The lack of investment in energy infrastructure - especially dispatchable power sources and grid transmission - is finally coming to bite us.
Datacenters are simply the final straw/tipping point, and make a convenient scapegoat.
At some point you run out of the prior generation's (no pun intended) energy investments. Efficiency gains only get you so far, eventually you need capital investment into actually building things.
Yep, this is no different from any other consumption market showing up for power. The US has talked about 'brining manufacturing back' and while I don't see it happening, what did we expect that was going to do to the power grid.