You and I are the victims

We're way downstream. The "victims" are all the SaaS and smaller market cap firms that need business compute for accounting and commerce.

Case in point, I got a request for a new server delayed three months because we blew through our Q1 budget for new hardware faster than expected.

That's not really hurting me, personally. But it means our server teams need to do more with less even as the business expands.