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There is another factor at play here: EU hosting providers that are not owned lock, stock & barrel are few and far between and Hetzner has a very nice sales rep
by jacquesm 9mo ago
There is another factor at play here: EU hosting providers that are not owned lock, stock & barrel are few and far between and Hetzner has a very nice sales representative in the White House.
- stavros 9mo agoCan you expound on that? I'm not sure I get what you're implying.
- capitol_ 9mo agoThat Trump makes us very motivated to stop relying on American tech.
- okanat 9mo agoThis 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.
- x_may 9mo agoIsn’t there also basically 0 American DRAM?
- UltraSane 9mo agoMicron Technology, Inc. is an American semiconductor company that manufactures computer memory
- input_sh 9mo agoThey don't produce them within the US. They're building some factories to do so in the future, but as of now their output is 0.
- okanat 9mo agoHowever, the US government has / can have control over Micron's production. They are headquartered in the US. They have the intellectual property and know-how to erect a vertically integrated supply chain. Europe doesn't have this strategic investment.
- Fnoord 8mo agoMicron/Crucial has bailed the consumer market. Enterprise only now, FWIW.
- dangus 9mo agoThe 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.
- bootsmann 9mo agoAmerica doesn't manufacture DRAM either, this is all South Korea and Taiwan.
- spockz 9mo agoAnd China with IXMT.
- petcat 9mo ago??? Micron has DRAM megafabs in both Idaho and New York state. https://en.wikipedia.org/wiki/Micron_Technology https://en.wikipedia.org/wiki/Micron_Technology
- bootsmann 9mo agoAre those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
- petcat 9mo agoWell first of all, the CHIPS Act was not "axed", it is federal law passed by an overwhelming bipartisan majority of the House and Senate. It would take a complete reversal of congress to repeal it and it's still very popular among both parties. Where do you get your information from?
- deleted 9mo ago[deleted]
- bootsmann 9mo ago> Well first of all, the CHIPS Act was not "axed", it is federal law passed by an overwhelming bipartisan majority of the House and Senate. It would take a complete reversal of congress to repeal it and it's still very popular among both parties. DOGE cut basically all staff from the CHIPS Program Office, congress passed the money but Trump is choosing to turn it into a slush-fund the admin spends on industrial policy (such as buying a stake in Intel). Wolfspeed went into bankruptcy in part because the admin delayed CHIPS funding agreed by the previous admin [1] (it's unclear whether they received the grant now that they have left it). [1] https://www.ft.com/content/4aac09f9-19df-401a-9ab3-ef14a47bb6d2 https://www.ft.com/content/4aac09f9-19df-401a-9ab3-ef14a47bb...
- adrian_b 9mo agoEurope has stopped making DRAM relatively recently (Qimonda). This should have not been allowed to happen.
- Mad_ad 8mo agoAmerica doesn't really produce RAM either.
- UltraSane 9mo agoYou waited far too long.
- sincerely 9mo agoPretty 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
- fifilura 9mo agoI 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).
- stavros 9mo agoAhh, the sales rep is Trump, that makes sense, thank you. I thought Jacques meant they had lobbyists somehow.
- Tadpole9181 9mo ago1. There's no meaningful European competition. 2. Trump is making everyone scared to use US hosting. So they're leveraging for extra profits.
- hsuduebc2 9mo agoThe ridiculous prices of memory surely does not help.
- wongarsu 9mo agoThat 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
- jacquesm 9mo agoThat 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.
- rmoriz 9mo agoThe strongest reaction of EU would be to subsidize RIPE small LIR fees to 0€ and embrace decentralization.
- g-mork 9mo agoWhat would that achieve? Here, have 1.5% discount on your subnet purchase
- thyristan 9mo agoMaybe that could help a little, but on the other hand, there are just no more IPv4 addresses at RIPE. And European businesses seem to be very hesitant at adopting IPv6.
- rmoriz 8mo agoIt's about decentralization, and IPv6 adoption is very high in Europe. Resilience means to know how to network. A large enthusiastic community of amateurs leads to skilled professionals.
- draw_down 9mo ago[dead]
- AdamN 9mo agoYeah, also Hetzner is smart enough to realize that a lot of people are moving to them who are "Buy EU"-driven and are less price sensitive (certainly the most valuable ones are). Hopefully they can take these higher prices and further invest into the platform.
- thegreatpeter 9mo ago[flagged]