Is it? It’s less than obvious that the orbital datacenter boom will happen. Space mining could be a big deal but that’s not a foregone conclusion. Maybe someone will want to build a huge radio array on the far side of the moon, but I don’t expect hundreds of billions to be spent launching it — who would pay? Mars is less fashionable than it was a few years ago. Starlink is pretty impressive, but so is boring singlemode fiber, and the latter is increasingly being deployed everywhere.

(Obviously it will “skyrocket” unless someone comes up with a commercially viable launch system that doesn’t involve rocketing into the sky…)