This piece is fascinating - by far the most informed commentary I've read on the issue of energy demand from AI-focused data centers. I learned a ton from reading this.

I extracted some points that stood out to me here (for if you don't want to wade through the 7,000 word original) but it's genuinely worth spending time with: https://simonwillison.net/2025/Jan/12/generative-ai-the-powe...