But that calculator shows most of the cost is in the satellite. At $8 per watt (or about $2 million per satellite) the cost of orbital compute matches terrestrial.
That sounds absolutely possible. But in any event, we're now arguing a different thing.
The only thing I'm arguing is that cooling is a solved problem. I don't know if SpaceX will ever get the price down so that it is economical. But I'm convinced that there is no universe in which they hit their foreheads and say, "Oh no, we forgot about cooling!"
Note that this calculator is actually quite optimistic for orbital wrt. many things including cooling and effect on launch, as:
> No additional mass for liquid cooling loop infrastructure; likely needed but not included
> Thermal: only solar array area used as radiator; no dedicated radiator mass assumed
In hardware and mfg. solvable vs. solved is a big difference. And I too believe that SpaceX's engineers know about radiator panels. But the more cynical interpretation is that whatever the SpaceX engineers think about the technical merits, they are not being asked for that. They are just being asked for a pretext that justifies the xAI acquisition. Elon is also discussing lunar satellite factories that launch the satellites via railgun. Now, is this physically impossible? No, that isn't physically impossible either and I will seriously defend the physical possibility of this. It's not going to happen though.
And you could spend all the engineering costs on building some seriously efficient terrestrial DCs, but somehow all these analyses start with "assume that launch and satellite technology advances manyfold and terrestrial DCs stagnate or become less efficient, then if you squint the two numbers get kinda close."