You could hypothetically apply the same line of reasoning used for cryptocurrency mining: AI training is dispatchable load. Now all this AI investment can go in

You could hypothetically apply the same line of reasoning used for cryptocurrency mining: AI training is dispatchable load. Now all this AI investment can go into funding the construction of a lot of new renewable generation, and it uses that power most of the time, but now when you get the week out of the year that it's too cloudy or still and renewable output is only 20% of normal, you turn off the AI training machines for that week and do your training when the sun comes back out, leaving that extra generation capacity for the rest of the grid. Which allows you to decommission a fossil fuel power plant. Or you can go the other way. The data center can't afford to be down, so they have several MW worth of diesel generators on site in case the grid is down, but the same can be used to supply the grid during that week when renewable generation is low. The more of the grid is that kind of data center, the more viable it is to shutter always-on fossil fuel power plants in favor of renewable generation that can lean on running the emergency generators a week out of the year.