Still thinking about this. AI and quantum computing share an electron bottleneck in the US. "Too big to fail" tech companies building in these fields are also probably guaranteed a federal backstop because of their importance to national security.
Orbital data centers (using Chinese-made solar panels at first) might be the only hope the US has to close the electron gap with China. Elon has the best competitive moat imaginable for this scenario. The money printer will send him to Mars.
Plus, orbital data centers could help preserve Earth's beauty and move us slightly up the Kardashev scale. Amazing what happens when #bitcoin mining sets the floor for electricity.