> My estimate is that within 2 to 3 years, the lowest cost way to generate AI compute will be in space.
This is so obviously false. For one thing, in what fantasy world would the ongoing operational and maintenance needs be 0?
No operational needs is obviously ... simplified. You still need to manage downlink capacity, station keeping, collision avoidance, etc. But for a large constellation the per-satellite cost of that would be pretty small.
Letting them burn up in the atmosphere every time there's an issue does not sound sustainable.
I suppose that an orbit-ready server is going to cost more, and weigh less.
The water that serves as the coolant will weigh a lot though, but it can double as a radiation shield, and partly as reaction mass for orbital correction and deorbiting.