The US needs sufficient energy surplus to power industry. US energy production has been essentially flat for the past 25 years and the country has forgot how to bring new capacity online. Chinese energy production is up over 6x over the same period. China has more clean energy generation capacity today than their entire capacity a little over a decade ago.

Instead of panicking about data center electricity usage we need to be worrying about getting back to a state where we regularly bring new (clean) generation capacity online.