If there ever was a constant with humans it is that no matter how energy effect things are made, more energy is aways needed. Maybe that will change someday, but so far it doesn't appear that it will be anytime soon.
I forget what it's called, but Jensen recently cited an economic principle that predicts lowering prices will simply increase demand. The context was Deep Seek and its allegedly low compute requirements. His point was that if AI is becoming more efficient, people will simply use it more, thus cancelling out the efficiency gains and any corresponding decline in demand for GPUs.
Also, the history of computing shows that, no matter how efficient computers become (and they
are still getting more efficient), those gains just enable the consumption of more compute resources, rather than an overall reduction in energy demand.
Anyway, the only way to counter the problems caused by increasing datacenter electricity demands is to ensure they're the ones who must shoulder the costs caused by the increased load. This will require governmental action, of some form.
AI should be required to either generate its own power or ...
No, I'd rather have regulated utilities, who are in the business of power generation, do that part. I don't trust the "run fast and break things" crowd, when it comes to that stuff.