How effective are the western embargos? Will it be possible for them to replace destroyed hardware?
As is often the case, embargoes don't make things impossible - but they do add friction. Longer lead times, "grey market partner" premiums. People who supply Russian companies with hardware get to pad their pockets - and while they have ties in Russia, for obvious reasons, they prefer to keep those padded pockets outside Russia itself.
It's even worse for bleeding edge in-demand extra-controlled hardware like modern AI systems.
If you need high performance or AI operations... GLHF!
Asking for a friend. ;)
Nebius which is basically was out-of-Russia part Yandex is now larger than what left of Yandex in Russia.
But how many of them exist and how easy is to replace, I have no idea