While I'm sure that the vast majority of this energy is going straight to AI server farms, I'm also hopeful that this will renew efforts to switch to sustainable energy sources.
I'm sure some people were hopeful that the proliferation of fast food would lead to more exercise and healthy eating to balance it out.
The entire world is switching to sustainable energy at a tremendous rate because they are the cheapest source of electricity, and storage is economical on every grid's peak price to low price swing that I have seen. In places like Pakistan solar is taking over because the grid made really poor investments in very expensive fossil fuels. In Africa, a panel and a battery is cheaper to run than a generator, which is life changing. As that scales up it will revolutionize entire economies.
In the US, the vast majority of new generation is renewables, matched with a ton of storage. There's some gas too, but it will be uneconomical to run these gas plants before their end of life:
https://www.pv-magazine.com/2025/08/21/eia-projects-record-6...
The biggest impediment to cheap sustainable electricity is political and basic ignorance of the voting public that allows utilities to continue installing familiar, but more expensive fossil generation.