> At some point I was even hearing the claim that digitization (e.g. GenAI) was finally divorcing the tight connection between economic growth and resource extraction

Kind of? Mostly it's a result of renewables. The US basically doesn't build new fossil fuel power any more. Not every country is on exactly the same point on the curve but they're all approximately following the same curve. Energy use has also decoupled which I think is what you're referring to, but I'm not sure the cause neatly decouples.