The enormous elephant in the room regarding the increasing demands on our electricity grid is simply this: we don't actually _need_ AI. It's not in any way a public need for public good. It's a private and public want. If you turned off every major GAI tomorrow nothing would demonstrably change except for our power consumption would go down and nvidia's stock would crash.
Addendum: I am talking here about the slop machines, which are the drivers of this overconsumption. I fully recognize that generative systems are being used for legitimate purposes and research, I literally help run one of them.

