The premise I was responding to was that the energy infrastructure would be built during the rise of the AI "bubble" and subsequently be repurposed after the collapse. If we're just connecting data centres to the grid then I don't see how that is providing any new infrastructure whatsoever. On the other hand, if we're building lots of new power plants to power the data centres (and connecting them to the grid) but then at some point the data centres are shut down, we end up with a huge glut of unneeded power.

Furthermore, to elaborate on my point above: building new power plants in tandem with data centres that demand GWs of additional power does nothing to address the needs of the grid itself. The grid is not built to handle all that new power, and the consumer electricity demand is not there anyway.