Number like this might appear when a company is expected to create a revolutionary thing that upends multiple markets. I would consider a number much larger than 3 in SpaceX’s case, but 94 feels, indeed, excessive.
It’s almost like the future we were promised in the 1960’s would immediately materialise the moment launch costs drop. Starship will be revolutionary if it pans out the way we expect (as the shuttle would have been, had it kept the low cost promise), but that’s not enough to warrant that 94 number.
SpaceX may well revolutionize multiple markets. But I really don’t see the sub-business of building large datacenters and leasing them out, hopefully at a profit, as revolutionizing anything. Also, SpaceX has no particular competitive advantages here — the list of competitors is huge.