If there's not enough power available on the ship, which for all I know there is (some of them have 100,000-HP engines, or 75+ MW), then you don't bother running the data center at night. Yes, now you need 2x as many of them, but you can afford them since they are 10x cheaper.

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.