If data centers in space end up being economically viable, then I don't see how anyone can catch SpaceX. They are ten years ahead in both launch capability and satellite manufacturing.
They have a different approach - rather than a ceramic heat shield they have a metal shield to be cooled by the liquid H2+O2 fuel. https://youtu.be/3V6lfs7xFJM?t=191
Even while current administration is kind of positive towards them, they are still even now just having to wait for no good reason for a FAA go-ahead. These kinds of stalls don't really exist in China.
And they never will be because it's always going to be cheaper to build them on the ground.