And yes, that seems to be the undercurrent here. Complete with linking to themselves to validate the data they used to make their estimates.
Either these companies need to build these massive data centers that consume massive amounts of electricity OR these LLMs don't use a lot of electricity.
You don't get both. If LLMs don't require a lot of electricity, then why are we building so much more capacity? If all of that capacity is required, then what is the real cost of sending a query to these LLMs?