"Demand is surging due in large part to data centers dedicated to artificial intelligence and cryptocurrency, and as homes and businesses use more electricity and less fossil fuels for heat and transportation."
It would be informative to know what the 'AI' part of it is, because now it just seems like engagement bait.
It seems that AI is stopping being just a compute problem and becomes now an energy problem
Power infrastructure scales really slower than chips so this could become a real important constraint.