GenAI usage is a speculative at the moment, but then I used to plan data centers for a living and what I see going into the DC halls is consistent with these estimates.
https://www.hpcwire.com/2024/07/08/generative-ai-to-account-for-1-5-of-worlds-power-consumption-by-2029/
The question is mostly if the current hype turns into a business, or if it implodes the way NFTs did – let's hope for the planet that it's a hype and is gone in a few years time.