Yeah, if they ever managed to expand to a US datacenter they would take a huge bite out of the established hosters there. But, knowing US labor costs, they simply might not be able to do so at their current prices. On the other hand, energy is probably cheaper than in Germany, so there's that...
I didn't mention this, but the provide I mentioned, LunaNode, is only available in (eastern) Canada and France. I don't know a lot about the labor markets of Canada or France, but I have very much wondered whether that plays a part in what offers LunaNode can make. Also not sure what energy costs are in eastern Canada!
On a technical note, seems like ping times from LunaNode to LA are expected to be a bit over 70 ms.