The sources for some of the future data centers will be local and not necessarily influence the US grid. Consider also that cement production uses about 3000 TWh per year worldwide, and aluminium smelting uses about 1000 TWh per year.
A lot of that cement production still uses fossil fuels.
In my mind, all the electricity production capacity we can build needs to go to the electrification of the existing economy, not new stuff and especially not the current brand of AI.
The US electricity grid is a complex problem at the interface of state and local governments and cannot scale quickly. There are no major concerns with scaling up the local electricity production however, other than the installation time (and safety, if nuclear). Reliability is easier to solve locally than for a huge grid.
