My guess is "that they did the math" and had an engineering study which convinced them that getting AI datacenters into space will make sense.
It's also not hard to imagine why, the process alone once perfected could be reused for asteroid mining for example, then mirogravity manufacturing, either of which alone would be enormous capital intensive projects. Even if AI dataenters in space are break-even it would be a massive win for SpaceX and leave their competition far behind.
There is no benefit to putting data centers in space versus the giant cost that you would incur by doing so.
Can people please try and use their fucking brains for a second?
Have you considered that people smarter than you think it is plausible?
I wish I had your confidence about everything!
Instead you put your confidence in Elon, who has zero expertise in this area?
No, I put confidence my ability to do a web search, pretty rare skill nowadays ;)
You'll see that none of these are Elon/spacex, hopefully?
https://medium.com/@cognidownunder/google-just-announced-the...
https://www.ycombinator.com/companies/starcloud
https://www.informationweek.com/it-infrastructure/lunar-data...