Negative on: Risk, cost, thermals, radiation, maintenance, latency, complexity, environmental.
The only win they have is making more outlandish shit to inflate value until it goes snap. One trick pony.
Even as some sort of failsafe compute for when some meteor hits the earth - already enough for a government to pay 10000x premium for it and it will bring in cash.
Obviously this is not intended to play in the same league as common enterprise datacenter.
No one is going to give a shit about compute if an asteroid hits us. If we survive it, it’ll turn into a resource war within weeks. We’ll be back to the Stone Age.
The only feasible thing I can see is jurisdiction related and that’s not something we should be encouraging. I mean we’ll just end up jamming data centres from the ground.
Also datacentre in space, even if it works, will have a statistical failure model. At the moment that failure model is based on throwing another one up there because fixing stuff is expensive and risky.
So I ask you what happens when your model starts hitting the tail end of the failure curve and can't launch more capacity because associated asteroid strike driven economic failure cripples your launch capacity.
It's just stupid entirely.