Everything relating to a datacentre that you can do in space you can do more easily on earth, regardless of 10,000x inference growth or supply chain or production or starship or silicon. I just don't think you can be cost competitive with earth bound data centres if 'protected from the poors' isn't a selling point.
By the way, 10,000x inference growth would look like what happened with cryptocurrency mining - after a couple of years, you'd be needing to upgrade all your machines with ASICs and the market would be flooded with very cheap graphics cards. I doubt that upgrading space data centres would be fun.
Zoning is one area that’s better in space. And power density for solar is another.
I don’t get your mining analogy though - a non upgradable data center pod is either going to pay off its capital costs or it won’t. Once it has, any revenue is close to 100% profit. 10k demand increase is the opposite of mining dynamics: there you get a 10k supply increase that the price has to support, in combination with more efficient silicon. Here the demand drives revenue and earnings.
If there’s some crazy inflection point in chips then you’ll still have all the power infra in space - you can just like cut the old pod and hook up a new one: or more likely manufacturing economies of scale mean you probably just keep sending up new systems and put the old ones on work loads they can manage at market prices.