Now work is being done for increasing solar access (Starcatcher) and others are working on improving LEO refueling and repair capabilities, but I would say we're decade+ away from establishing any true compute infrastructure in orbit.
I think there's an oft repeated view that markets only look to the next quarter. That's not really true. Markets (or people) are willing to go in on long term investments as long as they believe they understand the uncertainty. Which leads to crazy 2nd and 3rd order speculation (I think you think that they think...)
Personally putting money into space based datacenters seems crazy to me currently but in a couple of years it'll be more clear as to just how crazy this is. At which point the opportunity (and risk) will be gone one way or the other.