the bottleneck right now is compute, not energy, and it's not even close. That is why RAM, SSD, CPU, and GPU prices are increasing exponentially, while solar panels are dropping.

Also, unlike China, US companies are building data centers all over the world, which gives them higher distribution and ability to colocate with the energy production sources.

Lastly, energy production costs have been decreasing over the last couple of decades. If they will increase, the market will react, as it always does. Looking backwards does not predict the future in this case.