That's a different argument.

You agree that space data centers are physically possible, but you just don't think they will be economical (i.e., cheaper than terrestrial data centers). Is that right?

I don't know if they will be economical. But that will depend on a whole bunch of questions that nobody knows the answer to: How will the demand for AI grow? How much will opposition to terrestrial data centers increase the price? How cheaply can SpaceX launch mass? How cheaply can SpaceX build data center satelliters?

Maybe you know all those answers. If so, I envy your stock portfolio.