[pgt]

The constraint is getting regulatory approval for building new power plants on Earth, even solar plants.

We can make chips faster than we can build power plants.

[margalabargala]

That's a constraint. It's not the constraint.

There are far too many variables still unknown to all parties. Anyone trying to say with certainty "X will lose", whether X is terrestrial or space based DCs, is lying and probably trying to sell you something.