Pretty sure they are implying that the actions of the current president/administration are causing people to re-evaluate US dependencies. I don't really understand the first half
That is indeed what the comment seems to be implying.
"No meaningful European competition" might be a bit too strong. There are many great EU hosters. OVH, Netcup, Scaleway, Strato, Ionos, Exoscale, to name a few. But Hetzner is probably the biggest and has the best name recognition. Doesn't hurt that their prices are among the best in the industry
This doesn't solve the issue that globalism caused. Europe doesn't make DRAM nor has the know-how to quickly bring factories online which usually take 10+ years.
We are tied to American economy and if AI companies start driving prices up not only DRAM but basically everything will become more expensive.
The newfound desire to move away from American cloud providers isn’t related to pricing, it’s about the perception of growing instability within the American government, the perception of deteriorating freedom of speech, and the perception of an increasingly non-neutral business environment.
E.g., if I’m running a business in the US and I don’t kiss Trump’s ring (and pay bribes), if he becomes dictator for life in 2028, all bets are off for my business.
Both the EU and USA import the majority of their computer equipment, and the USA is placing heavy and unpredictable tariffs on those goods. It’s hard to argue that a business should bet that data centers will be cheaper in the US than in the EU if Trump is the last democratically elected president.
The most stable places to do business in 2026 are probably the EU and China.
That the USA is no longer seen as a stable partner for the long term and that Trump with his idiotic policies and tariffs is driving sales for the few EU hosting scale-ups that are not somehow owned by America.
Pretty sure they are implying that the actions of the current president/administration are causing people to re-evaluate US dependencies. I don't really understand the first half
I think in the first part they are implying that there are very few independent companies to turn to.
(I also prefer comments that are clear without insinuations).
Precisely like code
What about all of the long-tail providers that are often listed on lowendbox.com and similar sites?
Ahh, the sales rep is Trump, that makes sense, thank you. I thought Jacques meant they had lobbyists somehow.
1. There's no meaningful European competition.
2. Trump is making everyone scared to use US hosting.
So they're leveraging for extra profits.
That is indeed what the comment seems to be implying.
"No meaningful European competition" might be a bit too strong. There are many great EU hosters. OVH, Netcup, Scaleway, Strato, Ionos, Exoscale, to name a few. But Hetzner is probably the biggest and has the best name recognition. Doesn't hurt that their prices are among the best in the industry
1 reply →
The ridiculous prices of memory surely does not help.
That Trump makes us very motivated to stop relying on American tech.
This doesn't solve the issue that globalism caused. Europe doesn't make DRAM nor has the know-how to quickly bring factories online which usually take 10+ years.
We are tied to American economy and if AI companies start driving prices up not only DRAM but basically everything will become more expensive.
America doesn't manufacture DRAM either, this is all South Korea and Taiwan.
30 replies →
Europe has stopped making DRAM relatively recently (Qimonda).
This should have not been allowed to happen.
4 replies →
Isn’t there also basically 0 American DRAM?
4 replies →
The newfound desire to move away from American cloud providers isn’t related to pricing, it’s about the perception of growing instability within the American government, the perception of deteriorating freedom of speech, and the perception of an increasingly non-neutral business environment.
E.g., if I’m running a business in the US and I don’t kiss Trump’s ring (and pay bribes), if he becomes dictator for life in 2028, all bets are off for my business.
Both the EU and USA import the majority of their computer equipment, and the USA is placing heavy and unpredictable tariffs on those goods. It’s hard to argue that a business should bet that data centers will be cheaper in the US than in the EU if Trump is the last democratically elected president.
The most stable places to do business in 2026 are probably the EU and China.
America doesn't really produce RAM either.
You waited far too long.
That the USA is no longer seen as a stable partner for the long term and that Trump with his idiotic policies and tariffs is driving sales for the few EU hosting scale-ups that are not somehow owned by America.