decade+ is not really that long, is it? Say you're correct in that time frame. If you put money in now to a venture that seems uncertain then in 5 years it's going to seem much less uncertain - and so the investment will be worth that much more.
I think there's an oft repeated view that markets only look to the next quarter. That's not really true. Markets (or people) are willing to go in on long term investments as long as they believe they understand the uncertainty. Which leads to crazy 2nd and 3rd order speculation (I think you think that they think...)
Personally putting money into space based datacenters seems crazy to me currently but in a couple of years it'll be more clear as to just how crazy this is. At which point the opportunity (and risk) will be gone one way or the other.
You're right on that perspective. I should clarify. I mean decades+ when compute and power begins to realistically make sense where we can start planning such a long term strategy. I personally think our cislunar / moonbase efforts are a better effort to put energy and resources into.