy that demand.

The last Hetzner box I leased I had to poll for availability as if I was Ebay auction sniping. It took me 2 days to acquire it.

[SoftTalker]

Absolutely. Replacement is one thing, but there is also the need for new hardware to meet growing demand.