Thanks for this, it was part of what pushed me to dig further, and you were both partly right. Globally, data centres are under a tenth of electricity demand growth to 2030, with industry, cooling and transport far bigger, and AI-focused data centres used about 155 of the 485 TWh all data centres used in 2025. But AI was most of last year's growth, and in the US data centres are around half of all demand growth. Written up here: https://allyburns.com/musings/where-the-power-goes/