There are some counters to this, especially in electricity. We'll see massive expansions of wind and solar in the US because of this. Both the speed of install and low costs will guarantee it.
reply> We'll see massive expansions of wind and solar in the US because of this. Both the speed of install and low costs will guarantee it.
replyImplausible while Trump remains in office. He hates renewables, shuts them down even when doing so actively costs money.
Between AI hallucinated content and the politicisation of the numbers, I'm not sure how much AI compute capacity is being planned right now; would you accept a claim of 300 GW? It's a number I heard recently.
Given the capacity factor of PV, even China would have to think carefully before supplying that much PV over the next few years (300 GW avg ~= 3TW nameplate).
(Not sure about wind, wind's CF seems to vary between years).