I found a DGX H100 for $300k. The internet tells me such a server uses 10kw. I found a 30kw solar system with 90kw of lithium battery storage for $70k. At utility scale I don't think there's any risk of AI causing a problem to the grid when a dedicated supply of power for an AI server can clearly be purchased for less than 20% of the system cost. (Realistically I expect the lifespan of solar panels and the batteries is easily 2x-4x the lifespan of the server, so it's probably closer to 5% or even lower.)

Solar and batteries make power basically a solved problem. Relative to GPUs it's cheap and scalable.