There is no sudden increase due to AI. There is a clear increase due to increased use of electronic equipment. Bitcoin, electric cars, etc. all contributed just as much as AI.
This is just plain incorrect.
The freaking summary points out that "Tech giants Microsoft, Google, and Amazon plan to spend $80 billion, $85 billion, and $100 billion respectively this year on AI infrastructure." That's a quarter trillion dollars worth of infrastructure (that has not a thing to do with bitcoin or EVs) which is going to require a shit ton of power.
On a more personal and anecdotal note, I work for a company that serves the power industry and one of our customers (a gas turbine manufacturer) will be increasing their capacity by more than 3x over the next five years--this is not speculative, they have already taken the orders, their capacity is booked through the end of the decade, and the reason is the datacenter boom. Most of our other customers are dealing with similar growth and their stated reasoning is the same.