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.
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.
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.