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 also prefer comments that are clear without insinuations).
Clarity > Cleverness2. Trump is making everyone scared to use US hosting.
So they're leveraging for extra profits.
"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
Revenue (EUR): Ionos 1.5bn, OVH 1bn, Hetzner 0.5bn, Strato <0.2bn, Netcup (incl. parent) <0.1bn, Scaleway <0.1bn, Exoscale <0.01bn