If you take the "350,000" H100s that Facebook wants by EOY, each of those can do 700W, which gives you almost 250 MW for just the GPUs. That sounds like a lot, until you realize that a single large power plant is measured in Gigawatts. All of Google's data centers combined are O(10 GW) which are matched with renewable power offsets [1].
Importantly, the world installed >500 Gigawatts of renewable energy in 2023 [2], mostly driven by PV Solar in China. The amount of potential solar and wind and other renewable-ish (hydro) outstrips even a 10x'ing of a lot of these numbers. But even for a single site, dams like Three Gorges are >20 GW.
There are real efficiency and scale challenges in doing AI in a single, large site. But existing power generation systems deliver plenty of power.
[1] https://www.gstatic.com/gumdrop/sustainability/google-2023-e...
[2] https://www.iea.org/reports/renewables-2023/executive-summar...
> This report also analyzes prospective generation capacity in four categories — under construction, permitted, application pending, and proposed. More than 466,000 MW of new generation capacity is under development in the United States — a 13% increase over 2022. Sixty-one percent of capacity most likely to come online, permitted plants and plants that are under construction, are in solar.
China's growth in power capacity is non-trivially due to increasing demand. If the US or Europe or wherever suddenly wanted to build XXX GW per year, they could (modulo bureaucracy, which is very real).