Just on the off chance some of you missed itt, there’s the parallel conversation going on in FQ with some of the same participants on the Space Data Center Issue:
Again, only on the chance people aren’t aware while we’re having one of our common breakouts of enlightened speculation in the Pit. 
But while we’re here - most of the speculation is da fuq - given the AI boom, almost all the components spoken for, scheduled out over the next year+, and that’s just the standard, commercial stuff with no hardening for space applications. So as for Elon’s claims, 99.99999% bullshit, because he may well have options on the basics, but no one is building space ready AI components on the scale he’s talking about right now. The leadup time alone isn’t something that’s going to be fixed by throwing even his level of assets around.