I think this is the least bad explanation, some explanations are that copper may not be available, but that doesn't explain preference. Nor do I think wattage/heat explains preference, as it's hosted, so customers probably shouldn't care. Latency could very well explain preference, but it seems doubtful, when hardware is so underspecified, surely if you are talking in single microseconds or nanoseconds budget, the actual hardware becomes very important, so i think lack of specificity there implies it's not about latency.