For continuous you need to either go for a polar orbit or go very far in space. Most launch centers & providers are not well situation for polar orbits because its not a common use case, so you need to sacrifice launch mass. The same goes for far away orbits - you need to sacrifice launch mass to go further. Also if you are far then you get latency issues.
So it skews the economics pretty harshly. I think OP is right - you need good batteries somehow.
I think the proposal suggested an orbit where the solar panels are always in sun and always properly aligned and always clean due to space gophers.
But more seriously, GPU loads are super spiky. Ground-based power grids and generators and batteries have trouble keeping up with them. You can go from 1MW idle to 50MW full power in 10ms. Unbuffered solar cells are right out.
> "GPU loads are super spiky... You can go from 1MW idle to 50MW full power in 10ms."
That sounds like something that could be addressed in software, if necessary? Cap/throttle the GPUs according to the available power, and ramp power up/down gradually if spikiness is the issue.
So it skews the economics pretty harshly. I think OP is right - you need good batteries somehow.