There are thousands of container ships in international waters at any given time, so you wouldn't install a few massive power-hungry data centers on a few ships. You'd put a lot of PV-powered data centers on a lot of ships. Pretend you launched them into space, in other words... but don't actually launch them.
And yes, you'd network them via Starlink, just like the satellites would be.
Regardless, every time this guy does something super capital intensive, it looks stupid and then works out for him. So long as it keeps happening, the probability that he is just much smarter than me and predicting the future better dominates the probability that he keeps getting lucky.
Regardless, every time this guy does something super capital intensive, it looks stupid and then works out for him
That's how it looks at first, agreed. But if you look closer, you'll notice something kind of funny. The only times Musk really wins big have been when the competition is either incompetent or lazy (launch services and satellite Internet), or doesn't show up to the game at all (EVs, self-driving and otherwise.)
Data centers and semiconductors aren't like that. Those guys aren't going to stand by passively and let him eat their lunch like General Motors and ULA did.