Are you familiar with the Gartner hype cycle? Wikipedia article: https://en.wikipedia.org/wiki/Gartner_hype_cycle

I believe the current wave of AI is reaching the Peak of Inflated Expectations, and will soon be headed for the Trough of Disillusionment. Then those brand-new mulit-billion dollar AI data centers will turn into big white elephants, and the power consumption will drop.