> Compare that to ~30% of all energy use for transportation. So approximately 40%*4% = 1.6% vs 30%. I find your correction to be more wrong that the initial statement.

I don't follow. The comparison is 30% of energy use for transportation vs 4% for AI, and soon 30% for transportation vs 10% for AI.

The grid is not all energy use. To get the numbers on an even playing field you need to compensate for that only ~40% of energy goes through the grid.

And that leaves a 6:1 ratio assuming projections run true. It very well might be possible to get efficiency wins from the transportation sector that outweigh growth in AI.