> 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?
It is already more expensive to performance maintenance on SOCs than it is to replace them. Remember, these machines are not for serving a database, there are practically no storage needs (and storage is the component that fails most often.)
Given that, the main challenge is cooling, I assume that will be figured out before yeeting 100 billion $ of computers into space. Plenty of smart people work at these companies.