I agree with this in principle, but I wonder how asymmetric the usage is. When I hear about developers dropping $200/mo (subsidized!) on AI coding, and having multiple agents on supergigaultramax effort churning on stuff for hours... Versus your average person maybe asking a few chatgpt questions every day or week... IDK.
Like others have said, yes, OpenAI probably isn't literally going to sell you more than $200 of electricity for $200/mo. But data centers get industrial rates, and $200 of power is still a decent bit of power just to be churning out slop! (It's about a monthly home bill and EV charging cost combined) And some companies spend way more than that on API pricing for tokens... It's just hard to get a handle on where the usage is actually going.
I just wish we could pass a common sense law to require them all to build renewables. It's literally electricity, it's the easiest energy to decarbonize.