[zoogeny]

I have not done any calculation on the capex but I'm guessing that SpaceX has. We're also just guessing on what these "datacenters" will look like. It is silly to think of them in the same way we see the football-field-sized ultra secure facilities on land. They can be highly distributed in a way that just wouldn't make sense on land. Perhaps even incrementally built out in the same way that Starlink capacity was.

Regardless, if Google is spending just shy of 1 billion USD per month, that suggests that there is a pretty high ceiling on capex available.

Consider the PR of massive datacenters here on Earth. People complain about noise, water usage. It doesn't even matter if those concerns are valid, the PR is bad enough. That might attract other massive corps that want to outsource instead of deal with the headache of building local.

You realize that not long ago companies were exploring building nuclear power sites next to their data centers to handle the expected power needs?

I'm not saying it will work. I'm saying if it does, SpaceX will own the market for a good while.