The market is severely underestimating compute demand over the next 20 to 30 years by at least 1,000x because financial models are treating AI data centers like standard enterprise cloud spending rather than a global utility expansion. Moving from simple chat prompts to continuous, autonomous background reasoning and real time spatial computing will fundamentally break traditional grid connections, pushing total power requirements directly into a terawatt scale footprint. Intelligence will be the largest market in the solar system. The long term bottleneck won't just be semiconductor manufacturing or HBM yields, it will be securing dedicated behind the meter baseload energy like small modular reactors and direct to chip liquid cooling infrastructure to handle the thermal load. Compute is the defining physical infrastructure asset of this century.