In the early days of Bitcoin, we would argue security models and laugh about Bitcoin mining taking some significant percentage of global power supply. It's been giving around 1% for a while now despite the supply falling off.
I wouldn't put bets on what the outer limits for AI are going to be. However, it's a huge productivity boost across a huge range of workflows. Models are still making large gains as they become more sophisticated.
If I had Sam Altman's access to other people's capital, I would be making large bets that it will keep growing.