Are you saying all of that new capacity is needed to power non-LLM stuff like classifiers, adtech, etc? That seems unlikely.
Had you said that inference costs are tiny compared to the upfront cost of training the base model, I might have believed it. But even that isn't accurate -- there's a big upfront energy cost to train a model, but once it becomes popular like GPT-4, the inference energy cost over time is dramatically higher than the upfront training cost.
You mentioned batch computing as well, but how does that fit into the picture? I don't see how batching would reduce energy use. Does "doing lots of work at once" somehow reduce the total work / total energy expended?